11 qualified, attended calls booked in the first 90 days
3 became retainer clients, worth $21,500 in monthly recurring revenue
Verified by CRM export
Mark Ellison, Managing Partner, Ellison CFO Group, Dallas, TX
Case Studies
Real Practices. Real Calls. Numbers We Can Put on a Screenshare.
Every result on this page is specific, attributed, and backed by a CRM export or call recording. If we cannot prove it, it is not here.
Proof Positioning
One Case We Can Prove Beats Ten Testimonials We Cannot.
What every case on this page counts
- 01Qualified, attended discovery calls, measured against the written standard. Every call counted met all five conditions.
- 02Retainers signed from those calls, and their monthly recurring value.
- 03The share of new work from the top two referral sources, before and after.
38practices served
460qualified calls booked
$7,600average monthly retainer signed
Case Study Grid
Practices That Stopped Waiting on the Next Introduction
8 qualified, attended calls booked in the first 90 days
2 became retainer clients, worth $12,000 in monthly recurring revenue
Verified by call recordings
Rachel Moore, Founder, Summit Ledger Advisory, Denver, CO
14 qualified, attended calls booked in the first 90 days
4 became retainer clients, worth $34,000 in monthly recurring revenue
Verified by CRM export
David Chen, Principal, Northpoint Advisory, Atlanta, GA
- Starting point
Ellison CFO Group, Dallas. Two partners serving construction firms, retainers of $6K to $10K per month. 80% of the last twelve months came from two sources: one CPA firm and one commercial banker.
- Weeks 1 to 2
Voice guides for both partners. A referral-partner map of 40 CPA firms, commercial lenders, and construction attorneys across Dallas-Fort Worth. Qualified-call standard set to a $5K retainer minimum.
- Weeks 3 to 6
Outbound and partner outreach went live. First 4 calls landed, all 4 met the standard.
- Weeks 7 to 12
Messaging rewritten around job-costing and retainage cash-flow pain. A day-10 follow-up added where owners went quiet. 7 more qualified calls.
- Result
11 qualified, attended calls in 90 days. 3 retainers signed, worth $21,500 in monthly recurring revenue. Top-two source share down from 80% to 45% of new work.
- Verified by
CRM export
"We went from waiting on two phone calls to choosing which owners we wanted to work with. The first quote I held at full rate came from a call Retained booked."
Before and After
From Flood or Drought to a Calendar You Can Plan Around
Before
After
Two relationships carry the practice
Two channels, neither can leave
The month is a flood or a drought
Qualified calls on the calendar every month
Tuesday spent rewriting LinkedIn messages
Yours is the half hour on the call
Quoting like you cannot lose the next call
Quoting with other calls already booked
No idea what outreach produced
Two numbers every week
Top-two source share80%
Top-two source share45%
Last row from the featured case, Ellison CFO Group.
Testimonials
What It Feels Like When the Next Client Is Not a Favor
My best referral partner retired in March. A year ago that would have been a crisis. This time the calendar did not notice.
I turned down a client for the first time in four years. It felt strange. It also felt like running a real firm.
I approved every message before it went out. Not one of them sounded like an agency wrote it.
Free, 30 minutes
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