General Consulting/Other

SRA 831(b) Admin

Idaho, US
Tax deferral services under the US 831(b) Plan.

Client Overview:

SRA 831(b) Admin, a consulting firm based in Idaho, engaged our services to enhance their outreach efforts and bolster their client base in the realm of tax deferral services under the US 831(b) Plan. With a team of 27 employees, SRA 831(b) Admin sought to efficiently reach potential clients, including tax advisors, investment managers, and small to medium-sized businesses across various industries.

Issues the Client Faced:

SRA 831(b) Admin encountered the following challenges:

  1. Efficient Outreach: The company struggled to reach a sufficient number of potential clients efficiently, hindering their ability to feed their sales development representatives (SDRs) with qualified leads.
  2. Target Market Expansion: There was a need to expand their client base beyond their current reach and engage with tax advisors, investment managers, and businesses in diverse sectors.

These challenges underscored the necessity for a refined outreach strategy to drive growth and client acquisition for SRA 831(b) Admin.

Our Approach:

Over a span of 10 months, our firm implemented a tailored approach to address SRA 831(b) Admin's challenges:

  1. Targeted Outreach: We executed a targeted outreach plan, contacting 3,500 potential clients monthly within the specified industries and company size parameters across the United States.
  2. Content Optimization: We optimized SRA 831(b) Admin's copywriting to effectively convey their value proposition, emphasizing their expertise in tax deferral services under the US 831(b) Plan.
  3. List Building: We curated comprehensive email lists, comprising decision-makers within tax advisory firms, investment management companies, and small to medium-sized businesses, to maximize engagement and response rates.
  4. Email Backend Operations: We optimized the technical aspects of email delivery to enhance deliverability rates and ensure that SRA 831(b) Admin's emails reached their intended recipients' inboxes.

Results Achieved:

Our efforts yielded significant results for SRA 831(b) Admin:

  1. Successful Client Engagement: We facilitated 17 calls with prospective clients, demonstrating the effectiveness of the expanded outreach strategy.
  2. Impressive Response Rates: SRA 831(b) Admin's email campaigns achieved an average reply rate of 4.87%, with a maximum reply rate of 9.45%, indicating strong interest and engagement from potential clients.
  3. Extensive Outreach: In total, we contacted 39,510 leads, significantly expanding SRA 831(b) Admin's reach and visibility within the target industries.
  4. High-Quality Leads: Our efforts resulted in successful calls with various financial groups and professional services companies, paving the way for potential collaborations and partnerships.

Through our strategic implementation of targeted outreach and engagement strategies, we empowered SRA 831(b) Admin to overcome their outreach challenges, attract high-quality leads, and drive growth within the tax deferral services sector under the US 831(b) Plan.

*All call numbers, send volume, and reply rates are as of 4/23/2024

Contact Us

Target ICP

Tax advisors, tax strategists, investment and business managers, construction companies, and dentists within the US; with 3-100 employees, making $1-50 million revenue per year.

Scope of Work

  • Currently with us for 10 months
  • 3,500 target contact per month
  • Copywriting
  • List building
  • Email backend operations

Company size

27 employees