Teaspiller for accountants 20110225
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© 2010 Teaspiller, LLC. ® -- Confidential How does this work ? “getting new clients tops [accountants’] list of concerns” -- Sage Survey 2011, “What Keeps Accountants Up at Night”
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This is a quick overview for accountants on how Teaspiller helps bring more leads and digitize referrals to help an accountant grow their practice even faster.
Transcript of Teaspiller for accountants 20110225
© 2010 Teaspiller, LLC.® -- Confidential
How does this work ?How does this work ?
“getting new clients tops [accountants’] list of concerns”
-- Sage Survey 2011, “What Keeps Accountants Up at Night”
© 2010 TEASPILLER® -- Confidential 2
The more client ratings, the more leads Teaspiller will send you.
The more client ratings, the more leads Teaspiller will send you.
“getting new clients tops [accountants’] list of concerns”
-- Sage Survey 2011, “What Keeps Accountants Up at Night”
© 2010 TEASPILLER® -- Confidential 3
Get more client reviews 3 ways …Get more client reviews 3 ways …
Ask your current clients.Your free Teaspiller profile will give you a link to send to current clients.
Respond to leads with Teaspiller quotes.Convert leads into clients. At payment, the client will be required to leave a review (and ask friends for referrals).
Add your current clients to Teaspiller.Send quotes, share files, invoice, and payments through Teaspiller. We’ll guarantee your client leaves you a review.
© 2010 TEASPILLER® -- Confidential 4
WHAT DOES THE CLIENT SEEWHAT DOES THE CLIENT SEE
TEASPILLER DEMO
© 2010 TEASPILLER® -- Confidential 5
A client asks for a quote from you.A client asks for a quote from you.
© 2010 TEASPILLER® -- Confidential 6
Step 1: Client reviews your initial estimated quote.Step 1: Client reviews your initial estimated quote.
© 2010 TEASPILLER® -- Confidential 7
Step 2: Client securely share files & data.Step 2: Client securely share files & data.
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Step 3: Client gets a final invoice and pays before work is released.
Step 3: Client gets a final invoice and pays before work is released.
© 2010 TEASPILLER® -- Confidential 9
Client leaves a review, insuring more leads and referrals for you.
Client leaves a review, insuring more leads and referrals for you.
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My Account – Client’s ViewMy Account – Client’s View
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My Account – Accountant’s ViewMy Account – Accountant’s View
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How do we compare? How do we compare?
Happier Clients.More visibility into an accountant’s background and more accountability throughout the client-
engagement.
Happier Accountants.Digitizes referrals and guarantees more leads
(across the country).
