Case Study – Professional Services
Case Study – Professional Services
Not only did we experience a 35% growth in revenue directly attributed to our enhanced social media presence, but we also observed a surge in leads and referrals, including a lucrative $60k client secured through a viral Reel.
Latitude Accountants is a boutique chartered accounting practice based in Sydney. With a team of 20 dedicated professionals, the firm specializes in empowering startups and SMEs to navigate the complexities of financial management, taxation, and business growth.
Led by John Saade, the practice’s mission is clear: to help small businesses thrive with quality advice and tailored expertise. With big ambitions to expand their client base, Latitude Accountants turned to Plann to support their next phase of growth with a refreshed social media strategy that would reach and attract new clients.
From generating 300 leads to securing 100 new signups, our social media strategy isn’t just a trend—it’s a testament to the transformative impact of digital marketing.
In 2023, the Latitude Accountants team overhauled their entire marketing strategy to focus on the power of social media marketing. Along with hiring a new social media coordinator and collaborating with external content creators, the team brought in the right tools to bring their growth and engagement strategies to life.
With Plann’s Strategy Planning Tools, the team developed tailored content pillars aligned with key business goals. From sharing expert accounting advice to addressing client objections, Plann’s customizable content themes and drag-and-drop brand building blocks made it easy to go from idea to execution and build a content plan in minutes.
To bring their social media strategy to life, Latitude Accountants leveraged Plann’s all-in-one visual planner and content calendar to gain visibility across their entire social media presence.
With the goal of sharing up to five posts per week and cross-posting across multiple social media platforms (including Instagram, TikTok, Facebook, and YouTube), Plann’s unified content planner made it easy to curate cohesive, visually appealing content at scale.
Instagram Reels proved a primary content format, offering huge organic reach opportunities for the firm. With the ability to auto-post Reels through Plann, the team was able to shoot, produce and schedule social-ready videos sharing expert insights, behind-the-scenes moments and even relatable, humorous Reels to grow their account on autopilot.
With Plann, we’ve been able to double down on video content and reach relevant new audiences. We even scored a $60k client through a referral sparked by an Instagram Reel.
Ready to grow your social media presence as a service-based business? Discover the team’s top tips for elevating your social media presence to win business and build brand awareness:
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Whether you are building your business from scratch, or are looking to create a bigger impact on socials, hear from successful Plann’rs in your industry who have “been there, done that” – and share how you can do it too.
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