The Tax Engineers

1The Challenge

The Tax Engineers is a specialist tax consulting firm serving businesses across the United States. Its website lists R&D tax credit studies and cost segregation as its core services. Nate Ramsey had never used outbound marketing or paid for marketing before working with Ever Outbound. All of his referrals came through CPAs, and his niche R&D tax credit service typically involved a six to nine month sales cycle. He wanted to find out whether a new acquisition channel could work in a business where marketing had not normally delivered.

2The Journey

Nate approached Ever Outbound for his first paid marketing campaign. Rather than abandoning the CPA relationships that already supported his business, the outreach opened conversations with new CPA firms. Within the first two weeks after launch, he had attended two meetings. He described the process as requiring little of his time and said he had not had a bad call. A partner meeting with another CPA firm was also scheduled for the following week.

3The Results

Two weeks after launch, Nate reported that a CPA he had met had two clients for him. His early result came through the same trusted partner channel his business understood, now reached through outbound instead of relying only on existing referrals. A further CPA partner meeting was still upcoming, not a completed deal. The recording does not disclose contract values or revenue. For Nate, the quality of the conversations and the minimal time required made the first campaign worth recommending to other skeptical business owners.

• 2 clients reported through a CPA within 2 weeks of launch
• 2 meetings attended in the first 2 weeks
• An additional CPA partner meeting scheduled for the following week
• First-ever paid marketing and outbound campaign
• Little time required, with no bad calls reported