16 qualified discovery calls a month by month four
A referral led MSP replaced two quiet quarters with a steady calendar of in area professional firms.
The challenge
Almost all new business came through two long standing accountancy referrals. When one partner retired, the pipeline went quiet for two quarters, and the owner was the only person generating conversations.
Their website ranked for their own name and little else. The one Google Ads account they had tried was set up by a generalist agency bidding on broad terms like IT support, and it produced plenty of clicks from home users and one person businesses, and almost nothing from the professional firms they actually served.
Where they started
- Two or three inbound enquiries a month, most of them poor fit
- No predictable source of new business outside referrals
- The owner took every first call himself
- No tracking between an ad click and a signed agreement
How we approached it
- Month 1A market and competitor review across the West Midlands, an ideal client defined as professional firms with 20 to 150 seats, and search terms rebuilt around buying intent.
- Months 2 to 3Campaigns went live alongside a new conversion page, with qualification filtering out firms under 20 seats. The first qualified calls arrived in week five.
- Months 4 to 6Budget moved toward the three best converting search themes, retargeting was added for visitors who left without booking, and cost per booked call came down month on month.
What we built
- Google Search campaigns across three buying intent themes
- A conversion page written for accountancy, legal and architecture firms
- A qualification form checking seats, location and service need
- Calendar booking wired into their existing CRM
- Retargeting for visitors who left without booking
- Monthly reporting from first click to signed agreement
Outcome
- 16 qualified discovery calls in month four
- 82 percent show rate across the engagement
- 5 new managed agreements signed in six months
- Cost per booked call down 38 percent from month one to month six
What made the difference
Filtering on seat count before the calendar. In the first month roughly a third of enquiries were firms under 20 seats that would never have signed. Stopping those before they became calls is what freed the owner to spend his time on the conversations that mattered.
In their words
“For the first time we are choosing which firms to take on, rather than hoping the phone rings.”Managing Director, Birmingham MSP