Mid-Sized Accounting Firm


Financial Services

Mid-Sized Accounting Firm
Generating qualified leads from privately held businesses.
Our Work:
We implemented a cold-calling lead generation program to generate appointments with qualified targets. We developed the target list, interviewed, selected and trained the telemarketer, drafted the script and monitored the results.
The firm reaped benefits from the following:

  • Appointments set with qualified prospects – We increased the number of leads generated and appointments set with qualified prospects.
  • Increased the number of new clients – A number of prospective clients were converted to clients and remained clients of the firm for several years.
  • Increased the number of prospective clients in the pipeline – Keeping the pipeline full is a critical aspect of generating future clients. The program introduced the firm to potential future clients.
Berbay Marketing & PR
2001 South Barrington Avenue, Suite 305 • Los Angeles, CA 90025
(310)-405-7345 Fax: (310)-914-4201 • info@berbay.com

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