PROFESSIONAL SERVICES

Lead generation for accounting firms, law firms and professional consultancies.

This page is for a licensed firm buying outbound to win business clients. B2B only. We do not do consumer legal or consumer tax lead generation: no personal-injury enquiries, no bankruptcy enquiries, no individual tax filers. Anyone shopping for that should stop here.

It is also not the same page as consultants, which covers consulting and advisory practices.

We build the list, write an email per prospect, own the sending domains, and answer replies in under ten minutes. From $1,000 per month, month-to-month, no setup fee, sending in seven days.

SEE PRICING
421+
CLIENTS IN 4 YEARS
14K+
LEADS GENERATED
7 DAYS
TO LIVE
$0
SETUP FEES
BEFORE YOU BUY

THE PROBLEM WITH SELLING BILLABLE HOURS

At a small firm the person who would take the meeting is also the person delivering the work, so a full pipeline is a scheduling problem before it is a revenue problem. A firm with no salesperson should think hard before buying any outbound retainer, ours included, as we said in our comparison of lead generation companies for consultants and agencies.

Outbound starts to pay when someone other than the partner can deliver and the service is packaged enough that a stranger can describe it. Three partners, five associates and a referral flow that has stopped growing is the right time.

TARGETING

WHO WE CONTACT ON YOUR BEHALF

Your buyer is someone inside another business handed a problem they cannot solve internally.

FINANCE

CFO, controller, VP Finance: audit, tax advisory, outsourced accounting, transaction support.

LEGAL AND OPERATIONS

General counsel, COO, head of HR. For a law firm the buyer of B2B legal work is usually a GC, a CFO or an operations lead.

FOUNDERS UNDER 100 STAFF

Below that headcount there is often no GC and no controller, so the founder is both.

THE TRIGGERS THAT MATTER

A funding round, an acquisition, an audit, an expansion into a new state, a new regulation. Each creates work that has to go somewhere.

GEOGRAPHY OR SPECIALISM

Either you own a metro, or you sell one specialist service nationally. The list and the plan differ.

WHAT WE ASK YOU FOR

Your exclusion list, bigger than usual here: clients, referral sources, opposing parties, anyone a partner is courting.

DATA

THE LISTS WE BUILD FROM

Each is also sold on its own at $295 as a one-time CSV through our email list marketplace. In a retainer they are a starting point.

SELLING TO OTHER FIRMS

Firms selling to firms: practice software, outsourced bookkeeping, co-counsel referrals, insurance and staffing.

Our largest professional list: attorneys and firm contacts, for selling into legal practices.

CPA firms and in-house accountants, who are asked for lawyer recommendations constantly.

Advisors and RIA practices, next to estate, tax and transaction work. A client and a source.

CLIENT-SIDE LISTS

The hub for a regional book, filtered to your metro.

Contracts, liens, subcontractor disputes, job costing.

Multi-location operators with payroll, licensing and lease work.

Project revenue, contractor payroll, messy revenue recognition.

Trust accounting, entity structures, recurring lease work.

The clearest trigger there is: a first audit, a stock plan, employment agreements to write.

Smaller and better qualified: at Series A a company hires its first finance lead.

If your market is a set of named companies rather than a profession or a metro, we build that list to spec, with a waterfall approach that finds 42% more valid contacts than standard sources alone.

PLANS

WHICH PLAN FITS YOUR FIRM

REGIONAL FIRM: TAM TAKEOVER, $2,000/MO

If your market is a metro and you take work across several service lines, it is small enough to contact in full. TAM Takeover reaches up to 20,000 ICP-matching contacts a month and cycles your market every 30 to 90 days, which suits a business where the trigger arrives on someone else's schedule.

Being in front of every business in your city four times a year is cheaper than the sponsorships most firms buy instead.

SPECIALIST FIRM: INTENT TAKEOVER, $1,000/MO

If you sell one service to a named national set — R&D credits, cannabis tax, employment law for multi-state employers — the buyer set is small and each engagement is worth chasing properly. Intent Takeover puts 5+ touches on up to 1,000 leads a month.

TAM + Intent at $2,500/mo is for the firm doing both: coverage of the metro, depth on the niche that travels beyond it.

CHANNELS

WHAT CARRIES WEIGHT HERE

EMAIL CARRIES IT

A CFO or a GC reads their own inbox and can forward an email to whoever owns the decision. That forward beats a call summarised from memory.

LINKEDIN IS WORTH THE ADD-ON

Partners are visible in a way most sellers are not: a real profile, a bar admission, published articles. A profile view before the second email lands differently. +$1,000/mo.

CALLS ARE THE WEAKEST FIT

Against a general counsel, a cold call mostly annoys the person you want. We will run them at +$1,500/mo, and this is the vertical where we recommend them least.

The email goes out with your firm's name on it, and your ethics reviewer sees the angles in the first week. We write an email per prospect rather than a merge-field template, which in our campaigns gets 3.2x the reply rate. If bar rules constrain what an unsolicited communication may say, tell us at onboarding.

ONBOARDING

THE FIRST 30 DAYS

Taylor, our onboarding specialist, owns this sequence.

WITHIN 24 HOURS
SLACK AND THE FORM

A shared Slack channel and the onboarding form: service lines, target industries, which partner takes the meetings.

SAME WEEK
DOMAINS AND MAILBOXES

We buy the sending domains and set up the mailboxes. Your firm domain is never used for cold sending.

BEFORE KICKOFF
EXCLUSIONS AND REVIEW

Your exclusion list arrives — clients, referral sources, conflicts — and the copy goes to whoever signs it off.

DAY 7 ONWARD
LIVE, THEN WEEKLY

The first campaign goes out. Targeting and angles change weekly; positive replies are answered in under 10 minutes.

Decide in week one who takes the meetings and how many a week they can absorb. A firm that books more than it can staff delivers worse.

PRICING

THREE PLANS, FLAT MONTHLY FEE

Same team and same inclusions on all three. No setup fee on any of them.

INTENT TAKEOVER
$1,000/MONTH
FOCUS: SATURATION — DEPTH
Up to 1,000 high-intent leads / mo
5+ touches per lead
Identify the accounts most likely to buy now
Be everywhere for them, repeatedly, until they convert
ADD-ON CHANNELS
Cold calls — +$1,500/mo
Ads — +$1,000/mo
LinkedIn — +$1,000/mo
TAM TAKEOVER
$2,000/MONTH
FOCUS: COVERAGE — BREADTH
Up to 20,000 ICP-matching leads / mo
Light-touch personalized email at scale
Reach your full TAM every 30-90 days
Top of mind across the whole market
TAM + INTENT TAKEOVER
$2,500/MONTH
FOCUS: COVERAGE + SATURATION
Up to 20,000 ICP-matching leads / mo
Up to 1,000 high-intent leads / mo
Everything in TAM Takeover
Everything in Intent Takeover
ADD-ON CHANNELS
Cold calls — +$1,500/mo
Ads — +$1,000/mo
LinkedIn — +$1,000/mo
NO LOCK-INS
Cancel anytime, no long-term contracts
FLEXIBILITY
Month-to-month. Start small and upgrade
ALL COSTS INCLUDED
Infrastructure, data, software, and the team running it. No setup or hidden fees
FAST SETUP
Get sending in one week
PROOF

421+ CLIENTS IN FOUR YEARS

14,000+ leads generated. The benchmarks behind our campaigns are in our cold email statistics, built from 1,288,605 real emails.

TESTIMONIAL HERO
CASE STUDY

TESTIMONIAL HERO

$85K
PIPELINE GROWTH
VIEW STUDY →
WHAT TESTIMONIAL HERO IS, AND WHAT IT IS NOT

Testimonial Hero produces video testimonials and sells that service to B2B marketing teams, with $85K in pipeline growth. It is the closest published services-business campaign we have: a delivered service sold to a named function inside another company.

It is not an accounting firm and not a law firm, and we have no published case study with either. The rest are at customers.

FAQ

PROFESSIONAL SERVICES QUESTIONS

Do you do consumer legal or consumer tax lead generation?

No. This is B2B only. We do not generate personal-injury, bankruptcy or family law enquiries, we do not sell individual tax filers, and we do not buy consumer leads from anyone else. Everything we build targets business contacts at companies, so a firm that depends on consumer volume needs a different vendor.

How is this different from your consultants page?

The consultants page is for consulting and advisory practices selling their own expertise. This page is for licensed firms: accountants, lawyers and professional consultancies with partners, utilisation targets and a referral pipeline. The campaign mechanics overlap, but the buyer, the triggers and the exclusion list differ enough that we split them. If you are a solo advisory practice, read that page instead.

Our partners deliver the work. Should we buy outbound at all?

Maybe not yet, and we would rather say so now. At a small firm the person who takes the meeting is also the person doing the work, so a full pipeline is a scheduling problem before it is a revenue problem. Outbound starts to pay when someone other than the partner can deliver, when someone's job includes taking the calls, and when the service is packaged enough that a stranger can describe it. If none of that is true, spend the money elsewhere and come back later.

Who do you contact for an accounting firm?

CFO, controller and VP Finance at companies large enough to have them, and the founder at companies under 100 staff. Head of HR and COO where the service touches payroll, benefits or operations. Which industries we point that at depends on where your firm already wins: construction, agencies, restaurants, property managers and funded startups are all lists we hold.

What triggers a company to look for outside counsel or a new firm?

A funding round, an acquisition, an audit, an expansion into a new state, or a new regulation. Each creates work that has to go somewhere quickly. That is why we lean on newly funded startups and Series A startups, where the trigger is visible from outside, rather than emailing companies with no reason to think about you this quarter.

Should a regional firm run TAM Takeover or Intent Takeover?

TAM Takeover at $2,000 a month if your market is a metro and you take work across several service lines, because that market is small enough to contact in full every 30 to 90 days. Intent Takeover at $1,000 if you sell one specialist service to a named national set. A firm doing both ends up on TAM + Intent at $2,500.

Is the LinkedIn add-on worth it for a law firm?

More than in most verticals, yes. Partners are visible in a way most sellers are not: a real profile, published articles, a bio the prospect can check in thirty seconds. That is +$1,000 a month. Cold calls at +$1,500 are the weakest fit here, because a cold call to a general counsel mostly annoys the person you want.

Do you have an accounting or law firm case study?

No, and we will not dress one up. The closest is Testimonial Hero, a video testimonial production service selling to B2B marketing teams, with $85K in pipeline growth. A delivered service sold to a named function inside another company is the same shape as your sale, even though the firm is nothing like yours.

$1,000/MONTH. LIVE IN 7 DAYS.

SEE PRICING