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How We Generated 100+ Leads in 8 Months for Bookkeeping Firm

+

Total Leads Generated:

%

Email Domains Utilized

%

Acceptance Rate

Offshore bookkeeping service by Kology for streamlined accounting

Client Overview

Our client, an offshore bookkeeping service provider, sought to expand their partnerships with CPAs and retail businesses in the USA and UK. They needed a robust outreach strategy to connect with decision-makers and showcase the benefits of their cost-effective and reliable bookkeeping services.

Challenges at the Start

  • 1.Limited Outreach Experience:The client had no prior experience in running structured outreach campaigns targeting CPAs and retailers in the USA and UK.
  • 2.Low Market Awareness:Many prospects were unaware of the client’s services or the advantages of outsourcing bookkeeping tasks.
  • 3.Geographic and Sectoral Complexity:Reaching decision-makers in diverse industries across two major markets required precise targeting and execution.
  • 4.No Digital Infrastructure:The client lacked the tools, email domains, and processes needed for a scalable outreach strategy.

Channels Utilized

  • Email Outreach: Leveraged 10 domains with 4 email accounts each, totaling 40 email accounts for campaigns.
  • LinkedIn Outreach: Used 4 optimized LinkedIn accounts to connect and engage with CPAs and retailers.

Our Strategy

  • 1.Email Infrastructure Setup:

    • Created 10 domains with 4 email accounts per domain to ensure high deliverability and scale.
    • Configured email warm-up tools to build trust with email service providers and avoid spam issues.

  • 2.LinkedIn Account Optimization:

    • Optimized 4 LinkedIn profiles to showcase expertise in bookkeeping and highlight the client’s value proposition for CPAs and retailers.
    • Added compelling headlines like “Helping CPAs and Retailers Simplify Bookkeeping with Offshore Expertise.”

  • 3.Targeted Prospect Lists:

    • Identified key decision-makers such as CPA firm owners, retail business owners, and financial controllers in the USA and UK.
    • Segmented prospects by industry, location, and company size for personalized outreach.

  • 4.Personalized Email Campaigns:

    • Designed outreach campaigns with tailored messaging highlighting cost savings, accuracy, and reliability of offshore bookkeeping.
    • Created follow-up sequences to nurture prospects, achieving a 25% email response rate.

  • 5.LinkedIn Outreach:

    • Sent personalized connection requests to 2,000+ prospects, achieving a 30% acceptance rate.
    • Engaged with prospects through personalized messages, comments, and regular posting of relevant content.

  • 6.Content Marketing:

    • Published educational content on LinkedIn and email, including the benefits of outsourcing bookkeeping, case studies, and industry insights.
    • Shared testimonials from existing CPA and retail clients to build credibility.

  • 7.Campaign Analytics and Refinement:

    • Monitored response rates, email open rates, and LinkedIn engagement weekly.
    • Adjusted messaging and strategies based on what resonated best with prospects.

Results Achieved

  • 100+ Leads Generated:

      • Secured qualified leads from CPAs and retailers in the USA and UK within just 8 months.

  • Email Campaign Success:

      • Achieved a 25% email response rate with over 1,500 personalized emails sent monthly.

  • LinkedIn Engagement:.

      • Grew connections by 400% across 4 LinkedIn accounts, building a strong network of targeted prospects

  • Increased Awareness:

      • Positioned the client as a trusted offshore bookkeeping partner for CPAs and retailers through consistent engagement.

Key Metrics

  • Email Domains Utilized: :

    10

  • Email Accounts Created: :

    40

  • LinkedIn Accounts Utilized: :

    4

  • Emails Sent Monthly: :

    1,500+

  • Connection Requests Sent: :

    2,000+

  • Acceptance Rate: :

    30%

  • Total Leads Generated::

    100+

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