Case Study: Los Angeles Based CPA Practice drives more referrals and meetings with ReferMe IQ™

Los Angeles Based CPA Practice - Customer Case Study

Los Angeles Based CPA Practice wanted to promote a new strategic business planning service to small business clients, but past mass-email and social media “shotgun” outreach hadn’t translated into enough leads or meetings. They turned to ReferMe IQ™ to find a better way to get the word out to their client base and referral network.

Using ReferMe IQ™’s Automated Referral Intelligence platform, the firm uploaded client, network, and warm prospect lists, customized email templates, and launched targeted campaigns with built-in referral and meeting-request pathways. The setup took hours rather than days and required little maintenance, and the firm soon began receiving inbox alerts from clients, network contacts, and referrals interested in meeting.