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PROFESSIONAL SERVICES 2-YR ENGAGEMENT

Doubled PCO Bookkeepers growth two years in a row

A pest and lawn-care specialist accounting firm doubled annual revenue two years running. They generated 300+ MQLs a month and doubled market share with Salesforce CRM and video nurture.

CLIENT
PCO Bookkeepers
ENGAGEMENT
Strategy, CRM, and lead gen partner
TIMELINE
2021 - 2022 (2 years)
RESULTS VERIFIED IN SALESFORCE PIPELINE
PCO Bookkeepers case study hero
1 / 5 SALESFORCE PIPELINE DASHBOARD, 2022
CLIENT SNAPSHOT
FOUNDED Industry-specialist firm
SECTOR Pest and lawn-care accounting, M&A
HQ United States
PLATFORM Salesforce CRM
STACK Salesforce, video, email, content
RECOGNITION Niche industry leader
BACKGROUND

A specialist accounting firm for pest and lawn-care companies

PCO Bookkeepers is an industry-specialist accounting firm for pest management and lawn-care companies. They serve more than 200 firms nationwide with retainer bookkeeping, accounting, and tax advisory.

The firm also runs PCO M&A Specialists. That gave them a strong dual-service story but a marketing engine that could not keep up with the range of buyers they served.

CHALLENGE

Flat sales, thin CRM, part-time marketing

GROWTH

Flat annual sales

Revenue stayed level despite content, events, and thought leadership.

CRM

Thin CRM

No central CRM meant leaks between marketing, sales, and follow-up.

OPS

Part-time marketing

A part-time setup meant scattered campaigns and no clear returns.

APPROACH

Salesforce CRM, video education, multi-stage nurture

Database refinement

A cleaner list of 6,000 ideal-fit targets grounded every campaign.

Salesforce migration

A centralized CRM with automation workflows across marketing and sales.

Awareness and nurture

A multi-stage funnel that educated buyers at every step.

Educational videos

Twelve short videos scaled buyer education across the funnel.

M&A campaign

The dormant M&A division activated with its own targeted program.

Reporting cadence

A monthly report tied every campaign back to booked deals.

RESULTS

100% YoY growth two years running, 300+ MQLs a month

Headline: revenue doubled two years running, 300+ MQLs a month, and market share 2x across the program window.

100%
YOY GROWTH

Annual revenue doubled two years in a row across the program window.

300+
MQLS/MONTH

Marketing-qualified leads landed 300+ a month, on a steady cadence.

2x
MARKET SHARE

Market share doubled inside the niche and lifted average deal size.

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