FINANCIAL SERVICES / ACCOUNTING
Trusted by 100+ B2Bs
5
New clients closed from the campaign
4
Closed deals in under 2 months
The growth challenge
Nelson CPA provides fractional CFO services specifically for physical therapists, chiropractors, and mental health businesses. Brad Nelson ran cold email himself for a few months but struggled with the ins and outs of copywriting, technical setup, and lead scraping — in a niche widely considered too small for cold email to work.
How Anevo solved it
Anevo built the campaign around hyper-niche targeting. Outreach went specifically to PTs, chiropractors, and mental health practitioners rather than broad CFO-service messaging.
Anevo handled the full outbound stack. Infrastructure setup, copywriting, lead responses, and call booking were all managed by the team.
Anevo ran monthly optimisation reflections. Results were reviewed, campaigns adjusted, and lead quality analysed on a recurring cadence — with the client's only job being to take the calls.
The results
Metric | Before | After |
|---|---|---|
New clients | Not stated | 5 |
Closed deals (first 2 months) | Not stated | 4 |
Client time on outbound | Running it himself | Taking calls only |
If your pipeline depends on referrals, your calendar has more gaps than calls, or building outbound in-house feels like more than it's worth, we can help. We've booked 5,000+ sales meetings for 100+ B2B teams, and the average client sees their first meeting within 1–2 weeks.
Trusted by 100+ B2Bs
Boutique accounting firm (1–10 employees) providing fractional CFO services to physical therapists, chiropractors, and mental health practices
Size:
1–10 employees
Industry:
Financial Services (Accounting / Fractional CFO)
Location:
West Virginia, United States
If your pipeline depends on referrals, your calendar has more gaps than calls, or building outbound in-house feels like more than it's worth, we can help. We've booked 5,000+ sales meetings for 100+ B2B teams, and the average client sees their first meeting within 1–2 weeks.
Trusted by 100+ B2Bs
FAQs
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