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Virtual Campfire: Client DataRegister
October 19, 2022 @ 2:00 pm - 2:45 pm EDT
Accountants and advisors are often positioned at the heart of business decision-making and core processes, giving us access to a wealth of data useful to marketing strategy. What are we capturing, and how? Is this data allowing us to do a lifecycle analysis or is it stuck in disparate systems? Are we using it to target clients and segment our messaging? We’ll discuss how it’s been useful and what the challenges have been in using client data to grow and retain our client base.
Sarah Johnson Dobek is president and founder of Inovautus Consulting, a national consulting firm that develops strategies, programs, and training designed to help accounting firms grow faster and in the right direction.
Prior to forming Inovautus, Sarah was the Director of Marketing for a Chicago-based accounting firm and the Director of Consulting Services at PDI Global, where she learned the nuts and bolts of public accounting firms and the importance of aligning marketing, people, and practice management strategies to achieve growth.
Having been named a “Top 100 Most Influential Person” eight times by Accounting Today and a “Top 20 Under 40 Vendor” three times by CPA Practice Advisor, Sarah is without a doubt glued into the profession. Living and breathing her passion, she is also a member and former board member of the Association for Accounting Marketing (AAM), past president and member of the CPA Consultants Alliance, and president of CPAsNET, an internationally affiliated association.
Raissa joined Weaver as head of digital and lead gen in 2020, a full-service national CPA and advisory firm. She began her early career in the technology industry, then spent 12 years as head of marketing at PKF Texas, a firm recognized as a market-leader by its peers due to many industry firsts, winning more than 120 awards along the way. She founded her consultancy Running Reload LLC in 2015 where she works with clients on social optimization and Guided Marketing.
As a pioneer of digital strategy for professional services for more than 20 years, Raissa’s led digital transformations in marketing technology, web and content strategy and lead generation customer journeys. She speaks regularly on growth strategy, marketing operations, digital performance and the like.
She hosts AAM’s monthly Virtual Campfire video conference and was AAM Marketer of the Year 2011, was named “One to Watch” by Accounting Today’s Top 100 Most Influential in Accounting, is Past President of Houston’s Interactive Marketing Association, and founder of non-profit Celtic Valor, which awards scholarships to veterans.
Amanda is a marketing strategist and project manager with more than fifteen years of experience in accounting marketing. For the past seven years she’s served as Marketing Director and department of one at True Partners Consulting (TPC), a national tax-only accounting firm with nine offices across the U.S. To say ‘she wears many hats’ is an understatement. Alongside her awesome team of outsourced partners, Amanda provides strategic marketing counsel to the firm’s management team, manages all forms of marketing communications, plans conferences and events, trains firm professionals on marketing and business development topics and more. During her time at True Partners, she has created awareness of and increased respect for marketing’s value. She strongly believes that the most important thing an accounting marketer can do is build trust with the partners and professional staff by learning and understanding their business.
Amanda earned her MBA in Marketing Strategy & Planning from DePaul University’s Kellstadt Graduate School of Business in Chicago. She is also a proud alumna of the University of Wisconsin – Go Badgers! She works remotely from her home in Connecticut which she shares with her husband and two sons.
Amanda is a new co-host of AAM’s Virtual Campfire video conference series and looks forward to facilitating conversations on topics that help AAM members contribute to the growth of their firms. Connect with Amanda on LinkedIn.