Shannon

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How do accountancy firms win new clients with outbound?

By writing only to the businesses that fit the clients you want, and by making sure what they find when they look you up does the rest: over 99% of potential clients check out a professional services firm before buying. Shannon finds those businesses, writes to each one, and schedules first meetings into your partners' diaries; you pay £200 per completed call.

Hinge · 1,028 buyers · 2014 Prices exclude VAT

Next: How it works

How it works

It starts with one conversation and a brief: who you want in the room, and who you do not. She reads every candidate against that brief and admits only those inside it, each with a receipt that shows why they fit.

Who you can email depends on the prospect's legal form: under PECR, the email marketing rule does not apply to corporate subscribers, but sole traders and partnerships are classed as individual subscribers. UK GDPR still applies when a business email address identifies a person. Many of an accountancy firm's best prospects are small businesses, so their legal form matters before anyone writes to them.

She writes the opening, a researcher sends it from a real account, and she schedules the meeting into your diary. A prospect who replies will look you up first: over 80% of potential clients visit a firm's website to inform their decision. So the brief also covers what the firm is known for, and the call plan is written in your partner's own words.

You pay when the call happens, not when it is scheduled, and a wrong-fit call is not billable.

Hinge · 1,028 buyers · 2014

Next: The facts

The facts

Hinge · 1,028 buyers · 2014 Prices exclude VAT

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