The Challenge
Felix + Co Accounting wanted to grow beyond referrals and attract high-value clients across small businesses, property development and construction. Like many accounting firms, they needed a predictable, scalable client acquisition system, not just leads, but booked consultations with qualified prospects.
The challenge? Cold leads in professional services are notoriously hard to close. Prospects aren't actively searching for a new accountant. You need to interrupt them, build trust, and give them a compelling reason to book.
The Strategy
We deployed our Closed Loop Growth System, a full-funnel paid media strategy that tracks every dollar from ad click to signed client.
Phase 1: Targeted Acquisition
We targeted small businesses, property developers and construction companies through Meta Ads, audiences with high lifetime value and strong demand for advisory-level accounting.
The creative strategy focused on pre-selling the value of proactive financial guidance, positioning Felix + Co as specialists who understand the unique challenges these businesses face.
In the first month alone, we generated 40 booked consultations from 55 leads at a cost per booked call of just $91.23, well exceeding the minimum of 12 booked consultations we promised.
Phase 2: Automated Booking
Rather than sending leads to a generic contact form, every qualified prospect was booked directly into Felix + Co's calendar. This eliminated the back-and-forth that kills conversion rates and ensured every consultation was with a genuine prospect.
Phase 3: Sales Process Optimisation
Initially, Felix + Co experienced some struggles closing cold leads, a common challenge for firms transitioning from referral-based growth. We worked closely with their team to fine-tune the sales process, coaching on how to handle cold prospects differently to warm referrals.
The result? Their close rate climbed as high as 22% in peak months, exceptional for cold-traffic accounting leads.
Phase 4: Offer & Pricing Strategy
With the close rate rising, we're now actively working with Felix + Co on their pricing strategy. On average, accountants we work with close annual advisory/CFO engagements anywhere from $4,500 to $20,000 in annual revenue. The goal is to increase pricing as conversion rates improve, generating higher revenue with fewer clients.
The Results
| Metric | Result |
|---|---|
| Total Leads | 560 |
| Booked Consultations | 330 |
| Clients Won | 44 |
| Ad Spend | $27,492.99 |
| Cost Per Lead | $49.09 |
| Cost Per Booked Call | $83.31 |
| Cost Per Client | $624.84 |
| Close Rate | 13.3% (up to 22% peak) |
| Avg Client Value | $5,087.27 |
| Revenue Won | $223,840 |
| ROAS | 8.1x |
| Opportunity Value | $1,365,130 |
| Est. 3-Year LTV | $671,520 |
| Lifetime ROI | 24.4x |
The Bigger Picture
With $27,492 in ad spend generating an estimated $671,520 in 3-year lifetime value, Felix + Co are essentially spending an average of $624 per client who will generate close to $15,000 each over the relationship.
As we continue to optimise their close rate and increase their pricing for advisory/CFO engagements, the unit economics only get stronger. This is the power of a Closed Loop Growth System. You don't just generate leads, you build a predictable, scalable client acquisition engine where every dollar is tracked and optimised.
"Pixel Rush have done a great job in generating leads for our business, and the service has been excellent!"
Anthony, Felix + Co Accounting