Posted on: October 14, 2020 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 come up with something interesting that incorporates flowers and seems friendly to the customer.

Tell your customers what the purpose of your chatbot is. Is it to answer questions, suggest products, or just for general comments? Customers want to know why you’ve created this chatbot and why they should take the time to use it.

You’ll also want to let the customer know the availability of your chatbot. Even though it’s AI, you still want a human available in case something goes wrong with it. It is technology, after all. If something goes wrong, will there be someone right away to fix it, or will they have to wait?

Customers have made it clear that they want transparency when dealing with businesses. They want to know what they’re dealing with and who is getting their money. Make it clear that your chatbot is there to make the shopping experience easier, and that if anything should go wrong, a human will be with them shortly!

And finally, tell the customers what the capabilities are of this chatbot.

One great way to use a chatbot for your firm is to create lead magnets. Items of value to your target client base. These can be infographics, short focused eBooks (as PDFs), checklists, or even access to a video where you inform and educate them about your services.

Your chatbot can be the way they found out about these items and get the link to them. Do not forget to use some additional form of lead capture to get the most out of the leads from your chatbot, and the educational information you provide access to.


What are you waiting for? Create your chatbot now, start automating, and let it do the heavy lifting for you!


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