AutomationLinks

Marketing for CPA Case Study
Mar 05, 2024

This blog post has been researched, edited, and approved by expert Hannah Peake. Join our newsletter below to get our free marketing guides.

four simple tips for cpa marketing:

  1. Leverage Digital Marketing: Invest in a strong online presence with a modern, easy-to-navigate website and active social media profiles. Use email marketing and SEO to reach potential clients and keep them engaged.
  2. Automate Your Processes: Implement automation tools for routine tasks like email follow-ups, lead tracking, and appointment scheduling. This frees up more time for client consultations and strategic planning.
  3. Focus on Client Relationships: Use personalized email communication and automated newsletters to stay in touch with clients. Show them you value their business and are always thinking about their financial health.
  4. Track Your Success: Regularly review your website traffic and lead conversion rates to understand what strategies are working. Use this data to refine your marketing efforts and invest more in the tactics that bring in clients.

Table of contents

Introduction to The Partnership

Website Overhaul and Digital Strategy Implementation

Implementing SEO strategies

Google Ad Campaigns

Review from the firm

Embracing the Future with AutomationLinks

Introduction to the Partnership

Two years back, we teamed up with a CPA firm that had big plans. At first, they only wanted a new website, but it didn't take long for them to realize they needed a bit more help to attract more clients for their growing business.


Their situation before they met us wasn't great. Their website looked outdated, and when people tried to find them on Google My Business, they couldn't. That's a big deal because being visible on Google helps local customers find you easily. Also, their website was a hassle to update. It was built with WordPress, which can be great, but not when your website team takes forever to get back to you. This made it really hard for them to keep their site fresh and up-to-date.


That's where AutomationLinks stepped in. The first thing we did was give their website a total refresh. We made sure the new design looked sleek and professional, which is just what you want for a CPA firm. But we didn't stop there. We decided to build their new site using Duda.co. This was a game-changer for them. Duda.co is super user-friendly, so the CPA firm could now make updates to their website on their own, without waiting on anyone. This means they could quickly add new services, update their team's info, or post latest news without any hassle.


But the benefits didn't end with just a nicer-looking site and easier updates. By moving to Duda.co, their website started to load much faster. Website speed is important because if your site is slow, people might leave before they even see what you offer. Plus, a faster site and some smart tweaks meant their website began to rank better on Google. This means when people in their area search for CPA services, their firm shows up more often, helping them attract more local clients.

AutomationLinks Wilmington NC

Connect With Us On X

Connect with AutomationLinks owner Brad Smith on X (formerly Twitter) here to learn more about advertising. Feel free to message him with any questions about X advertising and marketing.

Website Overhaul and Digital Strategy Implementation

Website Overhaul and Digital Strategy Implementation

Once we finished making their website look awesome, we didn't just stop there. We hooked their website up with some cool email marketing tools. This meant they could start collecting email addresses from visitors through special pages we set up, called landing pages. These are pages designed to do one thing really well: get visitors to sign up and share their email, so the CPA firm could keep in touch with them.


But it wasn't just about collecting emails. We set up a system that could automatically send out emails to follow up with anyone interested in their services. This is super important because it means they wouldn't miss a chance to connect with potential clients. Each lead would get personalized attention through these automated emails, making them feel valued and keeping the firm at the top of their mind.


With the website all set and these tools in place, we made sure everything was working together nicely with Google's tools like Search Console, Google My Business, and Analytics, and we didn't forget about Bing. This setup was crucial. It let the CPA firm see how people found their website and what they did there, which helps in making smart business decisions.

implementing sEO strategies

Implementing SEO Strategies

Seeing how everything was now ready to really pull in more clients, the CPA firm decided it was time to push their marketing even further. They asked us, AutomationLinks, to take over managing their SEO (which helps people find their site through search engines like Google), send out email newsletters, keep their Google My Business page updated, and run Google ads for them.


We got to work on finding the best keywords that would not just bring local clients but also set them apart in their industry. It's like finding the magic words that potential clients use when they're looking for services the CPA firm offers. With these keywords, we fine-tuned their website and their ads to make sure they'd show up right where people were looking.


Our goal with all this was to create a super-smart marketing funnel. This is a way of guiding potential clients from the moment they first hear about the CPA firm all the way to deciding to work with them. By focusing on the right areas and using the latest strategies, we aimed to not just get them more clients but to make them leaders in their field.

google ad campaigns

google ad campaigns

A sales funnel is like a journey you take your ideal customer on, from the moment they first stumble upon your website, all the way to the point where they decide to buy from you. It's about grabbing their attention, getting them interested, and then building a strong online relationship until they're ready to become customers.


To make this journey a success, we got busy with a bunch of different strategies for the CPA firm. We set up several Google ad campaigns to reach people looking for CPA services. To keep the website fresh and interesting, we added four new blog posts every month. These weren't just any blogs; they were carefully written to draw in more visitors and show off the firm's expertise. On top of that, we sent out regular newsletters to keep in touch with potential clients and worked on making their LinkedIn profile stand out.


Fast forward two years, and the results speak for themselves. The CPA firm's website went from getting 300 visitors a month to an impressive 6,000. But it wasn't just about more people visiting; the number of leads — people interested in their services — skyrocketed by 10 times. And out of all those leads, 8% were choosing to do business with them. That's a huge deal because it means their efforts were not just attracting attention, but actually converting visitors into paying customers.


To get these amazing results, here's what we used:

  • Google Ads: This helped us show ads to people searching for CPA services.
  • Google Retargeting: This clever trick shows ads to people who visited the website before, reminding them to come back.
  • YouTube Videos: By creating informative and engaging videos, we could reach potential clients on a popular platform.
  • Email Newsletters: Regular updates kept the firm in the minds of potential clients.
  • Email Automation: This system sent out emails automatically to follow up with leads, saving time and ensuring no one was forgotten.
  • SEO and Blogs: By optimizing the website and posting great content, we drew in more organic (free) traffic.
  • CRM (Customer Relationship Management): This tool helped the firm keep track of all their leads and manage their growing customer base efficiently.


With all these tools and strategies in play, the CPA firm didn't just grow their traffic; they transformed their entire approach to getting and handling clients, setting them up for continued success.

Review from the firm

Partnering with AutomationLinks has revolutionized our CPA firm's online presence and lead generation strategy over the past two years. Initially approached for website redesign, their comprehensive approach extended far beyond, addressing our invisible Google My Business listing and challenging website management on WordPress. AutomationLinks introduced a sleek, modern website hosted on the Duda.co platform, significantly enhancing usability, SEO, and page load speed.


The transformation didn't stop at web design; AutomationLinks integrated advanced email marketing tools, developed lead-capturing landing pages, and automated our email follow-up process. This groundwork paved the way for an aggressive digital marketing strategy, including SEO, email newsletters, Google My Business optimization, and targeted Google Ads campaigns.


Thanks to AutomationLinks' expertise, our firm has seen exponential growth in web traffic and lead conversion, jumping from 300 to over 6,000 monthly visitors and achieving a tenfold increase in lead flow with an 8% conversion rate. Their strategic use of Google ads, retargeting, YouTube content, and a robust CRM system for lead management has not only elevated our online visibility but also positioned us as a dominant force in our industry.

Embracing the Future with automationlinks

Embracing the future with AutomationLinks

At AutomationLinks, we're all about sticking with you for the long haul. We're not just here to do a one-time job for the CPA Firm; we're here every month, making sure their ads hit the mark, their blogs stay interesting, and their newsletters keep going out without a hitch.


We believe in making things easy and automatic. That's why we use our special tools to make sure your marketing does its job without you having to worry about it. This way, you spend less but get more people interested in what you do.


Our main goal? To make sure that with our help, you're always getting more back than what you put into your marketing. We're here to make sure that everything from ads to emails runs smoothly, so you can focus on the big picture.

AutomationLinks Wilmington NC

AutomationLinks

AutomationLinks is a digital marketing agency located in Wilmington North Carolina. We have worked with over 6,000 businesses and nonprofits over the last 10 years. We believe in a relationship marketing approach to help you turn visitors into customers using automation.

Frequently Asked questions

  • How to do CPA Marketing?

    CPA marketing involves promoting offers where you get paid each time someone takes a specific action, like signing up for a free trial or filling out a form. Start by joining a CPA network where you can find offers to promote. Then, use your website, social media, or email campaigns to share these offers with your audience and encourage them to take action.

  • What is the best CPA marketing method?

    The best CPA marketing method often depends on your audience and where they spend their time. However, many find success with content marketing, where you create valuable content related to the CPA offers, or through targeted paid advertising, which can quickly reach a large audience ready to take action. Experimenting with different methods to see what works best for your specific niche is key.

  • How can I track the success of my CPA marketing efforts?

    Tracking the success of your CPA marketing is crucial to understand what's working and what's not. You can use tools provided by your CPA network to monitor clicks, conversions, and earnings from your promotions. Additionally, integrating analytics tools with your website or landing pages can give deeper insights into user behavior and conversion paths, helping you optimize your campaigns for better results.

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