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Finding New Payroll Customers Using LinkedIn

Tips for Accountants

How do you feel about customer prospecting?

If you’re looking for help, hook up with LinkedIn.

Getting Started with LinkedIn

Two ways to go

Free: Offers basic searchTry starting here

Premium: Delivers greater search optionsConsider LinkedIn’s Sales Navigator

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You’re On LinkedIn, Now What?

Try search criteria such as industry, geographic location or job title

Take a look at your current customers’ profiles—search for those with similar backgrounds

Insider Tip!

Set a time limit on your prospecting. This will help control your schedule.

Write Meaningful Connection Requests

Ditch the canned message that LinkedIn provides

Write a personal, meaningful message

Insider Tip!

Make connection requests a daily routine. Try just 5 min.

1. Develop your own objective for the group

2. Consider why someone would be interested in joining

3. Put together a calendar of ideas to post

4. Posts could include helpful links, questions or answers

Consider Starting a LinkedIn Group

Your group is a great place to post questions to

identify those who need accounting, bookkeeping, tax

or payroll services.

Be mindful of scheduling time to start, manage,

monitor and participate in the discussion.

Insider Tips!

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