Accounting Lead Telemarketing

Generating leads for accountants and bookkeepers through telemarketing can be a great way to reach new local clients in need of your services.

Some of the common telemarketing campaigns for accountants include

  • Bookkeeping leads
  • Tax preparation service leads

Because the exact methods for generating leads will vary based on your exact needs here are a few general best practices to consider when getting a campaign started:

  • Make the campaign simple- keep things short and to the point.
  • Start off with a short greeting and explain the reason for the call within the first 30 seconds or risk losing the prospect’s attention.Verify first, ask for new information second
  • Create an FAQ (frequently asked questions) sheet with appropriate responses the telemarketer can use to overcome objections.
  • Don’t pack too much into these initial calls.  The goal is to get a lead and NOT to close the sale.

Accounting Lead Generation Scripts

Here are a couple simple outlines for accounting lead generating scripts.  Keep in mind you might need to change the questions included here to match your business.  Just remember the suggestions on this page while making changes and you will make a workable script.

Bookkeeping Lead Script
Tax preparation Lead Script