Objectives

USTAXFS engaged our appointment-setting service to navigate the complexity of their offerings. They prioritised quality leads over quantity when booking meetings. Pipeline was contracted to identify and reach out to key prospects with relevant funds.

Results

The USTAXFS client would travel to numerous cities, such as London, Tallinn, Munich, and Stockholm, for outreach campaigns and we ensured appointments were secured before arrival. The qualified prospects Pipeline arranged meetings with included CFOs, Managing Partners, Heads of Tax, or Investment Managers of leading European-based Private Equity or Venture Capital funds with US connections or intentions to acquire US LP investors.

The initial meetings already showed great promise and this continued throughout the engagement, leading to a 2 month extension of the project, this being Pipeline’s first contract renewal as an emerging company.

USTAXFS was very pleased with his experience of our sales development offering and thus offered to be a referral for new potential clients.

Insights

This complex project required exceptional diligence and thorough research on each prospect. Open communication and high standards were essential for success. Despite the niche and technical nature of the work, we achieved tangible results in just three months and established a lasting relationship with the client.

Outreach was highly tailored, necessitating substantial preparation. Knowing each prospect's previous interactions with USTAXFS was crucial for effective re-engagement, especially given their demanding schedules.