Balanse.

Balanse is a Toronto accounting practice that wanted a handful of good new clients — not a growth engine, a specific number of the right businesses.

We built the list from local health and wellness businesses, and timed the outreach to the season when their accounting problem is loudest.

◇ Snapshot

The brief: Set up an outreach system to win a few more of the right local clients.
Who they needed to reach: Owners of health and wellness businesses — nutritionists and service-based providers.
Market: Toronto, Canada.
Channels: Cold email.
Timeline: Six months, 2024 to 2025.

15 of 15

Meetings became qualified

Interested replies

$300K

Pipeline sourced

Before

Growth depending on referral and word of mouth
No outreach system targeting local businesses
No list of the health and wellness firms worth approaching
The busiest season arriving with no new client flow

After

29 interested replies
15 meetings booked
A local list built from health and wellness businesses
Outreach timed to the tax-filing season

◇ Challenge

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

◇ Approach

Local list, seasonal timing.

01
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

◇ Results

Fifteen conversations in the busiest season.

Six months produced 29 interested replies and 15 booked meetings with local health and wellness businesses.

Timing carried it. Offering accounting help ahead of tax filing means writing to someone at the moment the problem is on their desk rather than at some point in their year.

Would a handful of the right clients change your year?

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◇ In their words