The Story
TPS Software is a practice management solution designed exclusively for accountants. For more than 20 years, TPS has helped accounting firms across the U.S. and Canada organize and optimize their practice.
As technology and the accounting industry have evolved, TPS Software has updated its selection of offerings to stay relevant. One such major update is TPS Cloud Axis– a cloud-based version of TPS’ flagship on-premise product.
TPS wanted to attract new firms and users to its product, while also encouraging existing on-premise clients to transition to the new cloud-based version. With a keen eye toward the future, TPS was also interested in reinvigorating its brand to appeal to a younger millennial demographic.
The Solution
We devised a lead generation strategy for TPS that attracted and funneled prospects through a content-based process. Tactics included ebooks, video webinars, SEO blogging, targeted email marketing, and trending social media content.
Lead Generation
Ebook and Webinar
Free educational content that speaks to audience interests while generating and nurturing leads
We created an in-depth ebook based on the audience’s needs and pain points, providing free downloads of the ebook on the website and social media as a way to capture emails and nurture potential leads through educational content.
We also strategized and helped create an on-demand video webinar in which the TPS team discusses top pain points for small-mid size accounting firms– another lead generation mechanism.
SEO-Driven Blog Posts
Fun and informative content that educates readers while attracting website traffic and promoting TPS products and features
From industry news and advice to technical how-to posts, we craft high-quality content around topics that appeal to the accountants and administrators TPS wants to reach.
As a bonus, blog posts are selected and written to provide SEO value and can attract organic traffic for years to come.
Email Marketing
and Management
Reaching new markets, enhancing client communication, and promoting new products
After 20+ years in business and countless trade show events, TPS has access to a variety of email lists with potential leads. We help TPS harness and manage those lists, crafting marketing messages for specific audience segments and keeping thousands of emails properly organized.
We also help TPS keep in touch with its own clients, provide them with ongoing resources and support that help users get the most out of TPS products.
Social Media
Content
Fun social media content designed to reach new audiences and help TPS stand out in a dry industry
Accounting isn't exactly the most exciting of industries– at least, that's the perception TPS wants to push back against!
We supplement TPS' social media strategy with fun and engaging content based on social media trends.
The Results
TPS Software has seen a significant increase in website traffic and leads. Paired with a moderate Google Adwords and social media advertising budget, in the first six months of 2021 we were able to achieve:
It's important to note, TPS' moderate investment in Google Adwords campaigns and social media advertising enabled our marketing strategy to work further and faster. While good marketing strategy is always a long game, a little up-front advertising can help drive immediate results.
The Feedback
If you are a small business like us, I am sure you know how difficult it is to create a communication voice for your business. It is not a skill many have. When we decided to hire Wholeheart it was because I’d read some of their blog material and it was so unique and fresh I knew we needed them on our team. Our industry can sometimes be considered stuffy and we wanted to climb out of that. Wholeheart has been able in a short time to “grasp” our audience and our company and has helped us put a much brighter face on our firm.
- TOM DAWSON, MANAGING PARTNER, TPS SOFTWARE