Live webinars win here
Webinars for accounting firms
An accounting firm sells trust, and trust does not fit in a price list. A business owner compares three quotes and picks the cheapest, because there is nothing to tell apart an accountant who knows their industry from one who just re-types invoices. A live webinar gives 45 minutes in which that difference becomes visible.
Example flow
LiveStep 1
A campaign with the Meta pixel leads…
Step 2
180 people register
Step 3
The webinar runs 50 minutes
Step 4
At minute 34 the host shows…
Step 5
After the event the email sequence splits…
Today
What costs time and money today
"How much does it cost?" arrives in the first email, before the client has seen anything except a competitor's price.
Year-end closing eats January and February, and new clients turn up exactly when there is no time to talk to them.
A consultation is an hour with one person, and the same questions about KSeF (Poland's national e-invoicing system), Estonian-style CIT and flat-rate tax come up in every meeting.
A client leaves after two years because they never learned that the firm does more than book invoices.
Live webinars win here
Regulations change during the year, and a recording from March can be out of date by June. Live, the host answers questions about what has just come into force, and AI suggestions approved before sending make it possible to handle 40 questions without a second person at the keyboard. Precision has legal weight here: the host sees the question and decides on the wording, nothing goes out automatically. The replay then plays the real comments and the offer moment, so one event keeps working for the people who missed it.
Live webinar
Wins here- Questions answered on the spot
- Offer shown at the right moment
- Fresh topic, relevant today
Auto webinar
Supporting- A new start every few dozen minutes
- Sales window from the viewer's session
- Runs without a host
Step by step
An example flow from ad to sale
The numbers are examples. They show scale, not a guaranteed result.
- 1
A campaign with the Meta pixel leads…
A campaign with the Meta pixel leads to a sign-up page on the firm's own domain: "KSeF in practice: 6 things to set up in your company by the end of the quarter".
- 2
180 people register
180 people register. Each gets a calendar file and an SMS 30 minutes before the start, and quiet hours stop emails from going out in the middle of the night.
- 3
The webinar runs 50 minutes
The webinar runs 50 minutes: a PDF presentation with an invoice view, a cropped screen area enlarging one form field, and private notes with article numbers for each slide.
- 4
At minute 34 the host shows…
At minute 34 the host shows the offer: a KSeF readiness review, 12 slots a month, with a counter adjusted live as requests come in.
- 5
After the event the email sequence splits…
After the event the email sequence splits the list into four groups, and people who saw the offer but did not buy get an explanation of liability for an incorrect file.
Features
The features that work hardest here
Private speaker notes per slide
Article numbers, deadlines and thresholds are at hand, so nobody says "I think so, let me check" on air.
Answer suggestions approved by the host
The accountant runs every sentence past their own judgement before it reaches the chat, even with 40 questions at once.
Screen area cropping
One box of a tax form, enlarged, instead of the whole program window, readable on a phone too.
The firm's own documents under the form
The firm is the data controller for the business owners who sign up, so its own privacy policy sits under the form, not ours.
Contacts with each person's history
You can see that the same address attended three webinars on flat-rate tax, so the sales call starts in the right place.
FAQ
Questions
Can we talk about regulations without giving tax advice?
Who is the data controller for the people who sign up?
What if the office internet goes down during the webinar?
Live webinars and auto webinars in one tool
Accounts are invitation only while the platform is in closed beta. Send a short email describing the webinars you plan to run and we will send you access.