A Bookkeeping Firm's success journey with TLM's email marketing
Based in Oklahoma, our client offers expert bookkeeping services tailored for small to mid-sized businesses throughout Oklahoma City.
Campaign type
Duration
Resources engaged
Top MRR booked
Business Problem
- Being a small bookkeeping company, they had limited resources to reach out to the companies. They wanted some affordable solution.
- They did engage with one of the marketing programs which had email marketing + cold calling, but it didn’t work out for various reasons.
- Because of all SaaS solutions coming up, they were facing some problems in new client acquisition, hence wanted some legit source to generate the leads.
Our Plan
- For this client, our targeting strategy involved approaching small companies with 1-10 employees.
- We identified these companies and their decision makers using LinkedIn and Google maps.
- We highlighted issues such as pricing and compliance in bookkeeping. We strategically divided resources among prospecting, campaigning, and lead identification.
- And, as our trademark, we keep the process transparent, ensuring the client is informed about every step, and the leads remain connected to their network.
Result
- We gave them 2 leads which turned into business in the first month, and that established trust in our services.
- They are still our clients we give them leads every month.
- They now have a well-oiled engine for lead generation & appointment setting.
I've worked with V and his team for a few years now. They are experts in their field. Since we've used them, we've acquired more clients and lead appointments at a very fair rate for their services.
Leeanna Raposo,
CFO
We have multiple companies that TLM has assisted with Lead Generation. Their process is highly adaptable and works across multiple industries.
Alan Harlan,
President
We are pleased with the response time and quality of leads that TLM has provided.
Matt Trimble,
Regional Manager
