Peter Vander Wall walks through a simple funnel for accountants: an opt-in for a free training video, a call-to-action to book a consultation, an application to qualify prospects, and email follow-up for people who aren't ready to buy yet.
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I recommend this VSL funnel system for basically anybody starting out online. And I want to walk you through this and show you how this works here. So this system is by intent incredibly simple here. And so it all starts with an opt in where we're just grabbing their name, email, phone number. The reason they're going to give us this information is because we're dangling this free training in front of them. So if that conversation is, I think I've outgrown my cpa, then maybe the free training is something like how to know if you've outgrown your cpa. And so they sign up to watch this free training. And now the call to action at the end of the free training is to book a call to work with me and my team. And so if they're ready to make that step, then they're going to fill out an application and what we like to do is qualify or disqualify them based on some of this information that they're putting in. The vast majority of people who sign up for this free training are not going to go ahead and book that call. And so because we grabbed their contact info, we can retarget them on our email list now. And that's going to be an opportunity for people who take months or even years to make buying decisions to be able to still stay in touch with you and still be reminded about your brand and reminded about what you do and reminded of how you can help them.