How a Top 30 UK Accountancy Firm engaged new clients for their specialist healthcare team...

A regional firm of chartered accountants approached us as they identified that they required some outsourced support to expand their healthcare client list. Their specialist healthcare team already work with over 150 clients in this sector and they wanted to not only expand this list, but also to raise their firm’s name awareness in what is a key sector for them.  


Our client strategically identified and then purchased a dataset of healthcare businesses from within this sector, identifying specific sizes and geographical locations of businesses. We worked with them on an agreed approach and introduction, delivering this via a dedicated 10 day calling campaign. We engaged the decision-makers within these businesses with the objective to book fully qualified ‘face-to-face’ appointments.   


We completed a dedicated 10-day calling campaign successfully delivering 9 fully qualified ‘face-to-face’ appointments for their specialist healthcare team. Post their campaign, our client has converted some significant new business well exceeding the campaigns costs and in addition to this, has also added a healthy number of new fully qualified prospects to their new business opportunities pipeline.

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