As a bookkeeper, finding unique ways to generate leads and attract clients is key to growing your business. One of the most effective yet often overlooked methods is the use of Pop-By’s I first learned about Pop-By’s during my time in real estate, where they were a go-to strategy for staying top of mind with potential clients. Now, as a bookkeeper, I’ve found that using Pop-By’s at local businesses and CPA offices can be a game-changer when it comes to generating leads. Here’s how you can leverage this technique to grow your bookkeeping business.
What Are POP Bys?
Pop-By’s are small, thoughtful gifts or gestures given to potential clients or partners to leave a lasting impression. They’re typically delivered in person and can be a great way to initiate a conversation, build relationships, and stay top of mind without coming off as pushy. In real estate, these were often used as a way to engage clients in a friendly and informal way. Now, I’ve adapted this strategy for bookkeeping, and it works wonders in building relationships with local businesses and CPAs.
1. Using Pop-By’s at Local Businesses
Local businesses are a goldmine for potential clients for bookkeepers. Small business owners are constantly managing their financials and need reliable bookkeeping services. By strategically visiting local businesses and leaving a small, thoughtful gift, you can introduce yourself and your services in a way that feels natural and unforced.
For example, you could drop off a branded pen, a helpful financial calendar, or an informative guide (like a tax tips brochure) to give them something useful while letting them know who you are and what you do. Keep it professional but personal—maybe even include a handwritten note that offers a free consultation or a discount on your services for first-time clients.
When you leave these Pop-By’s you’re opening the door for future conversations and positioning yourself as the go-to bookkeeper for their needs. Plus, small business owners will appreciate that you took the time to visit their location and offer something of value. Over time, these small interactions can lead to long-term clients and referrals.
2. Leveraging Pop-By’s at CPA Offices
Another great way to generate leads is by visiting local CPA offices. CPAs often have a network of clients who need bookkeeping services, but they may not always have the time or resources to provide it themselves. By establishing relationships with local CPAs, you can create a mutually beneficial referral system.
Drop off a Pop-By at the CPA’s office—something simple, like a branded notepad, a financial tip sheet, or a small desk accessory that they might appreciate. When you visit, introduce yourself, share your services, and explain how you can help their clients with bookkeeping. Offering a quick, no-obligation consultation for any of their clients who may need additional support can also be a great way to open the door for a partnership.
When you give these gifts, you’re not only presenting yourself as a helpful resource, but you’re also showing that you’re eager to build a strong relationship with local professionals in the community. CPAs will remember you and may refer clients to you when they need bookkeeping services, or they may send leads your way if they’re overbooked or want to outsource the work.
3. Building Relationships, Not Just Leads
The key to making Pop-By’s work for your bookkeeping business is focusing on relationship-building. It’s not just about handing out gifts—it’s about offering something of value, establishing trust, and creating connections that will ultimately benefit both you and the business owners or CPAs you engage with.
You don’t need to visit every business in town—target the ones that align with your ideal clients. For example, if you specialize in bookkeeping for small retail businesses, focus your efforts on local retail shops. If you specialize in bookkeeping for medical professionals, consider visiting doctors’ offices or clinics. Tailor your POP Bys to suit the specific needs of your target market.
4. Incorporating Pop-By’s into Your Marketing Strategy
The beauty of Pop-By’s is that they can be an extension of your overall marketing strategy. While you’re already active on social media and reaching out through email campaigns, personal, face-to-face interactions can really set you apart. By consistently visiting local businesses and CPA offices, you can create a strong local presence that makes you more memorable.
Remember, POP Bys don’t need to be expensive or extravagant. The key is consistency and thoughtfulness. A branded pen, a helpful guide, or a discount on services can go a long way in making a lasting impression. Just be sure to follow up with a phone call or email after your visit to continue the conversation and build the relationship.
Conclusion
POP Bys are a unique and powerful tool that bookkeepers can use to generate leads and attract clients. By delivering small, thoughtful gifts to local businesses and CPA offices, you can introduce your services in a non-invasive way and start building meaningful relationships with potential clients. Whether you’re offering helpful resources, branded items, or a simple thank you note, POP Bys can help you stay top of mind and create opportunities for new business.
So, next time you’re looking for a creative way to get your bookkeeping business in front of new clients, consider using POP Bys as part of your strategy. It’s a personal, effective, and low-cost method to create lasting connections and turn leads into loyal clients.
Download Your Free POP By Ideas & Canva Template for Tags!
Ready to boost your lead generation with a unique and personal touch? Download our FREE POP By Ideas and Canva Template for POP By Tags to make your bookkeeping outreach stand out!