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Monday, July 06 2026
How To Set Up A CPA Drip Marketing Campaign

How To Build A CPA Drip Marketing System
(Print And Share With Your Sales Leader)
By Glenn Fallavollita, President of SellMorePayroll.com & Drip Marketing, Inc.

  • Word Count: 162
  • Time To Read: 37 Seconds

To help you develop a drip marketing system that targets your database of CPAs/referral partners, you will find below a list of seven steps all sales leaders and owners need to consider:

  1. Define Your Sales & Marketing Objectives
  2. Build A Database of CPAs
  3. Create An Enticing Marketing Message
  4. Develop A Low-Risk Offer or Call-To-Action 
  5. Create A Landing Page For Your Website
  6. Create A Follow-up Phone Strategy For You & Your Sales Team 
  7. Develop A Marketing Deliverables Date and Sales Follow-up Calendar

After writing out your marketing strategy, you now need to roll up your sleeves and get the following things done:

  • Build a database of local CPAs/CPA firms.
  • Design three (3) e-mail marketing campaigns to be sent to your database of CPAs (#1: press release, #2: press release follow-up campaign, and #3: a second follow-up campaign).
  • Create a powerful low-risk offer for the above-mentioned campaigns.
  • Before you send any of the above-mentioned campaigns, proof each campaign BEFORE you hit the send button.
  • Write a phone script for your sales team to use in their follow-up efforts (train them on it, too).
  • Tell your sales team to be available for two to three MANDATORY 90-minute phone blitz sessions.

Your Drip Marketing Strategy...

Remember, drip marketing is all about sending the right message at the right time to the right audience at the right frequency! 


About The Author:

Glenn Fallavollita is a nationally recognized keynote speaker providing money-making advice to help payroll service owners, sales pros, and marketing gurus build more profitable relationships with their database of prospects, referral partners, and clients.

Additionally, Glenn is the president of SellMorePayroll.com and Drip Marketing, Inc. and has written 50+ whitepapers and three sales/self-marketing books, Supercharge Your Payroll Sales NOW!Stop Whining AND Start Selling, and Drip Marketing: A Powerful New Marketing Strategy That Gets Prospects To Buy From YouHe also writes blogs for LinkedIn and other national websites.

© Drip Marketing, Inc.  All Rights Reserved May Not Be Used Without Written Permission.

Posted by: SellMorePayroll.com AT 01:38 pm   |  Permalink   |  Email