How It Works

Just 5 simple steps to sending
amazing videos to your clients
each month.

How It Works

Just 5 simple steps to sending amazing videos to your clients each month.

Step 1: What to Send

You Choose the Topics

We’ve built a library of marketing content covering a wide variety of topics to educate your clients and prospects. All content has been written and vetted by professional CPAs, so you can count on accuracy.

Each month, you’ll choose which topics from our library that you’d like to send to your clients; or we can choose for you.

Step 1: What to Send

You Choose the Topics

We’ve built a library of marketing content covering a wide variety of topics to educate your clients and prospects. All content has been written and vetted by professional CPAs, so you can count on accuracy.

Each month, you’ll choose which topics from our library that you’d like to send to your clients; or we can choose for you.

Step 2: Select the Face of Your Firm

Use Our Videos

Our library contains high quality videos shot with professional actors and polished by post-production experts.

They’re impressive. Check out an example.

or Film Your Own Videos

With Marketing by Numbers, you have the ability to use our scripts to record your own videos right from your office. You can use any of our prewritten video scripts and customize them however you like. You can even write your own scripts from scratch.

with Your Personal Recording Studio

We’ll send you a portable video studio which includes a stand, lights and microphone. With our video software, you’ll be able to use your phone or tablet as a teleprompter that runs and records your video.

Once you’re finished recording, our production team will download your video, enhance it with graphics and post it on a custom landing page for the world to see.

Step 2: Select the Face of Your Firm

Use Our Videos

Our library contains high quality videos shot with professional actors and polished by post-production experts.

They’re impressive. Check out an example.

or Film Your Own Videos

With Marketing by Numbers, you have the ability to use our scripts to record your own videos right from your office. You can use any of our prewritten video scripts and customize them however you like. You can even write your own scripts from scratch.

with Your Personal Recording Studio

We’ll send you a portable video studio which includes a stand, lights and microphone. With our video software, you’ll be able to use your phone or tablet as a teleprompter that runs and records your video.

Once you’re finished recording, our production team will download your video, enhance it with graphics and post it on a custom landing page for the world to see.

Step 3: We send the emails

We Send the Videos to your Clients

Your contacts want to receive information relevant to their particular situation. In order to accomplish this, we load your contacts into our super sweet marketing software. We then segment your contacts so we know who’s a business owner, who gets a W2, who has kids, etc. This helps us with the next step….

Step 3: We send the emails

We Send the Videos to your Clients

Your contacts want to receive information relevant to their particular situation. In order to accomplish this, we load your contacts into our super sweet marketing software. We then segment your contacts so we know who’s a business owner, who gets a W2, who has kids, etc. This helps us with the next step….

Step 4: Get the Conversations Started

You Get Conversation Alerts

Each email and video page will provide a high level overview of a given topic. If interested, your contact is able to request a phone call, which triggers an immediate Conversation Alert.

Step 4: Get the Conversations Started

You Get Conversation Alerts

Each email and video page will provide a high level overview of a given topic. If interested, your contact is able to request a phone call, which triggers an immediate Conversation Alert.

Step 5: See Success

Your Bi-Weekly ROI Report

We know you’re all about the numbers so every other week we’ll provide you a comprehensive report showing who was contacted, who watched which videos and how many conversations were requested.

Step 5: See Success

Your Bi-Weekly ROI Report

We know you’re all about the numbers so every other week we’ll provide you a comprehensive report showing who was contacted, who watched which videos and how many conversations were requested.

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