Accounting Clients
Company Profile
Our client is a US-focused accounting firm that serves real estate agencies with comprehensive financial management: bookkeeping, tax return preparation, and long-term financial planning.
Email Marketing
Prior to working with us, our client hired another company to do an email marketing campaign that had garnered them only a few low-quality leads in the six months it was active. They turned to us looking for a process where they could regularly be generating leads and make sales.
As part of the email marketing process, Agency Y made a series of campaigns with the lead generation objective set.
Results
In the first 90 days, we received 84 positive responses from realtors who showed interest. Our client closed 8 of them.
Positive responses
84
Conversion Rate
9.6% - 8 Sales
Company Profile
For the same US accounting company, Agency Y conducted a cold calling campaign targeting real estate agencies.
Cold Calling
Agency Y crafted a marketing strategy introducing the client to small and mid-sized realtors. Together, we developed a cold call script emphasizing the firm's vision and the financial challenges real estate agencies face today. The script was tested and refined to spark organic, insightful conversations. Beyond generating interest, Agency Y collected valuable market data from each call to deepen the client's understanding of their target audience.
Results
During Phase 1, Agency Y successfully connected with 18% of targeted business owners/GMs. Of those, 6.5% of interested prospects began using the firm's services. The data gathered revealed what triggered interest and drove decisions, allowing us to optimize the script for Phase 2. The client found the leads and market insights so valuable that they requested we expand outreach to additional states. We are now executing Phase 2 with the goal of increasing connections and conversions further.
