30 qualified CFO meetings a month. On autopilot.
An India-based offshore accounting firm needed a reliable way to land US and UK finance leaders: the kind of decision-makers who don't return cold calls and never open LinkedIn InMail. We built a cold-email engine tuned to their compliance and language standards.
qualified CFO / controller meetings per month
0/mo
Qualified meetings
0%
Reply rate (top angle)
0 wks
Time to first meeting
0%
Inbox placement
The problem
The challenge
Offshore accounting firms face an uphill climb: US and UK finance leaders are skeptical of India-based vendors, wary of data-handling, and flooded with generic outreach. The firm's own team had tried LinkedIn, paid ads, and cold email. Nothing broke through. They needed meetings with controllers and CFOs at $5M-$50M US/UK businesses, and they needed them warm.
What we did
Our approach
01
Trust-forward copy
Led every sequence with specifics that only a peer firm would know. No 'we save you money' pitches. Framed the offer around SOX-adjacent hygiene, close-cycle time, and audit readiness.
02
Time-zone native sends
Staggered inboxes per target geography so emails landed 9-11am local to recipient. Response rates on same-day replies climbed from 4% to 14% after the switch.
03
CFO-tier list building
Built a 2,400-contact list of controllers + CFOs at $5M-$50M US/UK businesses. Signal-based filtering on recent hiring, funding, and ERP migrations.
Outcome
The results
By week 4 the firm had its first 8 meetings. By month 2 they were at a steady 30 meetings per month, with a 22% reply rate on the top angle. Close rate on held meetings landed at 18% - well above their LinkedIn baseline of 6%.
30 qualified CFO / controller meetings per month, sustained
22% reply rate on top-performing angle
18% close rate on held meetings (3x their LinkedIn baseline)
97% inbox placement held through scale
First meetings booked within 4 weeks of launch
Pipeline shifted from referral-dependent to repeatable
“The difference was the copy. They wrote it like someone who had sat in a finance chair, not a sales chair. That's why CFOs replied.”
Your turn
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