Opening CFOs' doors for a tax optimisation specialist
Finance

Opening CFOs' doors for a tax optimisation specialist

This firm works on a « no cure, no pay » basis with two levers: overheads and tax incentives for innovation. It was aiming for 300 meetings a year.

Mission
B2B prospecting
Period
2018 – 2020
Languages
FR · NL
Area
Belgium
1,700Companies approached
1,800Conversations with decision-makers
214Qualified meetings
12 %of conversations lead to a meeting
The context

A risk-free offer, still little known

Tax and scientific advisers work together to secure incentives for research and innovation. The no-win, no-fee model makes the offer easy to try.

The challenge

« We already know about that »

Many companies believe they apply the incentives correctly, while their tax adviser lacks the scientific expertise to prove the innovation. That objection had to be handled in a few sentences.

Our approach

A fast ramp-up

  1. A summer testA first block of hours to confirm that qualified meetings were achievable.
  2. Two targetsLarge companies for purchasing; innovative SMEs and profitable software vendors for tax.
  3. Excluded sectorsConstruction, service vouchers, public bodies: excluded to keep only convertible files.
  4. 45 minutes with a decision-makerA short meeting, with interest in optimisation as the only criterion.
A PHCom prospecting campaign is prepared with the client
Every campaign is prepared with the client: targets, pitch and meeting criteria.
The results

From company list to meeting

Companies approached
1,700
Conversations with decision-makers
1,800
Meetings booked
214
Quotes issued
42

1 conversation in 8 leads to a meeting

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