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SOCIAL MEDIA: REAL ROI RICK TELBERG | CPATRENDLINES. COM | [email protected] 2014 ACCOUNTING TECHNOLOGY NEW YORK SHOW & CONFERENCE WEDNESDAY, APRIL 30, 4-4:50 PM

SOCIAL MEDIA: REAL ROI RICK TELBERG | CPATRENDLINES. COM | [email protected] 2014 ACCOUNTING TECHNOLOGY NEW YORK SHOW & CONFERENCE WEDNESDAY, APRIL

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Page 1: SOCIAL MEDIA: REAL ROI RICK TELBERG | CPATRENDLINES. COM | RICKT@CPATRENDLINES.COM 2014 ACCOUNTING TECHNOLOGY NEW YORK SHOW & CONFERENCE WEDNESDAY, APRIL

SOCIAL MEDIA:REAL ROI

RICK TELBERG | CPATRENDLINES. COM | [email protected]

2014 ACCOUNTING TECHNOLOGY NEW YORK SHOW & CONFERENCE

WEDNESDAY, APRIL 30, 4-4:50 PM

Page 2: SOCIAL MEDIA: REAL ROI RICK TELBERG | CPATRENDLINES. COM | RICKT@CPATRENDLINES.COM 2014 ACCOUNTING TECHNOLOGY NEW YORK SHOW & CONFERENCE WEDNESDAY, APRIL

Facts. Figures. Insights. Implications.

Page 3: SOCIAL MEDIA: REAL ROI RICK TELBERG | CPATRENDLINES. COM | RICKT@CPATRENDLINES.COM 2014 ACCOUNTING TECHNOLOGY NEW YORK SHOW & CONFERENCE WEDNESDAY, APRIL
Page 4: SOCIAL MEDIA: REAL ROI RICK TELBERG | CPATRENDLINES. COM | RICKT@CPATRENDLINES.COM 2014 ACCOUNTING TECHNOLOGY NEW YORK SHOW & CONFERENCE WEDNESDAY, APRIL

Exclusive information.Extraordinary Insight.CPATRENDLINES.COM

Page 5: SOCIAL MEDIA: REAL ROI RICK TELBERG | CPATRENDLINES. COM | RICKT@CPATRENDLINES.COM 2014 ACCOUNTING TECHNOLOGY NEW YORK SHOW & CONFERENCE WEDNESDAY, APRIL
Page 6: SOCIAL MEDIA: REAL ROI RICK TELBERG | CPATRENDLINES. COM | RICKT@CPATRENDLINES.COM 2014 ACCOUNTING TECHNOLOGY NEW YORK SHOW & CONFERENCE WEDNESDAY, APRIL

THE DATABARRY MACQUARRIE

Page 7: SOCIAL MEDIA: REAL ROI RICK TELBERG | CPATRENDLINES. COM | RICKT@CPATRENDLINES.COM 2014 ACCOUNTING TECHNOLOGY NEW YORK SHOW & CONFERENCE WEDNESDAY, APRIL
Page 8: SOCIAL MEDIA: REAL ROI RICK TELBERG | CPATRENDLINES. COM | RICKT@CPATRENDLINES.COM 2014 ACCOUNTING TECHNOLOGY NEW YORK SHOW & CONFERENCE WEDNESDAY, APRIL
Page 9: SOCIAL MEDIA: REAL ROI RICK TELBERG | CPATRENDLINES. COM | RICKT@CPATRENDLINES.COM 2014 ACCOUNTING TECHNOLOGY NEW YORK SHOW & CONFERENCE WEDNESDAY, APRIL
Page 10: SOCIAL MEDIA: REAL ROI RICK TELBERG | CPATRENDLINES. COM | RICKT@CPATRENDLINES.COM 2014 ACCOUNTING TECHNOLOGY NEW YORK SHOW & CONFERENCE WEDNESDAY, APRIL
Page 11: SOCIAL MEDIA: REAL ROI RICK TELBERG | CPATRENDLINES. COM | RICKT@CPATRENDLINES.COM 2014 ACCOUNTING TECHNOLOGY NEW YORK SHOW & CONFERENCE WEDNESDAY, APRIL
Page 12: SOCIAL MEDIA: REAL ROI RICK TELBERG | CPATRENDLINES. COM | RICKT@CPATRENDLINES.COM 2014 ACCOUNTING TECHNOLOGY NEW YORK SHOW & CONFERENCE WEDNESDAY, APRIL
Page 13: SOCIAL MEDIA: REAL ROI RICK TELBERG | CPATRENDLINES. COM | RICKT@CPATRENDLINES.COM 2014 ACCOUNTING TECHNOLOGY NEW YORK SHOW & CONFERENCE WEDNESDAY, APRIL
Page 14: SOCIAL MEDIA: REAL ROI RICK TELBERG | CPATRENDLINES. COM | RICKT@CPATRENDLINES.COM 2014 ACCOUNTING TECHNOLOGY NEW YORK SHOW & CONFERENCE WEDNESDAY, APRIL
Page 15: SOCIAL MEDIA: REAL ROI RICK TELBERG | CPATRENDLINES. COM | RICKT@CPATRENDLINES.COM 2014 ACCOUNTING TECHNOLOGY NEW YORK SHOW & CONFERENCE WEDNESDAY, APRIL
Page 16: SOCIAL MEDIA: REAL ROI RICK TELBERG | CPATRENDLINES. COM | RICKT@CPATRENDLINES.COM 2014 ACCOUNTING TECHNOLOGY NEW YORK SHOW & CONFERENCE WEDNESDAY, APRIL
Page 17: SOCIAL MEDIA: REAL ROI RICK TELBERG | CPATRENDLINES. COM | RICKT@CPATRENDLINES.COM 2014 ACCOUNTING TECHNOLOGY NEW YORK SHOW & CONFERENCE WEDNESDAY, APRIL
Page 18: SOCIAL MEDIA: REAL ROI RICK TELBERG | CPATRENDLINES. COM | RICKT@CPATRENDLINES.COM 2014 ACCOUNTING TECHNOLOGY NEW YORK SHOW & CONFERENCE WEDNESDAY, APRIL
Page 19: SOCIAL MEDIA: REAL ROI RICK TELBERG | CPATRENDLINES. COM | RICKT@CPATRENDLINES.COM 2014 ACCOUNTING TECHNOLOGY NEW YORK SHOW & CONFERENCE WEDNESDAY, APRIL
Page 20: SOCIAL MEDIA: REAL ROI RICK TELBERG | CPATRENDLINES. COM | RICKT@CPATRENDLINES.COM 2014 ACCOUNTING TECHNOLOGY NEW YORK SHOW & CONFERENCE WEDNESDAY, APRIL

TWITTER

Page 21: SOCIAL MEDIA: REAL ROI RICK TELBERG | CPATRENDLINES. COM | RICKT@CPATRENDLINES.COM 2014 ACCOUNTING TECHNOLOGY NEW YORK SHOW & CONFERENCE WEDNESDAY, APRIL

Twitter

It’s like radio. 1010Wins, CBS NewsRadio 88

@cpatrendlines

Page 22: SOCIAL MEDIA: REAL ROI RICK TELBERG | CPATRENDLINES. COM | RICKT@CPATRENDLINES.COM 2014 ACCOUNTING TECHNOLOGY NEW YORK SHOW & CONFERENCE WEDNESDAY, APRIL

Freed Maxick on Twitter

Challenge: Amplify expertise to generate new business and expand into new markets.

Solution: Used Promoted Tweets in search to join real-time conversations and deliver timely thought leadership pieces.

Results:

110% increase in revenue from Twitter generated leads

95% of incremental revenue from new markets

Page 23: SOCIAL MEDIA: REAL ROI RICK TELBERG | CPATRENDLINES. COM | RICKT@CPATRENDLINES.COM 2014 ACCOUNTING TECHNOLOGY NEW YORK SHOW & CONFERENCE WEDNESDAY, APRIL

Freed Maxick on TwitterPromoted Tweets in search with the hashtags #tax and #Obama

Page 24: SOCIAL MEDIA: REAL ROI RICK TELBERG | CPATRENDLINES. COM | RICKT@CPATRENDLINES.COM 2014 ACCOUNTING TECHNOLOGY NEW YORK SHOW & CONFERENCE WEDNESDAY, APRIL

Freed Maxick on Twitter3 keys to success

1. Show them the right message at the right time. 

Target search results for words, phrases and trends that align with your business to capture consumers further along in the buying cycle. With Promoted Tweets in search, @FreedMaxickCPAs put their messages front and center with consumers who were actively seeking information on taxes and tax reform. 

Page 25: SOCIAL MEDIA: REAL ROI RICK TELBERG | CPATRENDLINES. COM | RICKT@CPATRENDLINES.COM 2014 ACCOUNTING TECHNOLOGY NEW YORK SHOW & CONFERENCE WEDNESDAY, APRIL

Freed Maxick on Twitter3 keys to success

2. Become indispensable. 

Build loyalty with your followers and establish industry leadership by becoming a trusted and consistent source of information. 

@FreedMaxickCPAs demonstrated expertise,

provided useful information and

gave meaningful advice

to generate leads. 

Page 26: SOCIAL MEDIA: REAL ROI RICK TELBERG | CPATRENDLINES. COM | RICKT@CPATRENDLINES.COM 2014 ACCOUNTING TECHNOLOGY NEW YORK SHOW & CONFERENCE WEDNESDAY, APRIL

Freed Maxick on Twitter3 keys to success

3. Seize the moment. 

Recognise important opportunities to align your business with conversations that are happening on Twitter. 

@FreedMaxickCPAs grew their business by

providing relevant information

to consumers who were already talking about their area of expertise. 

https://business.twitter.com/success-stories/freed-maxick-cpas

Page 27: SOCIAL MEDIA: REAL ROI RICK TELBERG | CPATRENDLINES. COM | RICKT@CPATRENDLINES.COM 2014 ACCOUNTING TECHNOLOGY NEW YORK SHOW & CONFERENCE WEDNESDAY, APRIL

FACEBOOK

Page 28: SOCIAL MEDIA: REAL ROI RICK TELBERG | CPATRENDLINES. COM | RICKT@CPATRENDLINES.COM 2014 ACCOUNTING TECHNOLOGY NEW YORK SHOW & CONFERENCE WEDNESDAY, APRIL

Facebook for Accountants

Page 29: SOCIAL MEDIA: REAL ROI RICK TELBERG | CPATRENDLINES. COM | RICKT@CPATRENDLINES.COM 2014 ACCOUNTING TECHNOLOGY NEW YORK SHOW & CONFERENCE WEDNESDAY, APRIL

Facebook for Accountants

Page 30: SOCIAL MEDIA: REAL ROI RICK TELBERG | CPATRENDLINES. COM | RICKT@CPATRENDLINES.COM 2014 ACCOUNTING TECHNOLOGY NEW YORK SHOW & CONFERENCE WEDNESDAY, APRIL

Facebook for Accountants

Page 31: SOCIAL MEDIA: REAL ROI RICK TELBERG | CPATRENDLINES. COM | RICKT@CPATRENDLINES.COM 2014 ACCOUNTING TECHNOLOGY NEW YORK SHOW & CONFERENCE WEDNESDAY, APRIL

SOCIAL MEDIA SUCCESS TIPSSCOTT CYTRON AND HUGH DUFFY

Page 32: SOCIAL MEDIA: REAL ROI RICK TELBERG | CPATRENDLINES. COM | RICKT@CPATRENDLINES.COM 2014 ACCOUNTING TECHNOLOGY NEW YORK SHOW & CONFERENCE WEDNESDAY, APRIL

Social Media Success TipsSecret 1: Don’t spend any money

no one can do social media as well as you can do it yourself.

the person who possesses the knowledge should be the one posting

Page 33: SOCIAL MEDIA: REAL ROI RICK TELBERG | CPATRENDLINES. COM | RICKT@CPATRENDLINES.COM 2014 ACCOUNTING TECHNOLOGY NEW YORK SHOW & CONFERENCE WEDNESDAY, APRIL

Social Media Success Tips Secret 2: Keep it simple

positioning yourself as an expert

If you can’t say it in 140 characters, then you need to rewrite what you want to say

to the point

Page 34: SOCIAL MEDIA: REAL ROI RICK TELBERG | CPATRENDLINES. COM | RICKT@CPATRENDLINES.COM 2014 ACCOUNTING TECHNOLOGY NEW YORK SHOW & CONFERENCE WEDNESDAY, APRIL

Social Media Success Tips Secret 3: Connect to others

“duh”

create conversations

spend the time with others who share the same passions you do.

ten minutes a day on LinkedIn

double or even triple your network in a very short time

how to connect to someone you don’t know

connect directly and mention that you have the connection in common

pick up the phone

Page 35: SOCIAL MEDIA: REAL ROI RICK TELBERG | CPATRENDLINES. COM | RICKT@CPATRENDLINES.COM 2014 ACCOUNTING TECHNOLOGY NEW YORK SHOW & CONFERENCE WEDNESDAY, APRIL

Social Media Success Tips Secret 4: Focus on LinkedIn

prioritize social media apps

can’t succeed at all of them

“professional”

Page 36: SOCIAL MEDIA: REAL ROI RICK TELBERG | CPATRENDLINES. COM | RICKT@CPATRENDLINES.COM 2014 ACCOUNTING TECHNOLOGY NEW YORK SHOW & CONFERENCE WEDNESDAY, APRIL

Social Media Success Tips Secret 5: Track your activity

“engagement” and “touch”

How to track what you’re doing:

Set a goal of the number of connections you want to make in any given week or month on LinkedIn, Twitter, or Facebook.

Any time you get a referral, spend a few minutes determining where that referral came from.

Include social media buttons to LinkedIn, Facebook, Twitter, and any other application on your website

keep count of how many clicks you’re getting

Page 37: SOCIAL MEDIA: REAL ROI RICK TELBERG | CPATRENDLINES. COM | RICKT@CPATRENDLINES.COM 2014 ACCOUNTING TECHNOLOGY NEW YORK SHOW & CONFERENCE WEDNESDAY, APRIL

Social Media Success Tips Bottom Line: Be Yourself

be authentic

Genuine

above all, be true to yourself.

If you like humor, keep it light.

If you’re more serious, go for the facts.

Page 38: SOCIAL MEDIA: REAL ROI RICK TELBERG | CPATRENDLINES. COM | RICKT@CPATRENDLINES.COM 2014 ACCOUNTING TECHNOLOGY NEW YORK SHOW & CONFERENCE WEDNESDAY, APRIL

5 Linkedin Tools

1. Products and services tab

2. Audience variations

3. Status updates

4. Company page statistics

5. LinkedIn ads

Page 39: SOCIAL MEDIA: REAL ROI RICK TELBERG | CPATRENDLINES. COM | RICKT@CPATRENDLINES.COM 2014 ACCOUNTING TECHNOLOGY NEW YORK SHOW & CONFERENCE WEDNESDAY, APRIL

5 Linkedin Tools1. Products and services tab

company pages

link directly to internal pages on your website, such as product pages or demo landing pages.

encourage viewers to recommend your products and leave testimonials

Page 40: SOCIAL MEDIA: REAL ROI RICK TELBERG | CPATRENDLINES. COM | RICKT@CPATRENDLINES.COM 2014 ACCOUNTING TECHNOLOGY NEW YORK SHOW & CONFERENCE WEDNESDAY, APRIL

5 Linkedin Tools1. Products and services tab

Get started:

add five products

feature a specific product

drive traffic to that page from other social networks by posting about it—with a link, of course.

Why not encourage your customers to recommend one of the products in your post?

Page 41: SOCIAL MEDIA: REAL ROI RICK TELBERG | CPATRENDLINES. COM | RICKT@CPATRENDLINES.COM 2014 ACCOUNTING TECHNOLOGY NEW YORK SHOW & CONFERENCE WEDNESDAY, APRIL

5 Linkedin Tools2. Audience variations

create variations of your page to target specific personas.

define a persona based on LinkedIn profile information

create a variation of your products and services page to resonate well with that specific persona.

display the information and products most relevant to your viewers

Page 42: SOCIAL MEDIA: REAL ROI RICK TELBERG | CPATRENDLINES. COM | RICKT@CPATRENDLINES.COM 2014 ACCOUNTING TECHNOLOGY NEW YORK SHOW & CONFERENCE WEDNESDAY, APRIL

5 Linkedin Tools2. Audience variations

Get started:

create two personas based on your main target audiences

create custom products and services pages that are relevant to those personas

Monitor your results with custom tracking tokens

Page 43: SOCIAL MEDIA: REAL ROI RICK TELBERG | CPATRENDLINES. COM | RICKT@CPATRENDLINES.COM 2014 ACCOUNTING TECHNOLOGY NEW YORK SHOW & CONFERENCE WEDNESDAY, APRIL

5 Linkedin Tools3. Status updates

include a link and a photo

Get started:

post status updates regularly

measure how well they drive traffic and leads to your website

consider using the questions your customers regularly ask

Page 44: SOCIAL MEDIA: REAL ROI RICK TELBERG | CPATRENDLINES. COM | RICKT@CPATRENDLINES.COM 2014 ACCOUNTING TECHNOLOGY NEW YORK SHOW & CONFERENCE WEDNESDAY, APRIL

5 Linkedin Tools4. Company page statistics

data, data, data

measure engagement

track who visits your page

Page 45: SOCIAL MEDIA: REAL ROI RICK TELBERG | CPATRENDLINES. COM | RICKT@CPATRENDLINES.COM 2014 ACCOUNTING TECHNOLOGY NEW YORK SHOW & CONFERENCE WEDNESDAY, APRIL

5 Linkedin Tools4. Company page statistics

Get started:

visit your company page statistics

how many people visit your page each month

the job roles

industries

tabs they view

Bonus: data for LinkedIn groups

Page 46: SOCIAL MEDIA: REAL ROI RICK TELBERG | CPATRENDLINES. COM | RICKT@CPATRENDLINES.COM 2014 ACCOUNTING TECHNOLOGY NEW YORK SHOW & CONFERENCE WEDNESDAY, APRIL

5 Linkedin Tools5. LinkedIn ads

paid ads to support your organic efforts

never the sole focus

self-service

target specific personas

drive visitors to a landing page on your website

significantly lower cost-per-lead for LinkedIn ads compared to other paid channels

Page 47: SOCIAL MEDIA: REAL ROI RICK TELBERG | CPATRENDLINES. COM | RICKT@CPATRENDLINES.COM 2014 ACCOUNTING TECHNOLOGY NEW YORK SHOW & CONFERENCE WEDNESDAY, APRIL

5 Linkedin Tools5. LinkedIn ads

Get started:

controlled experiment

go to https://www.linkedin.com/ads

set up a limited

specific landing page on your website

small budget to a campaign test

use tracking tokens

Page 48: SOCIAL MEDIA: REAL ROI RICK TELBERG | CPATRENDLINES. COM | RICKT@CPATRENDLINES.COM 2014 ACCOUNTING TECHNOLOGY NEW YORK SHOW & CONFERENCE WEDNESDAY, APRIL

Get the Most Out of LinkedIn

built-in tools

small firms

Page 49: SOCIAL MEDIA: REAL ROI RICK TELBERG | CPATRENDLINES. COM | RICKT@CPATRENDLINES.COM 2014 ACCOUNTING TECHNOLOGY NEW YORK SHOW & CONFERENCE WEDNESDAY, APRIL

Get the Most Out of LinkedIn 1. Increase your visibility

adding connections

increase the likelihood that prospects or referral sources will see your profile first

people would much rather work with people who their friends know and trust

Page 50: SOCIAL MEDIA: REAL ROI RICK TELBERG | CPATRENDLINES. COM | RICKT@CPATRENDLINES.COM 2014 ACCOUNTING TECHNOLOGY NEW YORK SHOW & CONFERENCE WEDNESDAY, APRIL

Get the Most Out of LinkedIn 2. Improve your connectability

Rookie error: only current firm or company in their profile

fill out your profile like it's an executive bio

include past companies

education

affiliations

activities

e-mail signature

Page 51: SOCIAL MEDIA: REAL ROI RICK TELBERG | CPATRENDLINES. COM | RICKT@CPATRENDLINES.COM 2014 ACCOUNTING TECHNOLOGY NEW YORK SHOW & CONFERENCE WEDNESDAY, APRIL

Get the Most Out of LinkedIn3. Increase traffic to your Website. profile

create a public profile and select "Full View."

instead of using the default URL, customize your public profile's URL to be your actual firm name or something descriptive (e.g, My Accounting Firm, etc.)

Page 52: SOCIAL MEDIA: REAL ROI RICK TELBERG | CPATRENDLINES. COM | RICKT@CPATRENDLINES.COM 2014 ACCOUNTING TECHNOLOGY NEW YORK SHOW & CONFERENCE WEDNESDAY, APRIL

Get the Most Out of LinkedIn 4. Ask for advice, answer questions. LinkedIn Answers (under the "More" tab)

broadcast your business-related questions to your network

answering a question someone else has asked may give you "expert" status.

Page 53: SOCIAL MEDIA: REAL ROI RICK TELBERG | CPATRENDLINES. COM | RICKT@CPATRENDLINES.COM 2014 ACCOUNTING TECHNOLOGY NEW YORK SHOW & CONFERENCE WEDNESDAY, APRIL

Get the Most Out of LinkedIn5. Join a LinkedIn Group.

thousands of

receive e-mails whenever someone posts any information to the group's page

opt-in on this with once-daily, batch e-mails

every time someone posts

CPA Trendlines at https://www.linkedin.com/groups?gid=115382

Page 54: SOCIAL MEDIA: REAL ROI RICK TELBERG | CPATRENDLINES. COM | RICKT@CPATRENDLINES.COM 2014 ACCOUNTING TECHNOLOGY NEW YORK SHOW & CONFERENCE WEDNESDAY, APRIL

Get the Most Out of LinkedIn 6. Use "advanced search."

Prospect for new business by searching

industries,

professions and

businesses

Page 55: SOCIAL MEDIA: REAL ROI RICK TELBERG | CPATRENDLINES. COM | RICKT@CPATRENDLINES.COM 2014 ACCOUNTING TECHNOLOGY NEW YORK SHOW & CONFERENCE WEDNESDAY, APRIL

Get the Most Out of LinkedIn 7. Get recommendations

prospects want to see your qualifications

how you position yourself professionally

how many recommendations you have

Page 56: SOCIAL MEDIA: REAL ROI RICK TELBERG | CPATRENDLINES. COM | RICKT@CPATRENDLINES.COM 2014 ACCOUNTING TECHNOLOGY NEW YORK SHOW & CONFERENCE WEDNESDAY, APRIL

Get the Most Out of LinkedIn 8. Your picture

must have

bottom of searches

not be taken seriously

Page 57: SOCIAL MEDIA: REAL ROI RICK TELBERG | CPATRENDLINES. COM | RICKT@CPATRENDLINES.COM 2014 ACCOUNTING TECHNOLOGY NEW YORK SHOW & CONFERENCE WEDNESDAY, APRIL

Get the Most Out of LinkedIn9. Upgrade account?

"Business" account is $24.95/month

"Business Plus" account is $49.95/month

"Executive" account, $99.95/month.

discounts if you pay annually

It depends

Page 58: SOCIAL MEDIA: REAL ROI RICK TELBERG | CPATRENDLINES. COM | RICKT@CPATRENDLINES.COM 2014 ACCOUNTING TECHNOLOGY NEW YORK SHOW & CONFERENCE WEDNESDAY, APRIL

ALL BUSINESS IS SOCIAL BUSINESS

Page 59: SOCIAL MEDIA: REAL ROI RICK TELBERG | CPATRENDLINES. COM | RICKT@CPATRENDLINES.COM 2014 ACCOUNTING TECHNOLOGY NEW YORK SHOW & CONFERENCE WEDNESDAY, APRIL

Rick Telberg

cpatrendlines.com

[email protected]

1 914 602 4641