Course Details

Accountants and bookkeepers are often told to rely on word-of-mouth or referrals—but that’s not a scalable strategy. In this session, I’ll show you how I consistently generate over £100,000 of new business enquiries each month using content, visibility, and simple systems that turn a personal brand into a lead generation machine. Whether you want to grow your client base, fill your pipeline, or reduce your reliance on outbound selling, this session will walk you through exactly how I do it—step by step.

 

Rachel Harris will cover the following topics during this presentation:


• How I attract daily enquiries using organic content (no ad spend required)

• My full lead generation funnel—from first impression to booked call

• The exact types of content that convert views into serious enquiries

• How I use automation and tech to scale without burning out

• How to qualify leads and stop wasting time on the wrong prospects

 

By attending this session, you’ll learn how to consistently generate high-quality leads using your personal brand, improve the efficiency of your sales process, and reduce your reliance on cold outreach or referrals.

 

This session will be of particular interest to practice owners, client-facing managers, accountants looking to grow their firm or portfolio, and anyone responsible for business development.

 

Course Level: Intermediate

CPD Course Speaker

striveX

Rachel Harris

Rachel Harris is disrupting what it means to be an accountant, a business owner and an employer in 2024. She is a TEDx speaker, Forbes contributor, content creator, author, business owner and most importantly... an accountant! As the official accounting personality of the year 2023 & breakout star of the year 2023, Rachel adds value to her audience of 90,000 by creating completely free long and short form content delivering financial education! She is passionate about free financial education for everyone, she is the founder of @accountant_she, her £1m firm striveX accountants, striveX audit, striveX consulting and striveX mortgages.