Case study
Accounting advisory firm, case study
Phone first outbound that helped an accounting advisory firm book 18 qualified meetings per month outside of tax season.
The client
Who we worked with
An accounting firm offering bookkeeping, CFO advisory, and tax planning for growing businesses.
The challenge
What made this difficult
They needed consistent discovery calls outside peak tax season without sounding like generic accounting outreach.
Pipeline dependent on tax season
Generic accounting messaging ignored
Needed year round consistency
The approach
How we executed
Targeting
Focused on business types with clear advisory triggers: trades, medical, agencies, hospitality.
Messaging
Led with cashflow, hiring, and margin control conversations rather than tax compliance.
Execution
Phone first outreach with short, direct email follow ups.
Optimisation
Weekly targeting and qualification refinement to improve meeting quality.
Results
What this campaign delivered
Contract length
120 days
Meetings per month
18
Average contract value
$6,000
Pipeline created
$432,000
18 meetings per month with business owners and practice managers, creating $432K pipeline.
Methodology
Why it worked
Trigger based messaging replaced generic accounting outreach
Phone first approach reached busy business owners
Year round consistency removed the tax season dependency
Fit check
This approach is best suited for
Accounting and advisory firms targeting SME owners
Professional services businesses needing pipeline beyond peak season
Teams where referrals alone cannot sustain growth
Related services
Explore relevant services
More results
Related case studies
Financial services, commercial lending
Sydney, Australia
$1.56M pipeline created from structured outbound into SME finance buyers.
View case studyConstruction services, commercial maintenance
Sydney, Australia
12 meetings per month with facilities and property buyers across Sydney and NSW.
View case studySaaS, HR tech
Sydney, Australia
20 meetings per month at $12K ACV, creating $720K pipeline in 3 months.
View case studyGet started
Want us to build this kind of pipeline for you?
Book a call and we will map your market, likely buyer roles, and the fastest path to qualified meetings.