How We Helped an Accounting Advisory Firm Generate $180K in 60 days

Background

Our client is a boutique accounting advisory firm supporting mid-sized businesses. Despite having a strong reputation in the industry, their marketing efforts, particularly webinars, weren’t delivering. They were experiencing dwindling attendance, low response rates, and no predictable way to generate leads and turn them into paying clients.

The Challenge

No Predictable Lead Generation
‍The firm had a solid email list but lacked a funnel strategy that reliably converted new prospects into sales calls.

Low Webinar Attendance
‍Months of email promotions were barely filling seats. They were burning resources with little return.

Inconsistent Follow-Up
‍The firm had a solid email list but lacked a funnel strategy that reliably converted new prospects into sales calls.

Our Approach

ICP Targeting
‍We didn’t just rely on their existing database, we created a focused list of high-value prospects aligned with their ideal client profile.

Educational Webinar Promotion
Instead of blasting out invites, we tested promotional sequences, advertising creative, and lead generation offers to maximize results across the entire funnel, from registration to attendance and response rates.

Automated Lead Nurture
Using integrated CRM sequences, we built a seamless post-webinar outreach system. Every attendee (and no-show) received targeted follow-up messages offering next steps, additional resources, or scheduling options.

Iterative Optimization
Weekly analytics reviews allowed us to test rapidly and pivot quickly. We tweaked email copy, adjusted ad variables, and refining targeting with each iteration.

The Results (in 60 days)

$180,000 in New Revenue
Directly attributed to attendees who signed up and eventually became paying clients.

2300% Increase in ROI
Turned a previously negative ROI into a profitable campaign.

200+ Monthly Webinar Registrations
From almost none previously, they now get over 100 new qualified signups per webinar.

85% Lower Cost per Lead
Markedly improved efficiency and profitability.

40% Webinar Attendance Rate
Surpassed industry benchmarks, validating targeting and messaging.

5% Booking Rate
5% of attendees scheduled discovery calls.

Key Takeaway

This transformation didn’t happen by chance, it was the result of a strategic promotion and follow-up system. By focusing on the entire funnel from awareness to conversion, we turned a once-struggling webinar program into a reliable pipeline for new clients.

Ready to Transform Your Client Acquisition?

If you want to stop wasting money on low-quality leads and start driving predictable revenue—let’s talk. Schedule a free consultation below to discover how we can create a high-performing funnel tailored to your firm’s goals.