Business Services

Who we help...

BUSINESS SERVICES 

Accountants - Financial Advisers - Bookkeepers - VA’s - Office & Admin Support - Printers 

Win the trust of your clients

Professional Services firms need to present highly personalised communications with prospects and clients. 

Delivering the right message at the right time can be the difference between winning business and influencing clients success and failure.

EXELA appreciates the need for accuracy as well as automation to grow a support and advisory business.

Accountants

Most firms are moving from compliance to advisory services.  At this transition time client are looking for firms with a strong grasp on technology to help them self-serve while increasing the person touch.

Finding your ideal client, and communicating with them effectively, requires high personalisation with fast automation.

How we can help...

Lead Generation

Automated Follow Up

Develop Collaborative Relationship

Win More Business

What our Accountant Clients have to say about us...

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Great 2 Day course

Great 2 Day course. Jamie covered so much and made it seem possible...Came away motivated to get into it. Highly recommended

Gordon D'Silva - Accountant

I am confident that we will be able to get the most out of the system as a result.

We just finished our kickstart training for Infusionsoft with Andy. It really has helped us to get things moving quickly and I am confident that we will be able to get the most out of the system as a result. Andy has been patient and helpful, showing us all aspects of the system but always linking back to our specific processes and what we are trying to achieve.

Alex Redmond - Accountant

Financial Advisers

Financial advisers need to win the trust of clients with complex needs and relationships.  Often communication between clients and 3rd parties needs to be specific enough to move the projects forward without disclosing confidential information inadvertently.

Speed and accuracy of follow up is essential.

How we can help...

Lead Generation

Automated Follow Up

Develop Collaborative Relationship

Win More Business

What our Financial Advisor Clients have to say about us...

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A really great course on how to get started with Infusionsoft.

A really great course on how to get started with Infusionsoft. Having heard horror stories over the years about how difficult it was to use, it was a relief to be guided by David's calm clear approach to the system.

Carol Standing - Consultant at Accordant Partners

Would not have happened in such a professional way done solo

John Field worked fast to get me through to the first LEAD MAGNET campaign. As you have probably guessed, it would not have happened in such a professional way done solo. Confident the first - rather daunting - bridge has been crossed and feel good about proceeding. Thank you, John Field

Joseph Pritchard - Founder of Zetetic Pioneering Strategies

Great Support!

Great support and training!

Hugo Sousa - Marketeer at Global Alternatives

Andy has taught me well!

Andy has taught me well! I am confident that I can building a landing page and put together a marketing campaign.

Martin Dodd - Financial Adviser

Excellent Quickstart Course

I have just completed a 2-day Quickstart course with EXELA in Cheltenham and it was excellent. I am not a marketer and I don't have an IT background -- this was the first time in a long career that I had got to grips with the software fundamentals of building a website. However, Jamie was an excellent course tutor, covering a huge amount of ground whilst also making time to tackle individual questions.

Matthew Crabbe - CEO at QA Media Ltd

Bookkeepers

Cloud accounting enabled bookkeepers to serve more clients more efficiently than before.  But clients are now demanding faster service and more personalisation.

Bookkeeping is the cornerstone of the financial process.

How we can help...

Lead Generation

Automated Follow Up

Automate the timing of business processes

Win More Business

What our Bookkeepers Clients have to say about us...

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"It really helped me understand Infusionsoft and how it can help my business."

Hi, my name is Chris from CDC Accounting Limited, and today I just wanted to send a video testimonial for David Holland and all the guys over at EXELA. I've known David for about a year now, and 12 months ago I went on some Infusionsoft training, very informative days.

Actually been on four or five days training since.

It really helped me understand Infusionsoft and how it can help my business. I've also used their support team. I had a particular issue with what I was doing with the campaign, sent an email off to their support team. Within minutes somebody had arranged a call. Later that day we had that call and solved the issue. Fantastic service.

I've also been quite recently to an event that they put on for full business owners. It wasn't a how to use Infusionsoft or how to sell Infusionsoft day. It was a how to make your business better day, networking with other businesses, with other uses, and it was really informative, really great day.

Thanks again to David and your team for putting that on. We love Infusionsoft and we'd recommend it to anybody, and EXELA. Cheers.

Chris Cheeney - DIRECTOR, CDC Accounting Ltd.

Office Support

It is the assistance that is virtual not the reality.  Working remotely from client requires a high degree of personalisation and skill.

Automating your processes will mean you never miss a beat.

How we can help...

Lead Generation

Automated Follow Up

Capture Leads from the Audience

Win More Business

What our VA Clients have to say about us...

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"Infusionsoft has transformed how we function with our business."

Infusionsoft™ has transformed how we function with our business.

We are now able to “multi-task” in all areas. Having the ability to really focus on our customers and prospects and funnel them in a way that we couldn’t before, making sure they receive only the information of interest to them.

Vicky Crosby - OWNER/DIRECTOR, Crosby & Perrin Business Solutions

Printers

Maintaining quality with clients expecting cost savings is a challenging environment.  You ideal client values relationships and speed.

Automating your processes will mean you never miss a beat.

How we can help...

Lead Generation

Automated Follow Up

Automate processes

Win More Business

What our Printer Clients have to say about us...

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The course is so helpful and has helped me save time

I would highly recommend that anyone starting with Infusionsoft™ who, like me struggle with all things technological get themselves on the quick start course. The course is jam-packed full of information which I found invaluable to help me understand how Infusionsoft can work for our business and how to set it up in a way that I can can get the most out of it to maximise my marketing efforts. The team were extremely helpful and without this course I literally wouldn't have known where to start so the time it has saved is immeasurable. Thanks again to David, Joanne and Andrew for all your help and advice throughout the course itself. Christie - Fineline Print & Web, Ruthin, N. Wales

Christie Evans - Marketing Assistant at Fineline Print and Web

I am ready to put my new found skill to the test

After spending three full on days learning everything Infusionsoft™ Campaign Builder has to offer I now feel prepared and ready to put my new found skill to the test. In fact we have already started our first campaign on the first morning back in the office. The first of many!!

Andi Landon - Director of Pep4Print