Skip to main content
Success story · Offshore Accounting

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.

0

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.

Managing Partner · Offshore accounting firm

Your turn

Want numbers like these for your business?

30 minutes on a call. Real answers on your ICP, current outbound, and exactly what we'd build for you.