Overview
A U.S.-based accounting firm offering comprehensive financial and advisory services partnered with AutoNow to enhance its lead generation and meeting scheduling efforts. Targeting small to medium-sized businesses in specific industries, the firm aimed to connect with decision-makers needing financial services and strategic consulting. Through AutoNow’s Managed Services Team and AI-powered agents, the firm achieved measurable success over a three-month engagement.

Client’s Target Market

• Ideal Customer Profile (ICP):
  • Geography: United States
  • Company Size: Businesses with 20-200 employees
  • Industries:
    • Healthcare and Medical Services
    • Technology and SaaS
    • Real Estate and Construction
    • Manufacturing and Distribution

Phase 1: Initial Configuration (Weeks 1-2)

1. Defining the ICP

• AutoNow collaborated with the client to refine their ICP, focusing on small to medium-sized businesses in industries with high demand for accounting services.
• Finalized a targeted profile of decision-makers and organizations.

2. Data Agent Configuration

• Trained data agents to identify and collect profiles of businesses and decision-makers matching the ICP criteria.
• Iteratively refined agents based on validation and feedback to ensure high-quality results.

3. Messaging Agent Setup

• Configured messaging agents with:
  • The client’s core value propositions, such as bookkeeping, tax preparation, and financial consulting expertise.
  • Messaging tailored to resonate with decision-makers in the targeted industries.
• Deployed 50 messaging agents across 10 subdomains with dedicated inboxes to maintain email deliverability and reputation.

Phase 2: Data Collection and Messaging (Weeks 2-4)

1. Continuous Data Aggregation

• Data agents collected and validated profiles of potential leads throughout the trial program.
• Ensured all leads adhered to ICP specifications, building a growing database of highly qualified prospects.

2. Messaging Campaign Launch

• Initiated outreach with personalized email campaigns emphasizing the client’s expertise and solutions.
• Messaging agents employed staggered scheduling and ongoing refinement to optimize engagement.

Phase 3: Performance and Results (Months 1-3)

1. Leads Generated

• Month 1: 4 leads secured through targeted outreach.
• Month 2: 8 leads generated after refining messaging and strategies.
• Month 3: 13 leads booked, totaling 25 high-quality leads over three months.

2. Lead Database Growth

• Data agents built a comprehensive database of over 7,000 qualified ICP leads by the end of the engagement.
• Leads were meticulously validated to meet industry, size, and decision-maker criteria.

Campaign Optimization

• The Managed Services Team actively monitored agent performance, incorporating client feedback and evolving market trends.
• Adjustments to messaging and targeting improved lead quality and outreach effectiveness.

Execution Breakdown

• Key Metrics:
  • Over 7,000 qualified leads aggregated during the trial program.
  • 25 leads generated with targeted outreach, connecting the firm with key decision-makers.
• Client Outcomes:
  • Increased opportunities to provide financial and advisory services to SMBs.
  • Strengthened presence in high-value industries such as Healthcare, Technology, and Real Estate.

Conclusion
AutoNow’s combination of AI-driven agents and the expertise of its Managed Services Team empowered the accounting firm to scale its outreach and connect with high-value prospects. The tailored approach delivered consistent results, creating a foundation for sustained growth in the client’s target markets.

Looking to elevate your lead generation efforts? Let AutoNow show you how.