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Case studies
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How Nevan Generated $11,000 for His Accounting Firm Using Cold Email
How Nevan Generated $11,000 for His Accounting Firm Using Cold Email

Nevan, a partner at a corporate tax firm, used ListKit’s done-for-you cold email setup to close $11,000 in new business from cold outreach. He sent out 8,000 emails, booked five calls, and closed two high-ticket deals worth $5,000 and $6,000. Nevan had no previous cold email experience, but with ListKit’s setup, he now has a scalable and predictable outreach system.

5

minute(s) read

Written by

Christian Bonnier

Published:

September 25, 2024

Success metrics

8000

cold emails sent using ListKit's triple-verified leads

5+

sales calls booked

$11,000

total revenue generated so far from ListKit's leads

Overview

Nevan’s firm, a trusted name in corporate tax strategy since 2006, had always relied on traditional marketing methods and SEO to attract clients. However, these approaches lacked the consistency and scalability Nevan needed to grow the business predictably. As a result, their client acquisition felt like a gamble month after month. Searching for a more reliable solution, Nevan turned to ListKit’s done-for-you cold email setup. With their guidance, his firm sent out 8,000 targeted emails, leading to five booked sales calls and two closed high-ticket deals. For Nevan, cold email wasn’t just another marketing experiment—it became a measurable, scalable system that could deliver real results.

Here’s how ListKit played a critical role in his success:

Results

By the Numbers:

  • Grew to $12K MRR in a few months
  • Secured 25 booked meetings for a client in the first month
  • Increased client retention through successful lead generation campaigns

What It Meant for the Business:

  • Confidence in predictable growth: Cold email allowed Nevan’s firm to create a reliable and scalable system to bring in new clients, unlike SEO, which had unpredictable results. This newfound predictability helped him better plan and scale his outreach.
  • Faster, high-intent sales conversations: With a clear, direct email approach, the booked calls Nevan received were from highly interested prospects, reducing the back-and-forth and improving the efficiency of the sales process.
  • Stronger client acquisition system: The firm’s outreach now operates more systematically, allowing Nevan to replicate his success by adjusting email volume and scaling based on clear metrics.
  • Expanded opportunities for long-term business: The closed deals, especially the $5,000 annual deal, opened doors for longer-term relationships, translating into recurring revenue with minimal churn risk.

Key Takeaways from the Interview

On the Results

“We sent out 8,000 emails, booked five sales calls, and closed two deals. One was a $5,000 annual deal and the other was a one-off $6,000 service.”

Nevan

00:00 - 00:55

On Predictability

“SEO was inconsistent; some months we’d get one client, other months maybe six or seven. Cold email, however, gave us a predictable system where we could measure how many clients we’d bring in.”

Nevan

03:24 - 04:45

On Support from ListKit

“The handoff was straightforward. Any questions I had were answered either in the course or by the community. I didn’t have to spend much time managing the system.”

Nevan

07:27 - 08:53

Before ListKit

Challenges:

  • Relied heavily on inconsistent marketing channels like SEO and word-of-mouth
  • Difficulty in predicting client acquisition and revenue
  • Lack of a scalable and measurable outreach system

Goals:

  • Build a more predictable client acquisition channel
  • Save time by having a system that could run with minimal input
  • Leverage cold email to target high-ticket clients in Canada

After ListKit

Implementation: Nevan signed up for ListKit’s done-for-you cold email setup and quickly saw results. The system was set up within a month, with only a few hours of input from his side. The cold email system allowed him to target Canadian businesses with straightforward messaging around tax savings, leading to high-intent replies and booked calls.

Features Used:

  • Done-for-you cold email setup
  • Cold email Mastery course for training and education
  • Ongoing support from the ListKit Slack community for campaign adjustments and questions

Process: Nevan provided login details and tweaked subject lines and email messaging, while ListKit handled the technical setup. The cold email campaign targeted Canadian business owners and highlighted potential tax savings. Nevan managed replies easily, using his inbox to follow up with leads interested in learning more about his services.

Parting Words

Nevan found cold email to be an ideal marketing solution for his corporate tax firm. With ListKit’s help, he built a predictable client acquisition system that allowed him to close high-ticket deals with minimal effort. His results show that cold email can work for high-value services when the offer is clear and the outreach is targeted.

Future Plans:

  • Continue using cold email as a primary client acquisition channel
  • Scale the cold email system to bring in more high-ticket clients
  • Leverage ListKit’s community and resources for ongoing improvements

Become Our Next Success Story

Want to be interviewed as our next case study? Find and close your dream client with ListKit’s leading 500M+ B2B database. Pay for verified contacts only. Schedule your demo today.

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About company

Tax Specialist Firm

British Columbia, Canada

Tax Advisory

11-50

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