Collaboration & Strategic Consultancy 

How can Mark help

What you need to know

You have been given the link to this page because you have expressed interest in securing Mark’s input to your strategic planning to focus on the UK accountancy marketplace, or in building some form of collaboration-style relationship.

Mark has provided strategic input, advice, content and training to a number of well-known organisations targeting the accountancy profession. His clients have included publishers, financial advisory groups, conference organisers, banks, law firms, software houses, property companies, tax consultancies, outsourcing companies and training providers.

Key Tatics

Strategic Consultancy

Perhaps you are here because you want your team to build, develop and benefit from valuable relationships with accountants. There are many tactics that you could adopt to achieve this overall objective. But first you need to set a broad strategy and clarify the aims that you intend to pursue. Only then will your time, money and effort be well rewarded as you apply these only to key tactics best suited to your aims and objective.

Relevant factors to consider, clarify and collate by way of background often include:

  • What are you selling?
  • How appealing can that be made to accountants?
  • What assumptions are you making about accountants generally?
  • Which areas do you operate in?
  • Why do you think accountants will consider your organisation to be credible and relevant?
  • What marketing messages have you tried? And what have you learned?
  • What media have you tried? And with what success?
  • Do you understand the uniqueness of the Accountancy profession – especially as compared with lawyers and financial advisers?
  • What level of engagement have you already had with accountants?
  • What do your sales and marketing directors believe?
  • What do your front-line sales team believe?

Spend a Day with Mark

It is normally worth engaging Mark to spend a day with your top team responsible for professional partnerships, affinity deals, marketing and sales.

Mark is often asked to facilitate such meetings – he is equally happy to be just one of the ‘team’.  He does however insist on clarity up front as to who is ‘in charge’ on the day and who will be noting key ideas, decisions, action points and agreed follow up activities. For each of these there will need to be clarity as to who will be responsible for progress, within what timescales and who else should be involved.

If required Mark will help you plan the day in advance to secure maximum engagement and positive outcomes.

Throughout Mark will share his insights and views from an external and independent standpoint.

Once you have had the benefit of Mark’s clarity of approach you can be confident that the plans you formulate will be realistic and that you will achieve your aims and objectives in building profitable relationships with accountants.

Software, Apps & Tech

Mark is happy to provide commercial advice utilising his wide-experience, his exceptional network and his highly prized reputation.  He knows what resonates with accountants and what turns them off. There are many factors that can make or break a launch. Few generic approaches have the desired effect. Campaigns need to be well planned and to take account of the specific ways in which UK accountants operate. Few marketing consultants really ‘get’ this.

Perhaps you want Mark to go further and to endorse or help promote your product to accountants. This can be a tricky one as Mark’s reputation means he cannot go so far as to advocate a third-party product he doesn’t use himself.

As Mark is not in practice he prefers to rely on testimonials and recommendations provided by UK based accountants who are best placed to identify the value of a new product and how it compares to others on the market.

Occasionally Mark is retained to check out new products and to provide a review and/or endorsement. In such cases he always makes clear that he cannot guarantee that his work will have the desired outcome.  Understandably this approach limits the appeal of engaging Mark to review new products and apps.

He aims to provide value for money so will be constructive and objective with his feedback especially if he feels unable to provide the hoped for endorsement.

Terms of Business

Mark’s terms of business for consultancy and other services related to Accelerating Access to Accountants are set out here>>>>Please note that he has no interest in affiliate only commission deals!

Contact Mark by emailing mark@bookmarklee.co.uk or book a time to speak on the phone via the link below to discuss your requirements.