Create a Lead Magnet
Posted: Tue May 20, 2025 9:50 am
Offer something valuable in exchange for contact information:
Lead Magnet Idea Who It Attracts
Free Tax Planning Guide Individuals or freelancers
Free Business Expense Tracker Template Small business owners
15-Min Financial Health Assessment Busy professionals
Tax Deductions Checklist Real estate agents, consultants
Free Consultation Anyone needing accounting advice
Set Up Your Lead Funnel
A complete accounting lead funnel includes:
Ad or Offer: “Get a free consultation on lowering your 2024 tax bill.”
Landing Page: With a simple form (Name, Email, Business Name)
CRM or Email Tool: Mailchimp, HubSpot, or ConvertKit
Automated Follow-up: Email series or SMS drip campaign uae mobile database
Call to Action: Book a free call, download a resource, or schedule a tax review
Use B2B Data to Target Business Clients
For accounting firms serving businesses, use tools like:
Apollo.io or Hunter.io – Find emails from LinkedIn
Brother Cell Phone List – Buy targeted data of business owners by region/industry
LinkedIn Sales Navigator – Find CEOs, CFOs, and office managers
Send a value-focused cold email, such as:
Subject: Cut your business tax bill by 15%
Body: Hi [Name],
I help businesses like [Company] optimize their tax strategies and reduce liabilities. Would you be open to a 15-minute consultation this week?
Examples of Successful Accounting Lead Generation Campaigns
Freelancer Tax Prep Campaign (B2C)
Channel: Instagram + Facebook Ads
Offer: “Free Tax Checklist for Freelancers”
Result: 250 leads in 30 days, 40% booked calls
Outsourced CFO Services (B2B)
Channel: Cold Email + LinkedIn
Offer: “Free 30-min Financial Review for Startups”
Result: 50 meetings booked, 10 clients retained on monthly plan
Step 6: Nurture and Convert Leads
Once someone downloads your resource or books a consultation:
Send a thank you email immediately
Follow up within 24 hours via call or SMS
Educate them over time with newsletters or case studies
Provide clear pricing and packages early to build trust
Bonus Tools to Automate Your Lead Gen
Tool Function
ChatGPT Write cold emails, ad copy, blog posts
Calendly Automate booking appointments
Mailchimp / ActiveCampaign Lead nurturing via email
Canva Create lead magnets or social content
Zapier Automate lead capture from forms to CRM.
Lead Magnet Idea Who It Attracts
Free Tax Planning Guide Individuals or freelancers
Free Business Expense Tracker Template Small business owners
15-Min Financial Health Assessment Busy professionals
Tax Deductions Checklist Real estate agents, consultants
Free Consultation Anyone needing accounting advice
Set Up Your Lead Funnel
A complete accounting lead funnel includes:
Ad or Offer: “Get a free consultation on lowering your 2024 tax bill.”
Landing Page: With a simple form (Name, Email, Business Name)
CRM or Email Tool: Mailchimp, HubSpot, or ConvertKit
Automated Follow-up: Email series or SMS drip campaign uae mobile database
Call to Action: Book a free call, download a resource, or schedule a tax review
Use B2B Data to Target Business Clients
For accounting firms serving businesses, use tools like:
Apollo.io or Hunter.io – Find emails from LinkedIn
Brother Cell Phone List – Buy targeted data of business owners by region/industry
LinkedIn Sales Navigator – Find CEOs, CFOs, and office managers
Send a value-focused cold email, such as:
Subject: Cut your business tax bill by 15%
Body: Hi [Name],
I help businesses like [Company] optimize their tax strategies and reduce liabilities. Would you be open to a 15-minute consultation this week?
Examples of Successful Accounting Lead Generation Campaigns
Freelancer Tax Prep Campaign (B2C)Channel: Instagram + Facebook Ads
Offer: “Free Tax Checklist for Freelancers”
Result: 250 leads in 30 days, 40% booked calls
Outsourced CFO Services (B2B)Channel: Cold Email + LinkedIn
Offer: “Free 30-min Financial Review for Startups”
Result: 50 meetings booked, 10 clients retained on monthly plan
Step 6: Nurture and Convert LeadsOnce someone downloads your resource or books a consultation:
Send a thank you email immediately
Follow up within 24 hours via call or SMS
Educate them over time with newsletters or case studies
Provide clear pricing and packages early to build trust
Bonus Tools to Automate Your Lead GenTool Function
ChatGPT Write cold emails, ad copy, blog posts
Calendly Automate booking appointments
Mailchimp / ActiveCampaign Lead nurturing via email
Canva Create lead magnets or social content
Zapier Automate lead capture from forms to CRM.