How to Create an ROI-Based Marketing Plan for Your Firm

Tuesday, April 29, 2025
Webcast or Webinar, Online
5:00 PM - 6:00 PM (opens at 4:30 PM) EST
1Credits
Technical Business

Registration is Open

Members
$55.00 Regular Price
Non-Members
$70.00 Regular Price

CPE PowerPass Users

Click the "Apply PowerPass" button to use your PowerPass for the applicable course below.
$20.00 Members / $28.00 Non-Members
Course Type: Webcast
Course Code: 25/CX45062
Level: Basic
Vendor: CPA Crossings, LLC
Field of Study: Business Management & Organization

Overview:

This course will help you develop a strategic marketing and business development plan for your firm using 7 key principles to help maximize lead generation. You will learn how to establish and grow your B2B business in any niche using time-tested strategies, proven processes for attracting and retaining customers, and how to measure your results so you can spend your money and time effectively to own your market and attract higher ROI clients. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Objectives:

After attending this presentation, you will be able to...

  • Identify profitable business niches
  • Recognize how to deliver a marketable service offering
  • Identify strategies for lead generation that deliver against ROI targets.

Major Topics:

The major topics covered in this course include:

  • Clarifying and communicating the unique value you provide to your chosen market.
  • Choosing the market(s) you will be successful serving.
  • Developing a successful go-to market and subsequent demand and lead gen strategy.
  • Creating an easy to maintain customer nurture, demand and lead generation system.
  • Determining your marketing budget, goals, objectives, and the right tactics to choose in order to support them.

Major Topics:

The major topics covered in this course include:

  • Clarifying and communicating the unique value you provide to your chosen market.
  • Choosing the market(s) you will be successful serving.
  • Developing a successful go-to market and subsequent demand and lead gen strategy.
  • Creating an easy to maintain customer nurture, demand and lead generation system.
  • Determining your marketing budget, goals, objectives, and the right tactics to choose in order to support them.

Designed For:

Accounting professionals developing and offering advisory, accounting and tax services.

Prerequisites:

None