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I'm a little bit old school here. I use our calendar to record all potential new clients and their first-time visits to Killingsworth Spencer. From there, I have a spreadsheet that records these visits, where the referral came from, and if they became a client or not (with their client #). I also have CRM software, but I chose to use my spreadsheet for a quick and accurate visual. It's exciting that more than 90% of first-time visitors to our office for a no-obligation/no-cost meeting with us become clients. Our clients come from 3 main sources: client referrals, PowerCore referrals, and website browsing. The high conversion rate to clients tells me that when a referral is made or a potential client checks out our website, they are already quite interested in working with a reputable CPA firm.
Referral Trigger Response