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Lead Nurture Strategies

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Before starting this self study program, please go through the instructional document.


  • Front of mind strategy
    4 mins
  • How to achieve "KNOW"
    11 mins
  • How to achieve "TRUST"
    21 mins
  • Email / Contact list
    29 mins
  • Speaking Engagements
    36 mins

Course Description

Did you know that 65% of marketers don’t nurture their leads? 

That’s a lot of missed opportunities left untapped.

Lead nurturing refers to the process of engaging, supporting, and building meaningful relationships with your prospective customers, by providing them with appropriate and relevant content and information at every stage of the buyer’s journey.

However, not all leads generated by your marketing team are sales-ready, and while they might be interested in your product or service, they would typically have some questions, and concerns they need to be answered to move from the awareness stage to the decision stage, which is where lead nurturing comes to play.

The best way to nurture leads changes over time.

A method that was highly effective two years ago might not work at all today. Algorithms change. People get overwhelmed with messaging and learn to ignore certain channels.

So it’s important to stay up to date on what lead nurturing tactics are most effective right now.

Converting prospects into clients is a complicated process and one of the most important factors in moving someone towards becoming a client is building trust in you and your practice and establishing credibility as an industry expert.

This CPE course explores the journey through Know-Like-Trust along with strategies to establish credibility with your prospects.

Learning Objectives

  • To compose a Front of Mind strategy.
  • To list 3 ways to provide value in a Front of Mind strategy.
  • To define each stage of know-like-trust.
  • To list the 6 establish credibility with your prospects.
  • To establish communication best practices.

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Accounting Managers
  • Certified Management Accountant
  • Certified Public Accountant
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Entrepreneurial CPA
  • Senior Accountant
  • Staff of Accounting Firm
  • Young CPA