Episode Details

Capstone Conversations
Informal and informative discussions with leading growth strategists from the nation's most dynamic CPA firms.

With Jean Caragher
For CPA Trendlines

When the Covid pandemic hit Grassi CPAs, chief marketing officer Sarah Cirelli launched a "SWAT" program to stem the losses and reap an extra $2 million in new fees.

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In this episode of Capstone Conversations with Jean Caragher, Cirelli explains the SWAT toolset, an automated dashboard with the firm's crisis response and recovery services, all the marketing data, and every prospect and client who attended a webinar or called their hotline, the questions they asked, the industry they operate in, and where they were in the lead generation process.