Situational Analysis

Fates, Bodily, & Parker was experiencing steady growth, but knew its long-term success would be derived from executing on its core principle of providing proactive, advice-driven financial services. Where other CPA firms typically wait until tax time to engage with their clients, this firm sought to create continuous educational content, business benchmarking resources, and new services to help companies better understand and strengthen their financial positions each year.

The challenge was taking an already busy accounting firm and implementing an operational and marketing infrastructure that streamlined the client journey and simplified the process of creating and deploying valuable content. From the first impression online through the website and social media channels to deepening existing relationships with additional services, the goal of developing a unique and engaging client experience would need to rely on the right outside agencies and new software. Through ShapeConnect's business software and services procurement platform, we connected Fates, Bodily and Parker with following experts and agencies:

• Hicks Creative Services for updated branding and marketing material design,
• Lead Love for Hubspot CRM implementation and marketing automation setup
• AWD Digital for optimized website and social media management
• Yvonne Petterson, our very own ShapeConnect Solutions Expert, to build a solutions roadmap that solved key issues and ensured projects we're running smoothly.

Marketing & Operational Excellence

What value has been realized from the partners and solutions we have connected Fates, Bodily, & Parker with?

• Created and executed a phased solutions roadmap for growth
• Developed and launched new branding and social media presence
• Identified the right business associations for the firm to partner with to connect with their target clients
• Refined the brand messaging and delivered professionally designed sales and marketing materials for new services
• Integrated, configured, and segmented customer data in a new CRM system
• Automated key aspects of the customer journey to streamline the sales process and reduce burdens on the staff
• Led a website revitalization effort with a partner agency to provide a better user experience
• Increased SEO with consistent content creation and blogging

Winning Results

What have been the results from our comprehensive approach to streamlining Fates, Bodily, & Parkers growth?

• Grew from 8-employees to 25 employees in 2.5 years
• Increased year-over-year revenue growth by over 30% (2021 -2022)
• Selected a social media manager that increased followers by over 1,000 on Instagram and over 450 on LinkedIn
• Identified business communities and strategic partnership opportunities that yielded over $30,000 new client referrals
• Completed website and SEO improvements that increased new client lead bookings each month of FY21
• Leveraged a PR provider to get Fates, Bodily, & Parker in the news to bolster its visibility and thought leadership