How LedgerLab found 40 small-business clients in a single quarter
LedgerLab
with Leadiy
40
clients in one quarter
5x
faster list building
31%
reply rate
18 mo
avg. client tenure
LedgerLab keeps the books for restaurants, salons and trades that would rather not think about accounting. Growth had always meant waiting for referrals. Leadiy let the firm reach the businesses that needed it, when they needed it.
LedgerLab built its reputation on being the friendly, jargon-free option for owners who dread tax season. Referrals were kind but slow, and the firm wanted to grow deliberately.
It needed a way to reach local businesses at the moments they feel accounting pain most.
“We finally control our own growth instead of waiting for the phone to ring. And because the outreach sounds like us - human, no jargon - people actually write back.â€
Sofia Reyes
Founder, LedgerLab
Growth stuck at the speed of word-of-mouth
New clients trickled in through referrals with no way to accelerate them. The owners LedgerLab served best were exactly the ones too busy to go looking for a bookkeeper.
Reach the right owners at the right time
LedgerLab used Business Explorer to build lists of local businesses by type, organized them in Lead Lists, and used AI Outreach to send warm, plain-English messages that acknowledged how overwhelming the books can get.
Every conversation lived in Contact Center, so nothing slipped and follow-up felt personal.
Growth on purpose
The firm signed 40 new clients in a quarter and built prospect lists five times faster than its old manual method.
Because outreach spoke to a real pain point, replies came warm - and clients stuck around an average of 18 months.
Leadiy features LedgerLab relies on
Business Explorer
Built local target lists by business type.
Lead Lists
Organized and prioritized every prospect.
Contact Center
Kept every conversation personal and on-track.
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