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HubSync

LevelUp Leads ran full-service targeted sales development campaigns for HubSync, focusing on connecting with multiple contacts within each account. We used a mix of Email, LinkedIn, and Cold Calling to build pipeline and schedule more qualified meetings.
22

Meetings

425

Conversations

132%

KPI Performance

Website:

hubsync.com

Industry:

Tax & Accounting Technology

Type:

CPA Firm Automation

About
the Company:

HubSync is a tax & accounting technology platform founded by a team of veteran professionals who are passionate about modernizing accounting technology. Frustrated with the limitations of traditional tax & accounting preparation systems, the HubSync team has reimagined the experience from the “outside in” for clients and the “inside out” to dramatically improve CPA productivity.

By automating the entire process from beginning to end, HubSync eliminates the need for manual input and outdated systems. The platform dynamically brings all your work to your fingertips in one fully customized view, providing a single place for everything you need. It is designed to be fully customizable to suit your firm’s unique needs.

Client’s challenges:

  • Establishing New Firm Connections
  • Assistance in Expanding Pipeline
  • Lack of Dedicated SDR Support
  • Identifying Prospects that Fit ICP
  • Generating Steady Flow of Qualified
    Appointments

How it worked:

Our partnership with HubSync didn’t exactly start off with fireworks, but it was expected. The biggest hurdle we faced was getting through to actual decision-makers. What really made a difference was the genuine teamwork we formed with the HubSync team. Our SDR didn’t just report back – she shared real obstacles she was facing, from being brushed off to learning which titles prospects were suggesting we talk to instead.

The increase in meetings booked was spurred by using those referrals and connecting with multiple people in the tax departments at each firm we were targeting. This approach has been crazy effective—in just a little over two months we locked in 22 meetings, nearly hitting the client’s original three-month goal of 25.

Results:

LevelUp Leads scheduled roughly 10 meetings monthly through the Cold Calling campaign which slightly surpassed the expectations the client set at the start of our engagement.

22
Meetings
10
Meetings Monthly
17,383
Dials
1,293
Connects
425
Conversations

22 Meetings from 425 Conversations

5.18%
Meeting Rate
132%
KPI
Performance
Brian Groves
Brian GrovesBrian Groves VP of Marketing / Independent Consultant
LevelUp is a reliable, involved, and thoughtful partner in the lead generation process. They ask detailed questions about the target audience and the goals of each campaign and then fine-tune the process to achieve the desired results (target audience research, campaign planning, creating name recognition, awareness, impressions, and leads). I not only recommend the LevelUp team - I have hired them twice (once in 2018, and again in 2022).
Amir Reiter
Amir ReiterCEO, CloudTask
I wanted to see what the quality was like and after reviewing a short sample list and comparing the data, it’s clear that human validated leads are the best option. The LevelUp team built out a custom contact list and also added in custom fields we had asked for. They were professional and I’ve actually already given them some referrals myself.
Ryan Abramson
Ryan AbramsonVP of Sales, TryNow
Data and leads are a mission critical element of our business and having someone we trust like John and his team is invaluable. What I love most is how communicative and open to feedback he is. All around great service.
Sean Barbera
Sean BarberaMarketing Director, Navigator Business Solutions
LevelUpLeads has allowed us to enhance our outbound marketing efforts by providing curated contact lists and layering efficient email outreach into our demand-generation programs. As a result, we have been able to broaden our reach and amplify our activity without the need to increase our team size.
Uli Dendy
Uli DendyCEO, TrueLanguage
TrueLanguage has been working with John Karsant of LevelUpLeads since early 2021. Since that time, John has collaborated closely with us to assist us with our business development efforts. He has been wonderfully proactive in his continuous evaluation of our processes and in the implementation of improvements to those processes. He has been most pleasant to work with and has continually demonstrated his readiness to go above and beyond. We recommend him for anyone who is looking to take their business development efforts to the next level.
Heather Ballachey
Heather BallacheyDirector of Marketing, Exponent Partners
The team at LevelUp Leads reached out at a time when we were trying to increase our marketing database with a very specific and niche target audience. I have found them to be highly professional, great communicators, and they always deliver on time.
Chris Sparks
Chris SparksFounder and CEO, The Forcing Function
The LevelUp Leads team does top quality work. They saved me time and took the weight off my shoulders by finding and validating all the leads my team needed.
Matthew Ramsey
Matthew RamseyPresident, Terralogic Solutions
“LevelUp Leads' project management is excellent. They are well-versed in working on short timelines, overcoming obstacles, and aligning with our company culture. They are personable, committed, available, and communicative, making them an invaluable partner in our growth strategy.”

Success with
LevelUp Leads

LevelUp Leads acts as an extended part of your team to run outbound Email, LinkedIn or Cold Call campaigns to generate new opportunities for you. We do the hard part, you just need to move the interested leads through your sales process.

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