ClickFunnels for Accountants – Free trial with Clickfunnels

If you are an accountant or bookkeeper, you might be searching for various tools that help you work effectively, and especially retain customers. After browsing online for several hours, you might feel overwhelmed by different software and tools with appealing introductions. However, there is a tool that not only aids you to do these things but also assists you in making money. This is… Clickfunnels! This article will show you how Clickfunnels is effective to do so.

Effectiveness of ClickFunnels for Accountants & Bookkeepers

ClickFunnels really works for accountants and bookkeepers. If you have watched the Brick & Mortar Summit series of free interviews and business strategies from ClickFunnels Two Comma Club members, you will see this point.

Moreover, you can get 1 strategy provided by the founder and CEO of Andrew Argue, which is called “How to Attract 100 New Clients in 100 Days. And then, you can think about applying it to your situations to see how it is effective.”

Turning back to the ClickFunnels Two Comma Club members, it should be noted that only entrepreneurs having at least $1,000,000 with a single sales funnel in ClickFunnels can become members. But don’t worry about how to do so. Andrew will show you how to earn more than $1,000,000 using ClickFunnels.

How to use ClickFunnels for Accountants & Bookkeepers

These are ways to help you know how to use the software effectively.

Step 1: Understand your targeted customers

Of course, the first thing you need to know is your targeted customers. If not, who are you going to target? Andrew has detailed the ways to determine your customers in his PDF.

Step 2: Plan your funnel

After grasping the information of your targeted customers, you can plan your funnel and follow the free 5-Day Lead Challenge to understand how to plan. A standard funnel includes 3 pages:

Landing page – this page gives your customers details about your page. Generally, the link appearing on the ad/social media will lead to this page.

Plan your funnel

Optin page – After you enter the required information about your customers and click your Book My Free Tax Assessment button, their appointments can be arranged by your lead through the ClickFunnels ability. This is to connect your scheduling software to your funnel page.

Optin Page of clickfunnels

Thank you page – This page is to express your thanks to your customers after the appointment arrangement and confirm the appointments. Also, it reminds your customers to contact you whenever they need it.

Thank You Page of clickfunnels

Step 3: Drive traffic to your landing page

After designing your page, you need to boost your traffic – you can do so through 3 common ways:

  • Facebook Ads
  • Google Ads
  • Bing Ads

SEO techniques are another choice – if you can do it.

There is a book called Traffic Secrets by Russell Bruson that can help you to know how to enhance traffic. You just need to pay a shipping fee for the book, and then you get all the secrets to attracting your customers. Perfect, right?

Or, you can participate in the Free 5-Day Lead Challenge, which step-by-step guides you on how to increase your traffic. It just costs you 30 minutes/day to provide you with:

  • Sales funnel building
  • Email establishment to get new leads
  • The unlimited practice of the new leads to your funnel

5 Day Lead Challenge clickfunnels for accountants

Get The Free 5 Days Challenge

Best Practices of ClickFunnels for Accountants & Bookkeepers

Supplement several urgencies to your landing page

Scarcity tactics have been proven to be useful to increase sign-ups, and you can do so by:

  • Using phrases like “Limited time offer” or “Only 100 available”
  • Adding a countdown timer to support the Limited-time offer statement
  • Taking advantage of warm colors (red, yellow, orange) on the call-to-action buttons

Establish goals and track your outcomes

Building goals is effective for you to track your performance. For example, if you set a target of 1,000 new leads during one year, check it once a week to see whether you are on the right path or not.

Split Test your Landing pages

You can implement split tests on your landing pages, with the following tests:

  • Different images
  • Different texts
  • Different colors
  • Different offers
  • Different call-to-action buttons

With the tests, you can know which areas are effective for your work, aiding you to save expenditure on driving traffic not working for your pages.

Take advantage of social media

Social media, like Instagram and Pinterest, allows you to demonstrate images to show the services/products you provide and the money you can help your customers save, and encourage your customers to use your services.

Promote your customers to make video testimonials for your Youtube channel to re-purpose them for marketing on your funnels or Instagram.

Meanwhile, make use of your Facebook and Twitter to keep in contact with your customers and attract them.

Add the Facebook Pixel to your Funnel pages

This helps you to track your leads.

You might see that what you have searched online immediately appears on the Facebook ads – this is because of Facebook Pixel installed. You can take advantage of this function to advertise to customers.

Host Webinars

This is an ideal way to communicate with your customers by:

  • Telling them about services/products supplied by you
  • Explaining the strengths of your services and the amount of money saved thanks to your services
  • Interacting with them by encouraging them to ask you and then you deliver perfect answers
  • Encouraging past clients to join the webinars to increase endorsement

Figure out works that are being implemented by your competitors

Competitors are challenging your success, so knowing them and learning the good things from them are great ideas to boost your work.

You can learn how to do so ethically in Russell Bruson’s Funnel Hacking Secrets Masterclass webinar.

Learn from the experts

Experts will show you how to get the best results in the shortest time, so why don’t you spend some time learning from them?

Sign up for the Brick & Mortar Summit and receive precious pieces of advice from Andrew Argue for this area.

Reasons for selection of ClickFunnels for Accounting

Implementation of interesting landing pages

ClickFunnels allows you to send your leads from your promotional campaigns to your website while aiding you to have a list of customer data.

You can also add digital files to your landing pages for delivery of free PDFs to certain customers you want.

Fully responsive funnels

Its pages are fully responsive and automatically adjust to the screen size of any devices they are displaying. So, you don’t need to worry that your website might lack critical information, causing discomfort to your customers.

It is the first impression that you can definitely make for your clients!

Ease of use

It ranks No.1 in terms of user-friendliness, providing over 100 templates, which cost you less than 20 minutes to create your own pages. What you need to do is change texts/images to suit your pages.

However, if you deserve more professional pages, purchase funnels from the funnel store.

Easy integration with different tools

Even if you have been already using other tools to enhance your leads, ClickFunnels can easily integrate with these tools. For example, if you use CRM/email autoresponder, it can integrate the following thing just through some clicks:

  • Agile CRM
  • Close
  • Pipedrive
  • SlaesForce
  • Zoho CRM

Email marketing integration

  • Active Campaign
  • AWeber
  • Constant Contact
  • ConverKit
  • Drip
  • GetResponse
  • GoToWebinar
  • HubSpot
  • Interpire
  • Keap (Infusionsoft)
  • MadMin
  • MailChimp
  • Maropost
  • Ontrapost
  • SalesForce
  • SendLane
  • Webinar Jam Studio
  • Zoom

Payment processing integrations

  • PayPal
  • Stripe

Phone & SMS messaging integrations

  • Burst SMS
  • Call Fire
  • Call Loop
  • ClickSend SMS
  • Mobile Text Alerts
  • RingCentral
  • Salesmsg
  • SimpleTexting
  • SlickText
  • Slybroadcast
  • TextMagic
  • Twilio
  • ZipWhip

Schedule & Booking integrations

  • Acuity Scheduling
  • Calendly
  • Freshsales
  • Follow Up Boss
  • Insightly
  • Keap (Infusionsoft)
  • LeadOwl
  • LionDesk
  • io
  • Salesmate
  • ScheduleOnce

Fixed prices

There are two options for ClickFunnels prices for you to select:

  • Basic: $97/month
  • Platinum: $297/month

The Platinum provides additional Follow-up Funnels (email autoresponder), while the basic does not. But, if you have an email autoresponder already, you can integrate it on the basic plan, saving your money a lot!

Yet, of course, the platinum plan provides you with advanced functions to increase your leads to compete with your rivals in comparison with the basic:

  • Unlimited sales funnels
  • Unlimited funnel pages
  • Unlimited email contacts
  • Unlimited email sending
  • Unlimited monthly traffic

You can save 44% if you sign up for the Funnel Hacking Secrets bundle.

Things to care about if you use ClickFunnels for Accounting

Sign up for the free Brick & Mortar Summit

Sign Up For The Free Brick & Mortar Summit

This gives you the best strategy provided by Andrew Argue, who earned more than $1,000,000 using ClickFunnels for accounting and bookkeeping.

Get The Clickfunnels Brick & Mortar summit

Use the free 5-day lead challenge

5 Day Lead Challenge clickfunnels for accountants

This challenge helps you:

  • Set up a lead capture funnel
  • Build an email sequence to boost your new leads
  • Create unlimited new leads without requiring you to advertise

It just takes you 30 minutes a day, you can do it, right?

Get The Free 5 Days Lead Challenge

Begin ClickFunnels 14-day free trial

You might think that the former is enough, but this one offers you more:

  • 14-day trial to ClickFunnels
  • Product secrets
  • Funnel Builder Secrets
  • Ad skills
  • Tony Robbins private collection
  • 100+ Funnel templates
  • Funnel hacker forum
  • Free book Funnel templates
  • Free webinar funnels templates
  • Free product launch funnels templates
  • Free high-ticket funnels templates

Get The 14 Days Free Trial Clickfunnels

In conclusion

ClickFunnels is well-known for assisting enterprises to be successful in generating new leads while retaining and enhancing the existing ones. Hence, using ClickFunnels for accounting and bookkeeping enables you to attract new clients, encourage them to use your services, and even come back to you for the next time. What you should do is registering the ClickFunnels plan, spending time learning lessons included in it and taking advantage of its functions to make money!

Author: Tanka

In 2015 I knew Clickfunnel, since then I focused on researching software to support building and developing funnels. The knowledge I share here is the knowledge due to my 8 years of online marketing experience. I hope it will be of great help.

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