178 ⎸ Lead Magnets & Email with Liz Wilcox

Hey ambitious bookkeepers!

In this interview episode, we've got the amazing Liz Wilcox joining us to spill her secrets on turning email followers into friends, and eventually, loyal clients.

Listen here or on your favorite podcast player, or watch the video version on YouTube >>

Now let's dive into some highlights!

The Magic of Lead Magnets: The Gentle Nudge We All Need

Lead magnets. We've all heard the term, but Liz has this incredible knack for breaking it down so it doesn't sound like marketing jargon. Think of them as an "ethical bribe" (her words, not mine!)—a way to offer something valuable in exchange for an email address. It’s about enticing the right people. Whether it be through a nonprofit or an eco-friendly twist, your lead magnet should speak to your ideal client.

I remember when I started with a bookkeeping checklist for those brave enough to DIY their books. But thanks to Liz, I’ve refocused, now offering insights on key performance indicators (KPIs) for entrepreneurs eager to outsource their bookkeeping. It’s been a game-changer.

Email Marketing: Building Bridges, One Email at a Time

Liz has this fantastic concept called the "email staircase," where your emails help transition followers into friends and then, ultimately, into customers. It’s not just about sending emails for the sake of it; it's about building relationships. She recommends sharing milestones, offering service availability, and even celebrating those wins—big or small.

Oh, and here's a tip: Don’t be shy about pitching in every single email. Liz insists it’s essential, especially if you're sending only one newsletter a month.

Strategic Website Magic: Your Virtual Storefront Needs Love Too

Placing strategic call-to-action buttons and lead magnets throughout your website is a must-do. Liz suggests scattering these opportunities across your homepage, About page, and even blog posts. Imagine your site as a treasure map, leading potential clients to X marks the spot with multiple chances to join your email list. Because as Liz wisely puts it, missing out on site visitors is like letting valuable leads slip through the cracks.

Channel Your Inner Drake: The Art of Being Everywhere

In a playful twist, Liz encourages us to adopt the "Drake method." No, we’re not dropping a mixtape, but we are striving to be everywhere our potential clients are—podcasts, digital summits, Facebook groups, you name it. The idea is to make it impossible for people to forget about you. It’s all about those multiple touchpoints, spreading out, and making your presence felt.

A Salute to Our Bookkeeping Heroes

One of the warmest parts of our conversation was when Liz expressed her appreciation for her bookkeeper, Angelica. It struck a chord with me—a testament to the deeply personal and impactful role we, as bookkeepers, play in our client's lives. Angelica does more than just crunch numbers; she helps Liz align her financial decisions with her broader life and business goals.

Final Thoughts

Wrapping up, Liz is a huge advocate for stepping out of your comfort zone and advocating for your business. And look, I get it, it's intimidating! But remember, you are your business's best champion, and no one will carry that torch quite like you do.

If you're interested in Liz’s email setup resources or her Mad Libs-style templates—ideal for making email marketing a bit less daunting—be sure to check out lizwilcox.com. And if you haven’t already, give this episode a listen. It's packed with so much more detail and inspiration.

Happy bookkeeping, my friends! Keep being ambitious and don’t forget—you’ve got this.

Connect with Liz

🎁 Free Email Swipes for Building Your Email List

🌐 lizwilcox.com

Connect with The Ambitious Bookkeeper®

🌐 Website: ambitiousbookkeeper.com

👩‍💻 Blog: ambitiousbookkeeper.com/blog

📱 Instagram: instagram.com/ambitiousbookkeeper

📱 Facebook: Facebook.com/serenashoupcpa

💼 LinkedIn: Linkedin.com/in/SerenaShoup

For experienced bookkeepers & accountants:

Learn how to start your bookkeeping business in The Bookkeeping Business Accelerator® >>

Grab my FREE Start your Bookkeeping Biz Checklist >>

Grab my FREE New Client Onboarding Templates >>

For new bookkeepers:

Learn the fundamental accounting skills in Katie Ferro's Become a Bookkeeper >>

For online course creators:

Become a client at my firm, Of Course Financial >>

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