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Generating 100+ Leads in 8 Months for an Offshore Bookkeeping Service Provider

+

Total Leads Generated:

%

Email Domains Utilized

%

Acceptance Rate

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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