Introduction
Introduction
Established in 1983, CKS Accountancy helps small businesses and individuals achieve success while minimising their tax liabilities.
They advise on topics such as accounting records and software like Sage. They also assist with meeting clients’ obligations for VAT, PAYE, and personal and corporate tax.
Campaign Overview
Beanstalk set out to source data that matched CKS’ requirements. This included small businesses with a turnover of between £500k and £2 million. All businesses were located within 10 miles of CKS Accountancy.
The prevailing objective of this lead generation campaign was to raise brand awareness of CKS within the local business community.
This objective was to be achieved by generating face-to-face appointments with business owners who were interested in reviewing their existing accountancy provisions.
It was also agreed that Beanstalk would increase the number of ‘opt-in’ subscribers to receive CKS’ newsletters and marketing updates.


Campaign Overview
Beanstalk set out to source data that matched CKS’ requirements. This included small businesses with a turnover of between £500k and £2 million. All businesses were located within 10 miles of CKS Accountancy.
The prevailing objective of this lead generation campaign was to raise brand awareness of CKS within the local business community.
This objective was to be achieved by generating face-to-face appointments with business owners who were interested in reviewing their existing accountancy provisions.
It was also agreed that Beanstalk would increase the number of ‘opt-in’ subscribers to receive CKS’ newsletters and marketing updates.
The Process
The Process
To maximise the efficacy of the campaign, a pre-campaign briefing was undertaken with CKS Accountancy to understand their value proposition and set the tone of voice when calling prospects.
A Beanstalk telemarketer with several years of experience generating sales appointments for Accountancy practices was assigned to CKS’ account.
An initial 4-month pilot campaign was run, with Beanstalk’s telemarketing calling 3 mornings or afternoons each week.
With CKS being a general accountancy practice, the style of call was conversational rather than technical, with the telemarketer asking questions to identify the prospect’s sentiment towards their current accountant.
This approach helped identify prospects that were genuinely looking for a more responsive accountancy service, rather than a price-led review.
A weekly review meeting was held between CKS and Beanstalk’s team, to discuss campaign progress and to provide feedback on the leads generated.
4 out of every 10 leads converted into customers. As a result, CKS extended their lead generation campaign for a further 5 months, enabling Beanstalk to call each business in CKS’ key catchment areas.
The Results
Beanstalk took the time to understand our proposition, which was demonstrable with a 40% conversion rate that we couldn’t be happier with!
The fact that Beanstalk found businesses that were genuinely interested in changing accountancy, and not just looking to save money on their accountancy fees means that I was pleasantly surprised at how many new customers we gained
Director, CKS Accountancy


The Results
Beanstalk took the time to understand our proposition, which was demonstrable with a 40% conversion rate that we couldn’t be happier with!
The fact that Beanstalk found businesses that were genuinely interested in changing accountancy, and not just looking to save money on their accountancy fees means that I was pleasantly surprised at how many new customers we gained
Director, CKS Accountancy
Enquire Today

Let us share our experience generating leads in your sector and provide a bespoke proposal for delivering an ROI-focused lead generation campaign.

Enquire Today
Let us share our experience generating leads in your sector and provide a bespoke proposal for delivering an ROI-focused lead generation campaign.


