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
- Engagement
- Cold email
- Region
- Industry
- Accounting Firm
- Duration
- 6 months (2024-2025)
- 15
- Meetings booked
- 29
- Interested replies
The challenge
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
How we shipped the engine.
Three sequenced phases — diagnose, build, run. No pitch decks, no pooled SDRs.
- 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
“This was an excellent way for us to grow the business during our busiest season.”
A pipeline engine, shipped like this one.
A 30-minute audit. We map your current motion, name what's leaking, and show you what shipping looks like for your sector.