A Marketing Plan For Accounting Firms

CMM Financial

An OKC Based Accounting Firm

Why CMM Financial Hired Sean Garner Consulting

CMM Financial is a full service accounting firm that has been in business for over 20 years. They recently were purchased by new ownership that was really wanting to create a solid brand and be the industry leaders for small business accounting.
Like most small businesses, they were so busy taking care of their clients and did not have a marketing strategy in place that they could consistently implement.

Our team created a complete marketing strategy from the ground up so that they could have a solid foundation to continue to build upon. We created updated branding complete with messaging, logo, and brand guidelines so that everything looked in line with the level of services they provide. We build them a complete marketing funnel. A one-liner statement so they could unify their team with a consistent message, website, lead generator, email sequence follow-up, social media strategy as well as on going consulting.

What was the result?

In just 3 months we were able to 10x their website traffic which resulted in bringing in tens of thousands of dollars in reoccurring revenue. By working together to package their services into a better offer and having a proven marketing funnel to send leads to we were able to reach new levels of growth for CMM.

As a Marketing Domination client, we continue to work with CMM Financial and looking forward to continuing their growth and domination!

Project Overview

  • Marketing Domination Package

  • StoryBrand Messaging

  • Logo Design & Brand Guidelines

  • Lead Generating PDF

  • Complete Marketing Funnel

  • Website Design & Development

  • Email Automations

  • Sales Process

  • Offer Creation & Packaging

  • Social Media Strategy

  • Google Optimization & SEO

  • On-going Consulting

Branding

Logo, Brand Guidlines, & Messaging

With a StoryBrand BrandScript, you won't just be talking - you'll have your customers listening. We crafted an unbeatable brand message for CMM that clearly shows the problem they solve and brings new customers in by showing them as THE go-to expert in the industry.

We brought the CMM brand to life with a logo that captures its essence and speaks volumes. Elevating the branding experience further by incorporating fonts, colors, and other design elements throughout all of their marketing materials in order to make sure every customer knows who they are.

Website Design & Development

If you want to make a mark in your industry and get more customers, then having an expertly website is the way to go. Every aspect of the site is designed with purpose to WIN! This website clearly shows off why CMM is the perfect guide for their customers problems; gains new leads and stand out from competitors as an industry leader.

Lead Generator

Capturing leads can be a challenge - especially when some of your website's visitors may not yet know you're the perfect solution for their needs. We believe in giving them something valuable to build trust and establish yourself as an expert, thereby setting up future communication that puts you one step closer to getting what they need most from you!

Email Marketing & Automation

Sales email sequence

Are you missing out on potential sales because prospects aren't ready to buy when they land on your website?

We created a follow-up email sequence personalized for their leads so that communication and connection with them are consistent. When these leads are finally primed and eager to make their purchase – they now have the competitive edge by having established rapport through our carefully crafted emails.

Nurture email sequence strategy

Do you want a reliable strategy for maintaining long-term connections with your leads and demonstrating that you are their go-to expert?

Thats exactly why we built an email sequence plan - one designed to regularly bring value, stay top of mind, and remind prospects why working with CMM is the best move.

Social Media Strategy

Want to make sure your brand is positioned as THE industry leader in its niche?
Crafting a smart social media content strategy can get you there!

We helped build them a social media content strategy that consistently adds value to their audience and positions them as the go-to expert in the industry. With the right approach, it's possible for any business to become an authority in its field.

Google Optimization (SEO)

With the ever-changing landscape of Google optimization, it's essential to stay ahead of your competition by leveraging all available SEO opportunities. We made sure they were taking advantage of a dialed-in My Business listing and keeping on top of the most up-to-date tactics and their visibility is skyrocketing!

SEO

We continually optimize their website for the best search engine rankings possible. By having a deep understanding of how search engines work and the latest SEO strategies, we can quickly make sure that their website is being crawled and indexed properly. This way, more potential customers find them - rather than their competition - when they're looking for services like CMM!


Sean is as good as it gets!

The Marketing Domination package is the best thing we’ve done for our business. Sean is truly an expert on all things marketing. Our traffic has 10x’d+ since we started working with Sean!”

— The CMM Financial Team

Watch the full testimonial

Ready for a marketing plan that consistently works to bring in new leads and grows your business?

We are here every step of the way - working alongside you and your team in a fractional CMO role as we take on industry leaders. 

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