This is a question that was asked in my Facebook community, followed by what software to use for sharing the lead magnet, capturing email addresses, and sending automated follow-up emails.
In this article, I’ll be answering these questions and sharing a few helpful resources to help you generate leads and build your email list of potential clients.
What are bookkeepers using as a lead magnet?
A DIY Solution
If you want to create your own lead magnet from scratch, a simple idea is to put together a handy checklist of things clients can do to prepare to hire a bookkeeper and what documents to gather. This way, by the time they come to you, your job will be a lot easier. This can be extremely helpful as many business owners may know they need a bookkeeper but are confused about the process of where to start.
A Done-For-You Solution
If you’re looking for a quick, done-for-you solution, Heather Boyer, a content strategist for bookkeepers has a growing collection of lead magnet templates you can customize with your logo and brand colors quickly and easily. She used to be a bookkeeper so she knows the industry and what clients will find helpful.
Below are my referral links for a few she has available in her shop.
Lead magnet templates for bookkeepers
What software should you use for sharing the lead magnet and capturing emails?
Once you finish putting together your lead magnet, you may be wondering what software you should use to deliver the lead magnet and send automated follow-up emails.
I use MailerLite both to deliver my lead magnets and for automated nurture emails. However, there are plenty of other options available.
Instead of procrastinating and going down the rabbit hole of comparing tools and features, I recommend picking one tool that fits your budget and requirements and mastering it. The important thing is to take action, stay consistent, and measure your results.
Have questions about creating a lead magnet for your bookkeeping business? Post your question in the Facebook community for support. I’m always happy to help!
