Nevan’s firm, a trusted name in corporate tax strategy since 2006, had always relied on traditional marketing methods and SEO to attract clients. However, these approaches lacked the consistency and scalability Nevan needed to grow the business predictably. As a result, their client acquisition felt like a gamble month after month. Searching for a more reliable solution, Nevan turned to ListKit’s done-for-you cold email setup. With their guidance, his firm sent out 8,000 targeted emails, leading to five booked sales calls and two closed high-ticket deals. For Nevan, cold email wasn’t just another marketing experiment—it became a measurable, scalable system that could deliver real results.

Here’s how ListKit played a critical role in his success:

By the Numbers:

• Grew to $12K MRR in a few months
• Secured 25 booked meetings for a client in the first month
• Increased client retention through successful lead generation campaigns

What It Meant for the Business:

• Confidence in predictable growth: Cold email allowed Nevan’s firm to create a reliable and scalable system to bring in new clients, unlike SEO, which had unpredictable results. This newfound predictability helped him better plan and scale his outreach.

• Faster, high-intent sales conversations: With a clear, direct email approach, the booked calls Nevan received were from highly interested prospects, reducing the back-and-forth and improving the efficiency of the sales process.

• Stronger client acquisition system: The firm’s outreach now operates more systematically, allowing Nevan to replicate his success by adjusting email volume and scaling based on clear metrics.

• Expanded opportunities for long-term business: The closed deals, especially the $5,000 annual deal, opened doors for longer-term relationships, translating into recurring revenue with minimal churn risk.

Challenges:

• Relied heavily on inconsistent marketing channels like SEO and word-of-mouth
• Difficulty in predicting client acquisition and revenue
• Lack of a scalable and measurable outreach system

Goals:

• Build a more predictable client acquisition channel
• Save time by having a system that could run with minimal input
• Leverage cold email to target high-ticket clients in Canada

Implementation: Nevan signed up for ListKit’s done-for-you cold email setup and quickly saw results. The system was set up within a month, with only a few hours of input from his side. The cold email system allowed him to target Canadian businesses with straightforward messaging around tax savings, leading to high-intent replies and booked calls.

Features Used:

• Done-for-you cold email setup
• Cold email Mastery course for training and education
• Ongoing support from the ListKit Slack community for campaign adjustments and questions

Process: Nevan provided login details and tweaked subject lines and email messaging, while ListKit handled the technical setup. The cold email campaign targeted Canadian business owners and highlighted potential tax savings. Nevan managed replies easily, using his inbox to follow up with leads interested in learning more about his services.

Nevan found cold email to be an ideal marketing solution for his corporate tax firm. With ListKit’s help, he built a predictable client acquisition system that allowed him to close high-ticket deals with minimal effort. His results show that cold email can work for high-value services when the offer is clear and the outreach is targeted.

Future Plans:

• Continue using cold email as a primary client acquisition channel
• Scale the cold email system to bring in more high-ticket clients
• Leverage ListKit’s community and resources for ongoing improvements

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