How Business Connexion Landed 4 Long-Term Retainer Clients in Under 6 Months
Business Connexion secured 4 new clients on long-term retainers, with an average lifespan of 5–6 years, in under 6 months. By leveraging our cold outbound strategies, we delivered a scalable and sustainable approach to client acquisition, ensuring consistent growth for their business.
Company Size
Small (2-10 Employees)
Industry
Consulting Services
Key Result
4 Long Term Client In Under 6 Months
Overview
The client's story and background.
Business Connexion is an accounting firm offering tailored financial solutions such as bookkeeping, tax management, and financial consulting for B2B clients. Known for their client-centric approach, they have built a solid reputation in the industry. However, plateauing growth and outdated processes hindered their ability to scale effectively.
The Challenges
What the client was facing before working together.
1. Decentralized Pipeline Management:
Their existing sales pipeline was scattered across multiple tools and manual processes, making it difficult to track prospects and maintain consistent follow-ups.
2. Reliance on Referrals:
While referrals brought reliable clients, they lacked scalability and predictability, limiting the firm's ability to hit ambitious growth targets.
3. Outdated Growth Strategies:
Traditional outreach methods and an old-school approach to lead generation were no longer sufficient to compete in a rapidly evolving market.
4. Managing Long Sales Cycles:
Acquiring retainer clients required navigating a complex and lengthy decision-making process involving multiple stakeholders.
Our Approach
How Unima helped them overcome their challenges.
To address these challenges, we developed a tailored cold outbound strategy and optimized their sales processes for scalability and efficiency.
1. Ideal Client Identification:
Targeted Lead Generation: Focused on identifying businesses that required consistent accounting support, such as SMEs and mid-sized enterprises.
Customized Messaging: Crafted outreach messaging that addressed common pain points, such as compliance complexities and inefficient financial processes.
2. Streamlined Pipeline Management:
Centralized System: We implemented a CRM solution to unify their pipeline, making it easier to track leads, automate follow-ups, and measure performance.
Workflow Automation: Automated reminders and updates ensured no opportunities were lost due to missed communications.
3. Scalable Cold Outbound Strategy:
Targeted Lead Generation: Identified ideal clients by focusing on industries and businesses requiring long-term accounting services.
Personalized Messaging: Crafted outreach campaigns addressing specific pain points such as tax compliance, financial optimization, and efficiency.
4. Modernizing Their Approach:
Omni-Channel Engagement: Combined email outreach with LinkedIn messaging to maximize reach and engagement.
Data-Driven Adjustments: Regularly refined campaigns based on performance metrics to improve ROI.
5. Enhancing Sales Efficiency:
Shortened Sales Cycle: Streamlined lead qualification and follow-up processes to reduce delays and keep prospects engaged.
Improved Tracking: Real-time insights into pipeline progress enabled quicker decision-making and resource allocation.
Results
The current outcome brought to them using Unima's system.
1. 4 Long-Term Retainer Clients:
Business Connexion secured 4 new clients, each committing to multi-year agreements, adding significant recurring revenue.
2. Higher Sales Efficiency:
Centralized pipeline management and automated workflows saved time and ensured consistent communication with prospects.
3. Scalable Lead Generation:
Their new cold outbound system provided a reliable and repeatable method for acquiring high-value clients without relying on referrals.
4. Modernized Growth Strategy:
By adopting a data-driven and omni-channel approach, they positioned themselves as a forward-thinking firm capable of sustained growth.
Get a full strategy before commiting full time with us. book Your Initial Data-Driven Growth Workshop With Us
During this call you'll meet with either Takuto or Saad 'Your Growth Consultant' to guide you through our system, how it works, and how we can tailor it to your business model, services and niche.