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How We Helped Accounting Forward Close $150,000+ in New Revenue With Cold Email

$150,000+Revenue Generated
125+Qualified Leads Generated
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Services
Accounting services for 7-figure restaurants
Industry
Accounting
Headquarters
Minnesota, USA
Company size
2-10 employees
Pre-Engagement Challenges

1. Relied solely on referrals, strategic partnerships, and content marketing.

2. No dedicated outbound system; cold email efforts were sporadic and in-house.

3. Struggled with unpredictable growth in a saturated market.

1. Our Setup
  • Built a bulletproof infrastructure with HyperTide, AeroSend, Outlook, and Google inboxes
  • Purchased multiple subdomains to protect the main domain and ensure consistent deliverability
  • Achieved zero deliverability issues over 5+ months of outreach
  • Used Instantly to send 500–1000 emails per day at scale
2. The Data
  • Used Clay + Serper.dev workflows to scrape fresh contacts directly from Google Maps
  • Leveraged AI agents to qualify restaurants making $1M+ in revenue
  • Enriched data to find restaurant owners and verified work emails
  • Built a database of tens of thousands of untouched, high-quality leads
3. The Messaging
  • Crafted outreach that looked nothing like traditional accounting emails
  • Personalized every email with details like cuisine type, employee count, and city
  • Used tailored lines and subtle humor to stand out in a crowded market
  • Ensured every prospect felt the email was written just for them
Results
3–5Meetings Booked per Week
5New Clients Closed
5%Reply Rate
125+Qualified Leads Generated
$150,000+Total Revenue
5XROI
5 MonthsTimeframe
Testimonial
I just signed 3 new clients in 3 weeks thanks to their efforts. I love their process and they're always committed to delivering the best ROI.
Matt Dybing- Matt Dybing, CEO, Accounting Forward
Outcome
  • 125+ qualified leads generated in 5 months
  • 3–5 meetings booked per week, consistently
  • 5 new clients closed, each valued at ~$30,000 in lifetime value
  • $150,000+ in new revenue generated, with more deals in the pipeline
  • Achieved a 5% reply rate, outperforming the 1% industry average by 5x
Key Takeaways
  • Infrastructure First: Bulletproof deliverability setup enables consistent outreach at scale
  • AI-Powered Targeting: Clay + Serper.dev workflows can find high-quality, untouched leads
  • Personalization Wins: Detailed personalization beats generic accounting outreach every time

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