Make your personalized onboarding page for accounting firms

Deliver personalized experiences with onboarding page that build brand trust for accounting firms and foster customer loyalty.

Note: Some features described here might be planned in our roadmap but not yet released. You can open a live chat from within your account and our Support team can offer more details or help you with workarounds.
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Build landing pages Build landing pages 500+ customizable layouts

Get your campaigns up and running faster with conversion-focused landing page layouts designed for every industry and business type. Easily scale landing page generation with Instablocks® and Global Blocks that you can save, reuse, and update globally.

Boost results Boost results Mobile responsiveness

All Instapage landing pages are optimized for responsiveness. They adapt to any screen size, ensuring a consistent user experience across all devices. Its built-in AMP support gives future customers a superior mobile browsing experience.

Build landing pages Build landing pages A/B split testing

Make data-driven decisions to optimize conversions with A/B testing capabilities applicable to both standard landing pages and AMP pages. Experiment with different landing page variations, separate elements, layouts, and content that you can instantly generate with AI.

Maximize campaign Maximize campaign Seamless ad mapping

Boost conversions and lower your CPA by personalizing your landing pages. With AdMap®, you can effortlessly visualize your ad campaigns, link them to relevant landing pages, or create new personalized pages. Then, synchronize updates of ads and landing pages without any back-and-forth.

Power up landing Power up landing Detailed reporting

Instapage provides detailed real-time reports over any period of time and across all your devices. To help you better understand your audience and optimize your marketing strategy, check conversion analytics that you can view directly from Instapage.

Improve alignment across Improve alignment across Integrations with 120+ marketing tools

Instapage seamlessly connects with popular marketing tools and platforms, including CRMs, e-commerce, analytics tools, marketing automation platforms, email marketing software, and more. Everything you need to drive conversions and grow your business is at your fingertips.

Build landing pages that get results
Gliffy goes upmarket using Instapage for its paid social and content marketing campaigns
Boost results through landing page optimization
Gliffy goes upmarket using Instapage for its paid social and content marketing campaigns
Personalize experiences for higher engagement and ROI Personalize experiences for higher engagement and ROI sidebar
Gliffy goes upmarket using Instapage for its paid social and content marketing campaigns
Maximize campaign efficiency with ad mapping Maximize campaign efficiency with ad mapping sidebar
Gliffy goes upmarket using Instapage for its paid social and content marketing campaigns
Power up landing pages with AI Power up landing pages with AI sidebar
Gliffy goes upmarket using Instapage for its paid social and content marketing campaigns
Improve alignment across your creative team sidebar
Gliffy goes upmarket using Instapage for its paid social and content marketing campaigns
Build landing pages500+ customizable layouts
Get your campaigns up and running faster with conversion-focused landing page layouts designed for every industry and business type. Easily scale landing page generation with Instablocks® and Global Blocks that you can save, reuse, and update globally.
Boost resultsMobile responsiveness
All Instapage landing pages are optimized for responsiveness. They adapt to any screen size, ensuring a consistent user experience across all devices. Its built-in AMP support gives future customers a superior mobile browsing experience.
Build landing pagesA/B split testing
Make data-driven decisions to optimize conversions with A/B testing capabilities applicable to both standard landing pages and AMP pages. Experiment with different landing page variations, separate elements, layouts, and content that you can instantly generate with AI.
Maximize campaignSeamless ad mapping
Boost conversions and lower your CPA by personalizing your landing pages. With AdMap®, you can effortlessly visualize your ad campaigns, link them to relevant landing pages, or create new personalized pages. Then, synchronize updates of ads and landing pages without any back-and-forth.
Power up landingDetailed reporting
Instapage provides detailed real-time reports over any period of time and across all your devices. To help you better understand your audience and optimize your marketing strategy, check conversion analytics that you can view directly from Instapage.
Improve alignment across500+ customizable layouts
Instapage seamlessly connects with popular marketing tools and platforms, including CRMs, e-commerce, analytics tools, marketing automation platforms, email marketing software, and more. Everything you need to drive conversions and grow your business is at your fingertips.

A step-by-step guide to create your onboarding page for accounting firms

Creating an onboarding page for accounting firms is crucial in enhancing client trust and streamlining your services. With Instapage's flexible template options, you can build a professional page that resonates with your audience while improving conversion rates. Here’s how you can effectively create your onboarding page using Instapage.

Step 1: Define your audience

Understanding your target audience is essential before you start building your onboarding page. Reflect on the specific services your accounting firm offers and identify the various client segments that will use your onboarding process.

  1. Identify your audience segments: Consider business services, financial services, education, and government sectors.
  2. Understand their pain points and needs: Gauge the most common challenges they face and how your services can address these issues.
  3. Tailor your content: Use language and visuals that resonate with each identified audience segment.

Step 2: Utilize Instapage’s templates

Next, select a template that effectively communicates the value of your services. Instapage offers over 100 customizable landing page layouts that can be adapted to suit your objectives.

  1. Explore conversion-focused layouts: Look for templates that emphasize call-to-action buttons and client testimonials.
  2. Leverage Instablocks: Use reusable content blocks for elements like FAQs or service descriptions to streamline the process.
  3. Ensure mobile optimization: Test the template on mobile devices to ensure a seamless client journey.

Step 3: Customize the onboarding experience

Your onboarding page should offer a tailored experience for each audience segment. Use Instapage's data tools to personalize content and optimize client engagement.

  1. Dynamic text replacement: Configure your page to speak directly to the audience segment visiting it.
  2. AdMaps integration: Align specific ads to their respective landing pages for better targeting.
  3. Analytics dashboard: Use insights from analytics to refine your onboarding process continuously.

In conclusion, building an onboarding page using Instapage empowers your accounting firm to enhance client interactions and conversion rates effectively. Each step you take builds towards a more engaging and relevant user experience.

Ready to transform your client onboarding process? Start creating your onboarding page with Instapage today!

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“Instapage gives us the ability to tailor our landing page content and layout to tell a unique story for each geographical target. The platform also enables us to create different variations with content that performs well for each unique channel. Every marketing team needs this!”
User review
Tamar Friedland, Sr. Director of Global Paid Marketing
"Instapage has truly maximized our digital advertising performance by enabling us to offer matching, personalized experiences for every ad and audience. Now we can scale our landing page experiences as efficiently and effectively as we scale the ads themselves."
User review
Darren Lepke, Marketing Director
"If we have to wait on a developer, our creative velocity plummets. But Instapage has made it possible for us to exponentially grow our advertising programs and convert more customers"
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Alex Kracov, Head of Marketing

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FAQs

See how to create your onboarding page for accounting firms in action

See how to create your onboarding page for accounting firms in action

To wow clients with onboarding, using proposal software like Go Proposal, Practice Ignition, or Accountancy Manager is effective as it allows proposals to reach clients before they return to their office. Sending a physical new client pack can enhance the experience, with ideas like a beanie for tradespeople being a thoughtful touch. Additionally, sending a signed welcome card from the team creates a significant positive impact. Setting up onboarding meetings from the start is crucial as it establishes a strong foundation for the client's journey. These personalized touches, including small gifts or tokens, contribute to a memorable onboarding experience, as highlighted during discussions in a professional setting.

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