Seminars: Let’s Get the Word Out

Seminars are a great way for accounting firms to introduce a new service, educate on a current service or inform clients on an issue that may be very pertinent to their financial situation. However, often times the message misses its mark due to an unsure approach to the audience and lack of follow-up. The following are a few ways to update your checklist for ensuring greater success with your own seminar.

Make sure your audience is appropriate for the topic. Not everyone on your client list is meant for every subject or service your firm hosts seminars on. Take the time to know exactly whom you are inviting. In fact, it’s a great idea to go through your invitation list and write short personal notes on each invitation. While this may seem time consuming, clients respond more to the personal feel and sense of urgency that YOU think they should be in attendance.

Follow up with a phone call. Sometimes clients mean to attend your seminar and forget to write it down or figure they have more time until the actual event than they do. A quick phone call a few days before the event to remind them will help ensure your attendance level will be higher.

Have your presenter present to you first. While you may be educated on the subject your presenter is speaking on, obviously your clients are not. Make sure your presenter has a style that will be inclined to exciting them rather than inadvertently putting them to sleep.

Have everyone sign in when they arrive. This way you can check who actually showed versus those who said they’d come and didn’t attend. Send a thank you letter to those who attended and make a phone call to those who didn’t. This is your opportunity to find out if they’d like to schedule a personal meeting later to discuss what they missed.

Always evaluate the success of your event against your expectations. Make sure you covered all your bases and if not, be prepared to make adjustments for your next event.


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