◇ Case study · Engagement
Balanse.
Eric was looking to grow his accounting business by taking on a few additional clients. His goal was to set up an outreach system targeting local businesses in Toronto, particularly those in the health and wellness sector
Balanse
Accounting Firm · Accounting Firm
- Engagement
- Cold email
- Duration
- 6 months (2024-2025)
- Industry
- Accounting Firm
Booked meetings
- 15
- Meetings booked
- 29
- Interested replies
◇ Approach
How we ran it.
- 01 · Approach
How we ran it
We used Google Maps to identify and scrape health and wellness-focused businesses—primarily nutritionists and service-based providers. We then conducted targeted outreach, offering support with accounting needs and upcoming tax filings
◇ Operator says
“This was an excellent way for us to grow the business during our busiest season.”
Eric Grott · CPA), FounderBalanse
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