CPA and Accounting Firm Appointment Setting: 30+ Meetings Booked
CFE Marketing Services booked 30+ BANT qualified sales meetings for a US based CPA and accounting firm (CFE-reported booking total; client name and timeframe confidential). CFE's US based SDRs book meetings through cold calling and cold email.
Last updated
30+
BANT qualified sales meetings booked for a US based CPA and accounting firm
CFE-reported booking total. The timeframe is client confidential. Sales outcomes are not published.
The client
A US based CPA and accounting firm. The client name and timeframe are confidential.
What CFE ran
US based SDRs built an ICP matched prospect list, ran cold calling and cold email, qualified every meeting with BANT and sent a weekly report.
Results at a glance
| Meetings booked | 30+ (CFE-reported booking total) |
|---|---|
| Qualification | BANT: budget, authority, need and timeline |
| Client | US CPA and accounting firm, name confidential |
| Timeframe | Confidential |
What this means for a CPA or accounting firm
A CPA or accounting firm can run the same program: US based SDRs call and email business owners, CFOs and controllers that match your ICP, and every meeting is qualified with BANT before it reaches your calendar. Your partners run the meeting and win the engagement.
How a CFE program works
- Strategy call. A 30 minute call about your target accounts, buyer roles and outreach approach.
- Live in a week. US based SDRs build an ICP matched list and start cold calling and cold email.
- One month pilot. Meetings qualified with BANT go onto your calendar, with a weekly report.
- Month to month. After the pilot the program runs month to month. Cancel with 30 days notice.
Frequently asked questions
Has CFE booked meetings for a CPA or accounting firm?
Yes. CFE Marketing Services booked 30+ BANT qualified sales meetings for a US based CPA and accounting firm (CFE-reported booking total; client name and timeframe confidential).
Why is the CPA firm client not named?
The client name and timeframe are confidential, so they are not published. The booking total is CFE-reported.
How does CFE qualify meetings?
Every meeting CFE books is qualified with BANT: budget, authority, need and timeline.
How much does appointment setting for a CPA firm cost?
Pricing is custom per project. It is scoped on a 30 minute strategy call.