Services
Visionary is a lead generation specialist. We know how to shape a business development program to begin conversations with prospects our clients wish to target. Our services include executive calling, mailing, emailing, website design and content, literature design and content, and database development. We help clients size the number of prospects in a market, evaluate which targets to pursue, and design the best prospecting approach to deploy.
Turnkey lead generation support
We provide a complete solution to any firm’s lead generation needs. Our professionals become an extension of their firm, conducting professional, high level selling with the primary goal of getting a prospect ready to accept a phone call from a Partner in the firm. Our in-depth knowledge of the CPA profession makes a difference.
What type of firm engages us?
We have two sets of clients. Firms with a Marketing Director use us to conduct pure lead generation with minimal strategic direction outside of the program we are conducting for them. Then we have firms that are in-between or do not need a full-time Marketing Director. For those clients we act as their Marketing Director and manage all of their lead generation, as well as other marketing needs (i.e. marketing plan, website, literature, ads, etc.) The common thread every client shares is lead development. Our clients engage Visionary to identify new business. The length of time it takes to succeed is dependent on many variables, but the main one is the size of the prospect.
Our services include:
- Non-profit marketing
- Employee benefit plan audit development
- Public company targeting
- Privately held business prospecting
- CPA firm acquisitions
- Literature for CPA firms
- Websites for CPA firms
- Specialty services area such as Fraud, Outsourced CFO, etc.
For additional information, please contact our Managing Partner, Bob Lewis at 800.995.9186