Checkpoint Marketing
Client AlertMonthly newsletter designed to alert your clients to the latest developments.
Keep your clients updated the latest developments
Email continues to be the top revenue and lead driver for business-to-business marketing and client retention. With most new sales coming from your existing clients, why wouldn’t you want to nurture clients with timely educational and actionable information all year long?
Developed exclusively for accounting firms, our newsletters include topics of interest to your contacts. Provide them with relevant, thought-provoking articles that will have them reaching out to you, not to your competitors, for additional insight and guidance.
Benefits of Checkpoint Content Library
Monthly Done-For-You newsletter
Brand and send content-rich newsletters to your customers.
Lead the way
Stand out as a leader in your field with coverage of the latest issues and changes.
Product Features
Monthly Email Newsletter
Fully populated templates, with a cover letter and explanatory memo to empower advisors to engage with customers on topics of interest.
Save time on Marketing
With professional TR content written for accounting firms to market their services to customers.
Walk the Talk
Each month includes a detailed explanatory memorandum to help you engage your customers on topics of interest.
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Email