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Sales and Marketing

Educate and Assist Your Customers with Your Chatbot

October 14, 2020 by salimomar - Filed Under: CPA Firm Marketing, CPA practice development, Grow CPA practice, Sales and Marketing

  Once customers find out that you have a chatbot, you’ll want to take a moment and educate them about all of the features. For example, it’s a good idea to give your chatbot a name that’s unique to your business. If your company is selling floral arrangements, then...

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Promote Your New Chatbot

October 14, 2020 by salimomar - Filed Under: CPA Firm Marketing, CPA practice development, Grow CPA practice, Sales and Marketing

  What’s the point of creating a Facebook Messenger Chatbot if customers don’t know that it’s available? You should make it a point to promote the new program across several social media platforms. If you want to build and maintain a successful business, you have to engage current and...

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Your Automated Chatbot Greeting

October 14, 2020 by salimomar - Filed Under: CPA Firm Marketing, CPA practice development, Grow CPA practice, Sales and Marketing

  After you decide on what Customer FAQ’s to add to your Facebook Messenger Chatbot, you should consider creating a warm and inviting automated greeting. A potential customer is browsing your Facebook page, taking a look at customer comments and your posts, and they decide to reach out to...

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Using Chatbots for Your Customer FAQs

October 14, 2020 by salimomar - Filed Under: CPA Firm Marketing, CPA practice development, Grow CPA practice, Sales and Marketing

  When creating a chatbot for your Facebook messenger marketing campaign, you may feel overwhelmed at what you should and should not include in it. After all, you don’t want to inundate your customer with so much information that they lose interest in your product. Which is why you...

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The Value of Chatbots for Your Practice

October 14, 2020 by salimomar - Filed Under: CPA practice development, Grow CPA practice, Sales and Marketing

  In order to have your practice succeed in the current market, it’s imperative that you build and maintain a strong online presence. With customers demanding answers at all hours of the day, regardless of what they’re doing or where they are, you should consider using a Facebook Messenger...

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Our Members Say

  • I look forward to a prosperous future!

    After completing Salim’s course it’s become glaringly obvious how and why my past marketing has fallen short of expectations. I look forward to a prosperous future now that Salim has helped fill my toolbox with everything needed to bring in new clients!

    Bill Sodderstedt, CPA California ,
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  • "Salim, you are so genuine, caring, and SMART!!! You and your family are all inspirations."

    Brittany Duncan, CPA ,
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  • “I cannot say enough great things about Salim.”

    I learned so much! This program definitely exceeded my expectation. I wish I had done through this program when I first start my business. I would be light years ahead of where I am now. Thank you Salim.

    Cindy Leddicottee, AFSP California ,
    |
  • “It frees me up to grow the business instead of working in the business.”

    Working with Salim and his group has given me the clarity I need to work with my existing employees as far as giving them the same vision so they can start taking on some of the work that I was doing.

     

    Dale Hammernik, EA Wisconsin ,
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  • He’s genuinely sincere in helping people succeed through their practices. I definitely can have a testament to that in the fact that the practice that I had when I first started with him had about 150 clients and now I’m up over 400 clients in a matter of 2 – 2 and a half years.

    From the standpoint that that has also helped me afford some things in a lifestyle. My oldest daughter is graduating this year and we’re taking a trip to England and France, which is probably something that I never could have done.

    Dann Henn, CPA ,
    |
  • “I am absolutely convinced that I will make thousands of dollars.”

    I am absolutely convinced that I will make thousands of dollars and an enormous rate of return applying the insights from the CPA Marketing Genius. Thank you, Salim for passing your insights that you obtained from your struggles. I know you have benefited me, my family, my employees and my clients.

    Danny Mueller, CPA Oklahoma ,
    |
  • "Great seminar!! I am able to go home with not overwhelmed but with a clear plan to grow my business. I love the speakers who not only impact my business but will make me a better person. This conference is the best value /use of my money spent on Conferences."

    David Beaumont, CPA ,
    |
  • “I am confident my results will be immeasurable.”

    CPA Marketing Genius has opened my eyes that there is a right way to market and a wrong way. Why waster our valuable time as CPAs trying to do things the wrong way when we are not marketers by trade. CPA Marketing Genius offers valuable insight and tips that will save our most valuable resource…time.

     

    David Robbins, CPA
    Illinois
    ,
    |
  • We now have a defined direction and are experiencing growth in both companies. In 2016, our revenues were $153,000. Based on the first 5 months of 2017, we will do $231,030 in revenues.

    George Leddicotte, CPA ,
    |
  • "I go to a lot of meetings and seminars. The SuperConference was the best one I have ever been to."

    Gerald P. Dagostino, CPA ,
    |
  • “Your program will allow me to change to the life style practice I want. This is Priceless.”

    For over thirty years, I have been in the trenches getting the job done but at a high price of time and commitment.  Up to this point, I knew I had problems with this but no way of attacking the problem.  Your program has allowed me to set the foundation to start the process. The fact that you have been where we are at and basically telling us what works and doesn't give us all the

    Your program is giving me the encouragement that I can change to the Lifestyle practice I want. That is priceless.I plan on setting up systems and take a hard look at everything I am doing.  The good feelings that this creates is immeasurable.

    Thanks Salim for opening the doors.

     

    Howard T. Kaufman, CPA Illinois ,
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  • “I have seen the biggest return on marketing dollars from the things I learned.”

    I studied and learned everything I could from the materials and then quickly put what I learned to work for me in my firm. The results were everything I hoped for and could have expected. I have seen the biggest return on marketing dollars from the things I learned and implemented from Salim's programs.

     

    Ike Ikokwu, CPA, CFP Georgia ,
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  • “We were able to put our heads together and quickly design one system for the entire office/administrative staff to use to remedy the problem.”

    The results of this were two - fold. Not only did we address an issue that was concerning to us, but we all saw how easy it was to systematize a process. Our goal is to continue to use systematic thinking to approach other areas of concern. Though the use of systems we hope to achieve better staff performance, better client service, and a more profitable CPA practice. Thank you Salim!

     

    James Boehm, CPA
    Texas
    ,
    |
  • Salim is a gift sent to us.  He provides valuable information that will sky rocket our practice.  He shares so much information and really makes you think and work toward your goals.  I highly recommend Salim to any practitioner who is serious about their wealth and want to take their practice to over $1 million.  He is very genuine and sincere.

    Jeanette Travesjo, CPA ,
    |
  • Salim provided a wealth of information in the 2 day seminar.

    I gained invaluable knowledge and am excited to go back to my office with an action plan and new directions for my practice.

    Jon Bell, CPA ,
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  • Salim provides a roadmap for small firms to execute.

    Amazing value worth the investment. Salim provides a roadmap for small firms to execute. I’m looking forward to seeing my partners results as we implement Salim’s recommendations.

    Kristin Difolco ,
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  • “Taking my practice to the next level!”

    I would say on an overall basis what I’ve been able to do is get a better understanding of what my options are. I think things ranging from the SEO to doing the emailing and various things along those lines. Writing your own book. It’s really triggered things in my mind as to how I can bring my practice to the next level.

     

    Kurt Behrenfeld, CPA New York ,
    |
  • “CPA Marketing Genius is exactly what I was looking for!”

    Salim has done a great job of breaking down “Elite-Level” marketing strategies into an easy to follow step-by-step success system. Even if you have heard these techniques before, you’ll be amazed by how Salim turns them into powerful marketing tools customized specifically for the CPA. I’m already successfully using what I’ve learned in my practice. I’m excited that I finally have the answers I need to work on my practice rather than working for it!

     

    Meryl Greenwald, CPA
    New Jersey
    ,
    |
  • The program met and exceeded all of my expectations.

    Salim opened my eyes to new concepts and ideas beyond his books. I highly recommend the program to others and look forward to future events and training. I leave today with action items to address this week to move my firm forward.

    Michael J. Campo, CPA ,
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  • Start-up CPA firm off the ground in less than 30 days

    Thanks Salim for the guidance you provide. It has been truly helpful in getting my business off the ground. I have recently signed up 2 new business clients in my first month and have 3 potential new clients that are getting their information together for me to review and discuss services I can provide. All these will result in new annual revenues of approximately $10,000 -$12,000 for my practice.

    You provide a ton of valuable resources in the marketing system that I have been able to immediately put to use in my practice. It would have taken me years and years to develop these on my own and tens of thousands of dollars. I can now simply use the marketing system you’ve successfully used in your own practice and put to use in mine.

    Michael Lewis, CPA ,
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  • I am happy to report that Salim methods have led to a huge increase in my practice and a happier lifestyle. As part of his coaching group, I have already had a six figure increase in revenues this year.

    Peter Holtz, CPA ,
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  • Salim Teaches How to Work Smarter, Not Harder!

    There is a lot to learn from Salim and the way he does things. I think also he’ll tell you how to have a better work- life balance. How to work smarter, not harder. I think it’s well worth the investment.

    I’m just looking forward to implementing what I learned and building a better practice for myself and my family.

     

    Peter Marchiano ,
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  • Structures and Systems to Develop Staff and Increase Retention!

    I think probably the biggest thing I learned at this workshop was some of the structures and systems to put in place that’s going to help develop staff and increase retention, which by implementing those things will lead to a lot higher level of client and employee satisfaction. What I think that’s going to do is going to make it a lot more fun to go to work and make it a lot easier to work on my business and not have to be there worrying about everything being handled on a moment to moment basis.

     

    Randy Owens, EA ,
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  • The Idea to "Run My Practice Like a Business" Sunk In

    No more of the "everybody does it their own way" and heaven help you if you have to figure out what someone else did when they are not around. It will also allow for me to offload the time consuming administrative tasks I have been performing myself. With documented systems it will make it so anyone in the firm can handle tasks that I have handled in the past, because I never took the time to train them. This will free up more of my time for the more important matters.

     

    Randy Powers, CPA ,
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  • "This was by far the best conference I have ever attended. I can't wait to get back and implement. I know this has been a life changer and I am looking forward to sharing all of our wins with this amazing group. Thank you so much from the bottom of my heart. Here is to our revolutionary new beginnings!!!"

    Raymond Sawyer, CPA ,
    |
  • My revenues have increased by more than $20,000 in that time.

    It’s hard to believe it’s only been a short six months, but you know, my revenues have increased by more than $20,000 in that time. My team member and I, we’re working in a way we had not before and Salim is actually teaching us how to do that.

    Rebbecca Brown, CPA ,
    |
  • It’s the middle of April and I’ve brought my family to a beautiful place here in the Georgia mountains. Being here would not have been possible had it not been for the GPG group and all the coaching and counseling I’ve received not only from Salim, but from the other coaching members as well. It’s been a real difference maker.

    I’ve had the best Tax Season I’ve ever had in 14 years of working on my own and that would not have been possible without the groups help. That’s a fact.

    Sonu Shukla ,
    |
  • "Thanks. You have given me direction to transition my job into a business."

    Tommy Taylor, CPA ,
    |
  • Salim Gives You That Last Extra Edge You Need!

    I know Salim gives you that last extra edge that you need, he brings that out of you in the CPA world. That’s why we do events like this. That’s why he has speakers like me at these events. To inspire, to motivate you, to make you relentless, and to make you a winner.

    Wayne Allyn Root, Former Vice Presidential Nominee ,
    |

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