Tax Strategy Consulting

Where They Were

  • $100K/month in revenue
  • Three-tier offer: $5K down-sell, $16K flagship, $30K upsell
  • 254 dials for the entire month of June 2025
  • 33-day average lag from lead coming in to lead closing
  • Leads sitting in the CRM going cold — many never contacted at all

What We Did

  • Rebuilt outreach operation around one rule: every lead with a phone number gets dialed
  • Built infrastructure to dial at volume — no-shows, cold leads, opted-in but never contacted
  • Built routing and lead nurturing systems to automate the majority of the process
  • Cut lag time from lead-in to first contact as the primary performance metric
  • Brought on 2 more closers and 2 setters to better handle the existing lead volume
  • No extra Ad Spend!!

Results

  • June 2025 (before Netrevenue): $100K / 254 dials / 33-day lag
  • November 2025 (with Netrevenue): $1.13M+CC / 8,900 dials / 9-day sales cycle
  • 35x the dial volume
  • 10x the revenue
  • 0x ad spend
  • Same offer, same price points 
  • Now have been able to raise the prices & scale marketing