9 Success Factors by CaseEasy

9 Ways to Grow Your
Immigration Firm
In Canada
Automating and growing your firm in a
crowded market.
Brought to you by
CaseEasy.ca | Canada’s Premier Immigration Software
2021
About the Author
Orane Cole
Founder & CEO, CaseEasy.ca
“ In this e-book, I’ll share my insights gained through

examining hundreds of immigration firms and having
identified key factors to their success so that you can
also have an edge to build something great!
@caseeasyca @oranecole
Let’s begin.
2
Contents
1 Introduction
2 Social Proof
3 Online Events
“
4 Paid Ads The future
5 Content Marketing depends on
what you do
6 Innovative Offer
today.
7 Client Experience
M. GANDHI
8 Automation Tools
9 Referral Program
10 Collaboration
11 What’s Next?
3
Introduction
This e-book is all about helping Flagship Products
you get an edge in a crowded
immigration market. CaseEasy CRM
Our all-in-one CRM solution
Having spent years helping helps small-to-medium sized
immigration firms execute Canadian immigration firms
some of the tactics and automate and increase
strategies I am about to share, revenues.
I have had the privilege of
seeing what works and what CaseEasy Sign
doesn’t and hope the content Get important documents
presented will inspire you to do electronically signed and collect
things differently to remain payments faster.
competitive and relevant in a Anywhere, Anytime, Any device!
crowded marketplace.
Supports all Government Forms and Generic
Orane Cole PDFs.
CaseEasy.ca
Founder & CEO
5
Success Factor #1
Social Proof
There’s no better way to sell your services than through the
voice of your client.
Google Reviews On Your Website
Having your clients leave Post your top reviews on your

reviews via Google is a great website for others to see.
way for others to find you on
the internet and hear about
the great work you are doing
to serve immigrants.
Facebook Reviews
Most of your clients are on

social media, having them
leave reviews there for
others is a great way to
boost your credibility.
Conclusion
Reviews are by far the best way to build credibility with potential
clients and reduce the time spent on nurturing the relationship to
get them to choose you as their trusted immigration advisor.
5
Success Factor #2
Online Events
Hosting online training and educational sessions are currently
trending due to the current global lock-downs and worth
exploring.
Webinars
Hosting a webinar is a great

way to engage your potential
and existing clients to
establish yourself as an
authoritative figure and
differentiate yourself from
your peers.
Conclusion
Hosting a webinar is an effective way to get new prospects.

Ensure to collect sufficient contact details before giving access to
Webinar so that you can follow up.
6
Success Factor #3
Paid Ads
Want to supercharge your inbound prospects, try paid
advertisement.
Paid Advertisement Platforms
Paying to get your message Google Adwords, YouTube,

to your ideal client may be a Facebook, LinkedIn, Twitter
viable option and provide a and more are all great places
good return on investment. to advertise. It’s best to start
with one platform at a time to
see what works best.
Conclusion
With millions of potential clients on the internet every day, paying

to get your message to them may be a good option to help you
increase your prospect base.
7
Success Factor #4
Content Marketing
Your prospects are constantly searching for content to help
them on their immigration journey, content marketing is your
way to stay relevant.
Blogs Social Media Posts
Constantly posting relevant Posting regularly on all your

content for prospects to find social media feeds is a great
on the internet is a great way way to reach potential
to provide them with value prospects and to get a
which will then lead them to broader reach due to social
choosing you as their sharing.
immigration advisor.
Conclusion
Content marketing is how you build organic traffic over time so

that prospects naturally find you in Google Search results and on
Social Media.
8
Success Factor #5
Innovative Offer
Don’t be like everyone else, it’s time to innovate with your
immigration services.
Specializing Flexible Plans & Pricing
Instead of focusing on all Create plans & pricing that’s

immigration categories, you more economical to your
may consider specializing in clients. Instead of doing the
one category. This entire immigration process
differentiates your firm from on behalf of client, it’s
the competitors and drives possible to offer review
prospects to you due to your services only or better
niche focus. payment terms to attract
more clients.
Conclusion
To compete in a crowded market you have to differentiate and

innovate. Specializing in one area of immigration gives you the
ability to focus all your resources to being the best and
differentiating yourself enough to win clients.
9
Success Factor #6
Client Experience
Creating an exceptional client experience will help you get
additional business and referrals.
Treat them exceptional
It goes without saying, providing exceptional client

experiences should be your standard. From the way you
conduct their initial assessment to when you review and file
their documents, keeping your clients engaged and informed
will help put them at ease.
Conclusion
Providing exceptional client experiences will make your clients

naturally want to refer you to their circle of friends and
colleagues. Simply show your clients that you care and they will
help you grow.
10
Success Factor #7
Automation Tools
As you grow, it’s best to streamline manual processes to
ensure your clients are getting a consistent client experience
when dealing with your brand.
Case Management Integrations
Managing your firm will Use systems that have the

require you to implement ability to integrate with other
adequate systems to help systems to make your life
you automate mundane easier. Look for systems that
tasks. integrate with payment
gateways, emails, CRM tools
and more to help you save
time as you grow.
Conclusion
Automation plays an important role in helping you grow your firm

and increase revenues. Invest in an immigration software that
meets your requirements and provides the ability to integrate with
tools you use today or provides full automation.
11
Success Factor #8
Referral Program
Create a customer referral program to get your clients engaged
and happy to refer warm prospects to your firm.
Reduce CAC Exponential Growth
CAC stands for Customer If each client you bring in

Acquisition Cost, this is the refers 2 other clients, this
single most important figure means for every 1 client, you
you should be aware of as it have the potential to get 2
will tell you how much it “free” clients, hence
costs you to get a client. The exponentially increasing your
more “free” referrals you get, revenues.
the lower your CAC.
Conclusion
Focus on determining your CAC and building your Referral

Program to help reduce what you would pay to get client. CAC is
calculated by adding up all you spend on marketing, ads, sales
team etc, then dividing it by the total clients gained in a month.
E.g. CAC : $500[marketing] + $100[ads] +$3,000 [sales team] / 10
new clients= $360. This means it costs you on avg. $360 to get a
new client.
12
Success Factor #9
Collaboration
This is by far one of the greatest success factors we have
seen. Finding other immigration practitioners to partner with
may be the best solution to grow quickly.
Dream Team
Creating a dream team of

like minded immigration
practitioners will help you
pool resources together,
leverage different expertise
and be able to compete with
bigger players in the market.
Conclusion
Finding a way to work together is an effective way to reach to

your financial goals sooner. Although an effective strategy, not
many firms have been able to put this to practice, for those who
have, they have been able to reap the benefits.
13
What’s Next?
Don’t get left behind!
Begin implementing what you have learned

today and reap the results.
Want to Automate and Grow Your Firm?
Register Today
Get 30% off first 6 months

Use discount code EBOOK9WAYS at checkout
9
Thank You!
It’s a pleasure helping Immigration
Practitioners automate and grow their
firms through our Case Management
& CRM software CaseEasy.ca.
I trust you found these insights useful
and will begin putting them to good
use.
Orane Cole
Founder and CEO
Let’s begin!
Register Today
We have the power to shrink our dreams to
“
fit reality or the power to stretch our reality
to fit our dreams.
Be great!

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9 Success Factors by CaseEasy

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9 Ways to Grow Your

CaseEasy.ca | Canada’s Premier Immigration Software

“ In this e-book, I’ll share my insights gained through

Google Reviews On Your Website

Having your clients leave Post your top reviews on your

Most of your clients are on

Hosting a webinar is a great

Hosting a webinar is an effective way to get new prospects.

Paid Advertisement Platforms

Paying to get your message Google Adwords, YouTube,

With millions of potential clients on the internet every day, paying

Constantly posting relevant Posting regularly on all your

Content marketing is how you build organic traffic over time so

Specializing Flexible Plans & Pricing

Instead of focusing on all Create plans & pricing that’s

To compete in a crowded market you have to differentiate and

Treat them exceptional

It goes without saying, providing exceptional client

Providing exceptional client experiences will make your clients

Case Management Integrations

Managing your firm will Use systems that have the

Automation plays an important role in helping you grow your firm

Reduce CAC Exponential Growth

CAC stands for Customer If each client you bring in

Focus on determining your CAC and building your Referral

Creating a dream team of

Finding a way to work together is an effective way to reach to

Begin implementing what you have learned

Want to Automate and Grow Your Firm?

Get 30% off first 6 months

We have the power to shrink our dreams to

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