How Accountancy Firms Secure 8–12 Qualified Appointments a Month—Without Doing the Prospecting (or Paying if It Doesn’t Work)
Without hiring, overhead, or burning out your sales team.Do I still have your attention? If yesHere's what that means for your business:
Save 50+ Hours/Week: Focus on closing, not chasing leads.Predictable Revenue: Our DFY system fills your calendar with qualified appointments.Scale Without Hiring SDRs: We manage outbound from A to Z.Pay Only for Results: After setup, you only pay for booked meetings.
What Does Our Process Look Like?
In-Depth Audit & Market Research
In our first step, we're interested in your business, looking it over from every angle, including your offers, Ideal Client Profile (ICP), and Unique Selling Proposition.
Infrastructure Buildup
We handle all technical setup, from CRM and sending domains to cold email and LinkedIn automation, ensuring a clean, scalable system that just works.
Conversion-Focused Messaging
We craft direct response outreach tailored to your ideal buyers, combining personalization, clarity, and intent to drive real replies (not just opens).
Targeted Campaign Creation
We launch outreach campaigns using segmented, high-quality lead lists matched to your ICP and triggered by relevant buying signals.
Campaign Management
We monitor replies, qualify interest, and schedule meetings directly into your calendar, making sure no opportunity falls through the cracks.
Continuous Optimization
Through weekly performance reviews and data-driven testing, we refine messaging, segments, and cadence to continually improve results as we scale.
The Deliverables You Get At Each Step Of The Process
Step 1: Deep-Dive Business Discovery
First, we dive deep into your business — your services, your target market, your ideal clients, and what makes you stand out — to uncover fresh angles and untapped opportunities.Here’s What We Build for You:
Qualified Leads: Handpicked decision-makers primed for your offer.Email Scripts: Persuasive copy designed to spark replies.Sending System: Reliable tools to scale outreach and land in inboxes.
Step 2: Campaign Launch
We launch with precision using crafted assets and deep insights. Every message speaks to your ideal prospect, and we A/B test everything to maximize engagement and lead quality.What do you get?
Sales Assets: Custom-built to attract your ideal clients.Cold Outreach: Strategically run to drive maximum replies.Script Optimization: A/B tested for peak performance.
Step 3: Qualified Sales Meetings on Auto-Pilot
Once live, we handle all follow-ups and appointment-setting, so only high-quality prospects land on your calendar, giving you time to focus on closing deals and growing your business.What do you get?
24/7 inbox managementScheduled sales meetingsWeekly performance reports
FAQ's
Questions You Might Have?
How many appointments can I expect each month?
We typically aim for a minimum of 10-15 quality meetings per month, depending on your target market and offer. This number can vary, but our goal is to provide you with a steady flow of interested, sales-ready prospects every week.
How soon can we start seeing appointments on the calendar?
After the initial setup and strategy phase, which usually takes 1-2 weeks, we launch the campaign and begin generating appointments. Most clients start seeing appointments within the first two weeks post-launch.
What if a lead cancels or reschedules?
If a lead cancels or reschedules, we’ll handle the follow-up and ensure the appointment is reset. You only pay once a lead completes the meeting, so cancelled appointments don’t incur additional fees.
What if I already have an in-house sales team?
Our service complements in-house sales teams by delivering highly qualified leads directly to them, freeing up their time to focus on closing instead of prospecting.
What if a lead cancels or reschedules?
If a lead cancels or reschedules, we’ll handle the follow-up and ensure the appointment is reset. You only pay once a lead completes the meeting, so cancelled appointments don’t incur additional fees.
How does the Pay-Per-Appointment pricing work?
You only pay for qualified appointments. That means each lead has been vetted and confirmed with a clear interest in your offering. Once a prospect agrees to a meeting and shows up. No-show appointments aren’t billed.
Still not convinced? No worries!
If you’re looking to get more appointments and leads, let’s have a friendly chat where we can:
Review your current lead generation strategy (no pressure, just an open discussion)Explore ways we might help you turn leads into real appointments.It’s just a conversation to see if we’re a good fit to work together.There is no hard sell, just good insights.Ready to chat?