How to Create a Successful Bookkeeping Lead Magnet in 5 Easy Steps

by | 7 May, 2020 | 0 comments

How to make a successful Bookkeeping Lead Magnet

Bookkeeping Lead Magnet in 5 Easy Steps

A Lead Magnet can completely make or break your Bookkeeping business’s lead generation success and it also plays a vital role in developing a successful customer value optimization system. In the world of Sales & Marketing, Lead Magnets are extremely common with Inbound Marketing for one simple reason – they work, very well. The Savvy Bookkeeper team would love to see the world of Bookkeeping embrace the concept of using Lead Magnets to help keep the industry-relevant and at the forefront of business owners’ minds to help Australian small businesses grow. Because of this, we have created this article to take you through the steps of creating and launching a successful Bookkeeping Lead Magnet.


What is a Lead Magnet?

At its core, a Lead Magnet is anything of value that you can exchange for a prospect's contact information. Most common Lead Magnets include free guide or report that’s delivered in PDF format however there are plenty of other Lead Magnets you can offer (more on this later). In general, a Lead Magnet goal is to maximize the number of targeted leads you are getting for an offer.


Create a Bookkeeping Lead Magnet in 5 Simple Steps:

Step 1: Choose Your Ideal Client

Your Lead Magnets should be ultra-specific to the people you want to attract. If your lead magnet isn’t relevant to the wants and needs of your ideal client, they aren’t going to download it.

Step 2: Identify Your Value Proposition

Once you’ve identified your Ideal Client you need to give them a compelling reason to download your Bookkeeping Lead Magnet. The best value propositions are something that your ideal client already needs, requiring less convincing on your part. Instead of trying to create something you think they could want, figure out what they already need, and deliver that. Simply put, find a common problem your ideal client faces and provide a quick solution to that problem.

Step 3: Choose What Type of Lead Magnet You Will Offer

There are several types of Lead Magnet options that are suitable for the Bookkeeping industry that you can choose from. These types of Lead Magnets include:

  • Cheat Sheets
  • Toolkits
  • Video Training/Webinars
  • Checklists
  • Basic Calculator Templates

Once you find the right Lead Magnet format for you make sure that you Keep It Simple, Focus On Your Strengths, Prioritise Rapid Consumption, and include an Action to be Taken when creating your content.

Step 4: Create Your Lead Magnet

Now it’s time to create your Lead Magnet. This can be done using a variety of formats such as Spreadsheets (from Microsoft Excel, Google Sheets or Airtable), PDFs, Email Series, or Webinars (created through applications such as Zoom or Loom to be hosted privately on Vimeo or YouTube).

First things first, create an outline of what your Lead Magnet will look like and what you want it to accomplish for your ideal client. Once the outline is complete its time to write your content. (Big Tip! Some people find it easier to record yourself talking about each bullet point, rather than sitting down and writing to help generate your lead magnet content.)

Once your content is ready to go its time to make it look professional and attractive. The Savvy Bookkeeper we suggest using Canva to help make your written Lead Magnets attractive to help keep your branding consistent. This is a user-friendly application that is available on both mobile and desktop.

Step 5: Getting Your Lead Magnet Live

Once you have your Lead Magnet ready to go live you need to make it available to be found online. Thankfully, in today’s digital age there are multiple user-friendly ways to get your Lead Magnet live online. Here are our top suggestions for adding your Lead Magnet to your website:

  1. Email Marketing Software

Email Software has come a long way from being able to send out Newsletters. Today, you’re able to create landing pages for Lead Magnets as well as automating your entire customer experience from initial Lead Magnet download through to client re-engagement marketing campaigns. The Savvy Team strongly suggests Bookkeepers utilize Email Marketing Software options to add your Lead Magnet to your website as the process is much more straight forward, cost-effective, and user friendly.


Here are our top picks for adding your Lead Magnet to your website through the use of Email Marketing Software:


  1. WordPress Integration

If you’d rather keep your landing page creation done directly through your website you can choose to use a variety of WordPress Plugins where you can have your ideal clients signing up to a form that then adds them to your email software to begin the Lead Magnet process. Although this is a great option it does take much more skill than simply using your Email Marketing Software. If you would prefer to go this route we would highly suggest you speak directly with a website agency or developer to ensure this integration is done properly.

Once your Lead Magnet is live on your website you can either choose the leave the landing page to do its magic in Google or help it get more visibility through the use of Facebook Ads.


Final Notes:

After this 5 Step Process, you will be able to have your very own Bookkeeping Lead Magnet visible for potential clients to find you and become well-informed clients. Remember, with the right Lead Magnet, you are empowered to attract all the ideal clients you can candle. Through this method of marketing your value, you only get one chance to make a first impression so much sure it’s a good one by having a solid Follow Up system in place to check in on those who have downloaded your Lead Magnet.

By creating a solid follow up system you will be able to communicate with your potential clients and assist in creating that successful client value system I mentioned earlier which is lead to you have valuable and loyal clients that love working with you.


•For more information about Lead Magnets please listen to The Bookkeepers Voice:
Episode #67.


For more information about creating a successful Follow-Up process please check out The Bookkeepers' Voice:
Podcast Episode #60 and

 Podcast Episode #61.


That is our take on creating a Bookkeeping lead magnet. Over to you…

Thank you for reading our post. By being able to share what you do in a meaningful way with potential clients, you make it easier for them to chose you. It makes it far easier to commit to buying something from the Deli if they give you a sample to taste. In the same way, business owners want to see that you are offering them something that will enhance their business, and they need you to separate yourself from other Bookkeepers who seem to be offering the same thing. That is why you need a Bookkeeping Lead Magnet, and we hope you've found it easy to follow along. If you need any help, please get in touch!




If you are a Bookkeeper who otherwise needs help with Savvy's Marketing your Bookkeeping services, such as; Sales, Marketing, Website, Google Ads, Facebook Ads, Business Logo and more, please get in contact.


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