Who's Really the BOSS?

Building a Referral Pipeline That Actually Works

Listen Later

Rachel and Marcus pull back the curtain on how Dillon Business Advisors went from zero website leads after a botched domain migration to a packed January calendar full of prospective client meetings. They trace the full lead journey — from SEO recovery and HubSpot automation to referral partner relationships and the pre-call nurturing that warms prospects before Rachel even says hello.

Sponsors
Discover.AI -  discover.ai 

Introducing Collective by DBA
https://collective.cpa
https://www.linkedin.com/company/collectivebydba

Learn More About Dillon Business Advisors
https://www.dillonadvisors.com
https://www.linkedin.com/company/dillonbusinessadvisors

Sign up to get free CPE for listening to this podcast
https://earmarkcpe.com

Download the Earmark CPE App
Apple: https://apps.apple.com/us/app/earmark-cpe/id1562599728

Android: https://play.google.com/store/apps/details?id=com.earmarkcpe.app

  • (00:00) - BOSS S5E5
  • (00:28) - January Survival Recap
  • (02:18) - Sales Calls Surge
  • (04:18) - Rebrand Website Fallout
  • (08:40) - Traffic Drops to Zero
  • (10:38) - Audits and Vendor Lessons
  • (13:12) - Calendar Automation Flow
  • (21:03) - Nurturing Before Calls
  • (23:21) - Where Leads Come From
  • (25:31) - Tax Season Referral Tips
  • (26:29) - Reviews and Testimonials
  • (27:50) - Make Reviews Easy
  • (28:31) - Celebrate Team Wins
  • (29:43) - Track Client Case Studies
  • (31:40) - Lead With Results
  • (33:25) - Discovery Call Agenda
  • (36:11) - Where Leads Come From
  • (37:34) - Referral Partner Outreach
  • (40:26) - Webinars and Playbook
  • (42:58) - Events and Capacity
  • (46:31) - In Person Lead Gen
  • (50:33) - Final Action Steps
    • ...more
    View all episodesView all episodes
    Download on the App Store
    Who's Really the BOSS?By Marcus Dillon, Rachel Dillon
    • 4.6
    • 4.6
    • 4.6
    • 4.6
    • 4.6

    4.6

    11 ratings

    More shows like Who's Really the BOSS?

    View all
    The Accounting Podcast by Blake Oliver & David Leary

    The Accounting Podcast

    347 Listeners

    Business Strategy for CPA's by Geraldine Carter

    Business Strategy for CPA's

    45 Listeners

    Future Firm Accounting Podcast by Ryan Lazanis

    Future Firm Accounting Podcast

    28 Listeners

    Building the Premier Accounting Firm by Roger Knecht

    Building the Premier Accounting Firm

    17 Listeners

    SmartLess by Jason Bateman, Sean Hayes, Will Arnett

    SmartLess

    58,365 Listeners

    Jason On Firms Podcast by Jason Staats

    Jason On Firms Podcast

    58 Listeners

    FP&A Unlocked by Paul Barnhurst

    FP&A Unlocked

    25 Listeners

    The Mr. R Show by Chris Picciurro and John Tripolsky

    The Mr. R Show

    0 Listeners

    Tax in Action: Practical Strategies for Tax Pros by Jeremy Wells, EA, CPA

    Tax in Action: Practical Strategies for Tax Pros

    14 Listeners