Integrating the web into your client services

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Transcript Integrating the web into your client services

PracticeWEB
Richard Sergeant
Head of Sales and Marketing
www.practiceweb.co.uk
Focus for today
• What is your firm trying to achieve with its
website?
• Strategies to incorporate the web into marketing
and client service
What is your firm trying to achieve
with its website?
• Step One – Setting up your site for success
• Value – Your site is delivering value if it is
aligned to the objectives of your business
• Focus- What are these objectives?
• Signposts – Channels which reflect your
objectives
• Propositions – Robust Service propositions
Propositions
Triangle Usability Theory
Content
Resources
Contact
Service Page Example
Content
Business Start Up Service
Resource
Contact
Start up information guides
Partner details
Start up Claculator
Online Form
Other Propositions
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Services
Sectors
Specialist areas
Partners/Staff
Location
Why is this important
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Compact, concise, useful and informative
What more could a user want?
Opens up other areas of your site
Aids Cross selling
Not everyone arrives via your homepage
Great for search engines
Marketing & Client Services
• Principle one: There is no difference between
online marketing and offline marketing- there is
just marketing. Only the medium is different.
• Principle two: Anything you do offline can be
supported and/or replicated online.
Activity
Budget Reports
Seminars
Website
Other activities that your site could
help with…
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Newsletters – weekly, monthly
Brochures
Events you attend
Networking
Client Referrals
Golf Days
Sponsorships
More that we can discuss
• capturing sales leads and data
• integrating with your business development and
CRM approach
• Online service delivery, and collaborative tools
• Integrating sound basic financial principles to
your clients e-business approaches
PracticeWEB
Richard Sergeant
Head of Sales and Marketing
[email protected]
0117 915 9600
www.practiceweb.co.uk