July 25, 2025


Webinar


1 CPE

Implementing an AI-Enabled Marketing Strategy for Your Firm

July 25, 2025
Webinar
1 CPE

Implementing an AI-Enabled Marketing Strategy for Your Firm

  • Instructor

    Gaynor
    Hardy(Meilke)

Learning Objectives

After attending this presentation, you will be able to...

  • Design custom AI chatbots tailored to specific business needs and use cases
  • Evaluate different AI platforms to select the most appropriate solution
  • Implement security measures to protect sensitive data in AI applications
  • Develop AI agents that can operate autonomously with minimal guidance
  • Create effective repository for training specialized AI assistants
  • Analyze the performance and effectiveness of deployed AI chatbots
  • Integrate AI assistants into existing workflows and systems

Major Topics

  • The major topics that will be covered in this course include:

    • Content
    • From generating content ideas to SEO research and creating content through its distribution we will look at tools to accomplish these goals efficiently and effectively.
    • Lead Generation
    • Tools to determine the best offers and get them in front of the appropriate audiences.
    • Lead Nurturing
    • Once you have a prospective client "raise their hand" virtually or physically, it is critical to design and implement campaigns and other tactics to keep them engaged and move them closer to being a client. We will cover this i-depth during the course.
    • Sales
    • After you have a prospect ready to get to the next phase of the purchase journey, it is imperative to answer objections, explain the process of working with your firm and then close the sale. These tools will allow you to do this without an entire sales team!
    • Onboarding
    • Once the prospect becomes a client leverage automation to make onboarding seamless, systematic and simple for your team.
    • Referrals and Reviews
    • Instead of chasing clients for reviews or case studies, consider baking the ask right into your current or automated processes. This course will show you how!

CPE Credits Available

1 CPE
1
Communications and Marketing

Things to Know About This Course

Course Level

  • Basic

Professional Area of Focus

  • Management

Advanced Preparation

None

Intended Audience

Marketing Leads for Accounting Firms and Accounting Firm Mangement/Owners

Provider

CPA Crossings, LLC

Register For This Event

  • ASCPA Member

    $ 55 55
    Join
  • ASCPA Non-Member

    $ 105 105
    Your Price

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