Posts Tagged ‘pipeline’
Love Your People? Implement Pipeline Meetings to Reduce Staff Burnout.
For so many firms, the stress of having more work than people has become overwhelming. Traditionally, a surplus of work was a good problem to have, but let’s be honest; it is the root cause of burnout. More and more people in the accounting industry are looking for other opportunities or leaving the profession altogether.…
Read More3 Strategic Projects for Marketing Professionals During Tax Season
Benjamin Franklin said, “in this world, nothing can be said to be certain, except death and taxes.” The same could be said about tax season. While this time of year usually signals the busiest season for tax professionals, the opposite is true for marketers. Tax season is usually the time of year when requests, and…
Read MoreInovautus Spotlight on CRM: Not Surviving, Thriving!
Selecting and implementing a Contact Relationship Management (CRM) system can be both an exciting opportunity and an overwhelming prospect that can fray the nerves of even the most seasoned marketing professional. At Inovautus, we believe CRM is for everyone and doesn’t have to be a hair-raising experience. We recently had a conversation with Stephanie Gandsey…
Read MoreDesigning Pipeline Meetings that Build Your Firm’s Growth Culture
There are many ways to keep marketing and business development top-of-mind in your firm, including reinforcing a consistent brand message, issuing performance measures related to marketing activities, and providing business development training. One effective tool for developing a growth culture in your firm is to hold pipeline meetings. Firms build pipeline documents to track opportunities…
Read More