We book qualified B2B meetings
That become new clients up to 50% of the time
Now Available Online
Data Record Packages
Available to purchase now in our new online store and onboarding section
Johnsen Archer
Johnsen Archer LLP is a medium-sized, public practice, CPA firm. They focus primarily on serving privately held enterprises with services for: year end tax compliance work, long-term tax strategy planning including, estate and succession/exit matters.
DW Strategies was tasked to create a sustainable direct contact campaign to acquire new clients which would be persuasive and set the stage for Partners to have one-on-one meetings with business owners that were searching for answers to their accounting and tax strategy questions. This outbound client development program is approved by accounting industry regulators.
The program was subjected to a scrupulous independent audit and found to be compliant in every way.
CREATED THE SALES STRATEGY, PROSPECT LISTS, CRM QUALIFIED APPOINTMENTS & SALES CLOSING INSIGHTS
Our ongoing client consultation process ensures a continuous comprehensive understanding of the industry and market knowledge. We assemble the database in a cloud-based CRM, and add detailed notes of the sales process after every prospect interaction.
We deliver a unique client development approach which leads to an extraordinary 25% – 35% decision-maker contact rate, We continually improve prospect closing ratios by working with Partners and Managers on their sales process.
Johnsen Archer’s annual new client acquisition has continually increased significantly in the years we have worked together.
“David Westdorp Strategies brought us a fresh, industry-compliant and highly effective approach to acquiring new clients. His innovation, professionalism and attention to detail are truly impressive, and he makes a practice of underpromising and overdelivering. We felt very confident having him represent us to our market. A great benefit of his working style is that he is respectful of the Partners time and any meetings he booked for us were well qualified and well prepared for our message.”
WELCOME NETWORKS
Welcome Networks provides highly skilled technical support services in the niche market of the financial and accounting industries.
DW Strategies was tasked to create a custom program which would engage decision-makers in some of the largest firms in their target, with the long term goal of increasing brand awareness and the short term goal of creating no less than 15 new client consultation meetings and $15,000 in new business in the first three months of our engagement.
We were grateful to work directly with the company Owner and President, and to have direct access to other team members as necessary to be effective.
LEAD GENERATION & QUALIFICATION, MEETING SETUP, STRATEGIC ANALYSIS
Our client consultation process brought all stakeholders into alignment and carefully defined measurable & specific goals and standards of measurement.
We defined the “sweet spots” in Welcome Networks client criteria, created the sales strategy, then sourced and booked qualified appointments for Welcome Networks leadership with the best possible prospects.
Welcome Networks sales increased by 200% over the previous year, with significant increases in their companies visibility to their niche market. As a result referrals and increased brand awareness was delivered.
“David Westdorp Strategies was our first successful outsourced sales program after many attempts. We frankly didn’t go in with a lot of optimism but we quickly realized David takes results delivery – measurable results delivery! – very seriously. He understood our needs and brought the right business to our door, creating a number of long-term contracts for our company which are still generating revenue today.”
Proven Sales Strategies
ACTIONABLE DATA
FOR SMALL AND MEDIUM-SIZED BUSINESS
We believe our B2B clients deserve qualified appointments booked that turn into new business up to 50% of the time.
Think differently… Take action… Let the market tell you what it needs… We can deliver this feedback
David In The Media
