Master your accounting marketing gameplan.
Every championship team follows a proven playbook.
Our four-step, systematic approach to marketing your firm combines deep industry knowledge with strategic execution, creating consistent results through methodical planning and precise implementation.
01. Analyze
02. Strategize
03. Create
04. Optimize
01. Scouting the Field
ANALYZE
The analysis and discovery process creates a powerful foundation. Our team takes the time to fully understand your business – building upon the strengths of your past and present to help develop your success and future growth.
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Identifying and Confirming Target Demographics
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Developing Detailed Client Personas
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Conducting Competitive Analysis (SWOT)
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Evaluating Current Marketing Efforts
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Assessing Market Opportunities
02. Building the Game Plan
STRATEGIZE
After taking a deep-dive into the data, we craft a customized marketing strategy geared towards innovative growth and success.
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Defining Content Categories and Themes
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Selecting Optimal Marketing Platforms
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Determining Content Types and Formats
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Establishing Brand Guidelines
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Creating Implementation Timelines
03. Executing the Plays
CREATE
Our creative team designs dynamically branded content to catch your customer's eye, visually tell your brand story, and stand out from the competition.
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Optimizing digital profiles
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Designing professional graphics
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Creating content calendars
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Managing platform presence
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Implementing trending strategies
04. Reading the Stats
OPTIMIZE
With each milestone, we assess the strategy effectiveness and remain ready to adjust our approach based on performance data.
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Tracking Detailed Analytics
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Monitoring engagement metrics
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Testing content performance
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Analyzing platform success
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Refining approaches based on data
Why Our Playbook Works
Strategic Advantage
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Built specifically for accounting firms
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Supported by 20+ years of accounting marketing experience
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Adaptable to firm size and future growth
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Systematic, yet flexible
Implementation Success
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Clear, actionable steps
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Measurable progress
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Consistent execution
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Regular optimization
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Resource-conscious planning
Team Benefits
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Reduced marketing stress
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Clear communication
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Defined processes
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Regular updates
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Expert guidance
What our clients say:
Social Bullpen's organized approach means we always know where we stand with our marketing. Their expertise in the accounting industry shows in every strategy they develop.
Partner
Growing Tax Firm
Having a proven marketing playbook has transformed how we approach firm growth. Their systematic process delivers consistent results without overwhelming our team.
Marketing Manager
Regional Firm
Once we clearly defined our ideal client and specialty areas, our marketing became more focused and effective. We stopped trying to appeal to everyone and started attracting the right clients.
Managing Partner
Mid-Size CPA Firm