Profits + Prosecco: The Podcast

5. The difference between a marketing system and a CRM - and why Kajabi is my pick


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When a bookkeeper decides to start their own bookkeeping business, their minds go to one place: getting clients.

A lot of these bookkeepers naturally gravitate toward sorting out their CRM first. They want something concrete to work with so they know they're ready when a client finally signs with them…

But it's putting the cart before the horse.

Having your CRMs sorted out is important. But it's not the first thing you need to focus on. You need to get people warmed up to you and your offer first, and the easiest way to do that is setting up a self-sustaining marketing system.

Not as easy as it sounds, right? Marketing can feel like this big, nebulous thing without a clear place to start, especially for left-brained logistical people like us. But don't fret! I'm here today to demystify marketing for you…and tell you exactly what you should be focusing on as a new bookkeeper.

EPISODE RESOURCES:

Season 2 of Profits & Prosecco is HERE! Kick off your newest podcast addiction (or celebrate its return!) and listen to Episode 1 now: https://open.spotify.com/show/4dB0ZE8JaxqrkImm3Ifxrb

Sick of imposter syndrome keeping you stuck? Join the new + improved BECOME A BOOKKEEPER now: https://www.katieferro.com/become

Want a peek behind the curtain into LIBBY, my program all about what it really takes to have a simple and scalable (and successful) bookkeeping business? Get access to my free, on-demand four-part series, 6 Secrets to a Simple, Scalable Bookkeeping Business: www.katieferro.com/6-secrets

Learn how to take your bookkeeping skills and turn them into a business that allows you to replace (or surpass) your corporate salary, be present for your life, and profoundly impact your clients without selling your life in the process by joining Life by the Books (LIBBY).

CONNECT WITH KATIE:

Website: https://www.katieferro.com/

For first dibs (and the best prices!) on new offers from me, follow me on Instagram, then subscribe to my email list:

IG: www.instagram.com/orderlyaccountingbykatie

Email Opt In: www.katieferro.com/email

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Profits + Prosecco: The PodcastBy Katie Ferro

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