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balanse
◇ Case study · Accounting practice
Accounting FirmCase study · Accounting firm

Balanse wanted a few more of the right local clients.

Balanse is a Toronto accounting firm. Its founder, Eric Grott, wanted to take on a few more clients from local businesses.

Growth Rhino built a list of Toronto health and wellness businesses from Google Maps and emailed them ahead of tax-filing season.

Canada
◇ Snapshot
  1. $300KPipeline sourced
  2. 15Qualified meetings
The brief
Set up an outreach system to win a few more local clients.
Who they needed to reach
Solo owners and small businesses in fitness and wellness, mainly nutritionists and service-based providers.
Market
Toronto, Canada.
Channels
Cold email.
Timeline
Six months, 2024 to 2025.
Before
  • Wanted a few more clients, not a big growth push
  • No outreach system aimed at local businesses
  • No list of health and wellness businesses to approach
  • The busiest season ahead, with room for more clients
After
  • 29 interested replies
  • 15 meetings booked
  • Emails timed to the tax-filing season
  • More interest than the firm could take on
◇ What they had

What Balanse wanted

Balanse wanted to grow by taking on a few more clients. Eric Grott, the founder, asked for an outreach system aimed at local Toronto businesses, mainly in health and wellness.

◇ Plays · Target Account Pipeline

What we ran

  1. 01

    We emailed Toronto wellness businesses found on Google Maps

    We used Google Maps to find health and wellness businesses in Toronto, mainly nutritionists and service-based providers. Then we emailed each one, offering help with their accounting and the tax filing coming up.

◇ Results

What changed

Balanse booked 15 meetings over six months in 2024 and 2025, and all 15 became qualified opportunities. Together they came to about $300K in yearly sourced pipeline.

The 15 meetings came from 29 interested replies from Toronto health and wellness businesses. That was more interest than Eric could handle on his own.

Would a handful of the right clients change your year?

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◇ In their words
"This was an excellent way for us to grow the business during our busiest season."
Eric Grott · CPA, FounderBalanse
◇ If this is you

Start with a Growth Sprint.

Today we run this as Target Account Pipeline, one of five plays in a 90-day Growth Sprint, with something live by day 14 and a ship report every Friday. Book a call and we will tell you which plays we would test first.