CASE STUDY – Build A Herd Marketing

Build A Herd Marketing (BAH) provides done-for-the-client email marketing, print newsletters and online marketing suites for the CPA and Estate Planning Attorney industries.  Currently, BAH provides these services for over 100 users and has a proven model for distribution. BAH lacked a consistent marketing and sales process to continually grow and expand the business.  BAH charges a set monthly fee charged via credit card and has a long client lifetime.  The client retention rate is very high, allowing steady growth with predictable monthly revenues.

We took a small segment of their business and through online, offline and telemarketing increased sales over five times the previous monthly highs.  We installed a system of lead generation and customer conversion using our ‘customer service sales program’. Where our sales staff contacts a lead and works to understand their issue and needs.