Consultations

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Sales & Market Channels

Sales & Market Channels

The Group employs a multi-channel strategy integrating online and offline methods, combining public domain lead generation with private domain conversion to build an efficient customer reach and sales conversion network.

01 —Online Professional Portals & Inbound Marketing

  • Our online platforms serve as professional service showcases and customer inquiry entry points.

  • Core Business Services Portal  - focuses on content marketing and case studies for government subsidies and high-end consulting, attracting clients with complex needs.

  • Professional Accounting & Secretarial Portal- clearly lists standardized accounting and tax services, offering online quotes and appointments.

  • Event Planning & Branding Portal - acts as a dynamic portfolio, showcasing creative capabilities through high-quality event cases.

  • Social Media & Community Interaction: - used for promotion, client relationship maintenance, and community engagement.
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02 —Offline Ecosystem Synergy & Proactive Cross-Selling

  • This is the Group's core, highest-conversion sales channel, driven systematically by dedicated consultant teams.

  • Deep Client Lifecycle Management: Consultants conduct regular business reviews to proactively identify needs based on deep insights into client finances and operations.

    • Triggers include: profitable accounting clients → event planning suggestions; subsidy-approved clients → tax planning/expansion consulting; client approaching anniversary → anniversary event recommendations.

    • Signal Identification & Targeted Referrals: Advisors recommend relevant services (e.g., tax planning for growing profits, event services after large subsidy grants).

    • Standardized Internal Referral Process: Clear cross-department referral mechanisms and incentive policies ensure seamless client experience and motivate team collaboration.

03 — Strategic Partners & Professional Network Referrals

  • We build deep, mutually-trusting relationships with key institutions (e.g., corporate banks, law firms, business associations).

  • Collaboration Model: We provide specialized services (tax, subsidies, events) to their clients, enhancing their ecosystem; they refer quality clients to us, creating a win-win situation.
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