Why Accounting Firms Need to Talk About the Federal Budget
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18 March, 2022
Imagine trying to fit a square peg into a round hole – it just doesn't work!
Similarly, sending generic email messages to your entire contact list may not resonate with everyone. That’s where segmentation comes in.
Segmenting your email database helps you deliver messages that speak directly to specific groups’ unique needs and interests within your client base.
There is a range of services that may be provided by accountants, financial advisors, and lawyers, and superannuation clients may not be interested in how to build value in a business.
You may be a savvy accountant, a financial wizard or a legal eagle; shouting into the void will not get your skills recognised. You need to be connecting with your audience on a personal level. Sending them emails they have no interest in can only result in their unsubscribing.
Segmentation ensures your email marketing is targeted and relevant, rather than sending the same message to everyone. By grouping your audience based on their needs and interests, you can deliver content that speaks directly to them.
For professional service firms, this means recognising the different challenges and priorities of your clients and tailoring your communication accordingly. A well-segmented approach strengthens engagement, demonstrates expertise, and builds trust with the right audience.
Here’s why segmentation is essential for professional service providers:
Contact segmentation is especially effective when you have several target audiences. These could be divided into the range of services or industries you serve.
Some key metrics that may help determine if you need to segment your audience for marketing are the open rate, click-through rate, and unsubscribe rate.
Data collected by customer relationship management software states that more than 75% of email ROI comes from segmented campaigns.
Now that we’ve embraced the power of segmented contact lists for professional services marketing let’s dive into the nuts and bolts of segmentation.
Here are a few basic segments you could utilise:
Age
Location
Industry
Company Size
Occupation
Services engaged/interested in
Remember, you must gather data from the clients or leads to place them into a specific category, and one contact may be in multiple segments.
Location is a crucial point of information as the recent tax changes in Victoria will be of no consequence to Queenslanders. Furthermore, Sydney residents may be more interested in their rights in a high-crime area than in a small rural town.
Industry can help improve your marketing twofold. First, you need to know the most common industries that engage your services, and the other is to produce content aimed directly at that industry. An example is helping builders prevent insolvency by tailoring educational pieces to challenges they face in the current economy.
Ensure your segments are not too small to be effective. Emailing all business clients may be more worthwhile than selecting every service you provide to businesses. Alternatively, having an audience that is too broad will dilute the effectiveness of your messaging.
As your marketing partner, Practice and Pixels can assist you in segmenting your audience using a CRM system. This is our process:
Placing data-gathering forms throughout your website will also ensure you can target an interested contact, even if they are not a current client. For example, if someone downloads a guide all about Self-managed Super Funds, their information could be added to the relevant list segment for future communication.
Connecting with clients in the professional services industries is not a one-size-fits-all endeavour.
A segmented contact list is your secret weapon for personalising conversations with each client through your email marketing efforts.
So, embrace the power of contact segmentation, understand your audience, and watch your email marketing efforts soar to new heights. It’s not rocket science; it’s just the ABCs of successful professional service marketing!
If you would like more information or assistance marketing your firm, contact us.

If you’re ready to take your brand and digital presence to the next level, schedule a 15-minute chat with our brand specialists for professional service firms to discuss your business growth plans and how we can play a key role.

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