HISTORICAL CLIENT STORYWrightCFO — historical client case study

WrightCFO

WrightCFO and Newson: the original financial / management consultant business challenge, service approach and historical reported outcome.

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Product/Services
Part time CFO Consultancy
Location
London
Team at the time
3 Employees
Service Plan purchased
Done for you appointment booking

Company details and outcomes reflect the original historical case study, not a current endorsement or guaranteed result.

HISTORICAL · SOURCE-REPORTED RESULTS
240+Meetings reportedOver 12 months
20Meetings per monthSource-reported average

Reported in the original Newson case study. Not independently verified and not a guarantee of future performance.

THE CLIENT STORY

About the company:

WrightCFO are more than a bookkeeper or your accountant. They look at your business as a whole and provide the financial insight to help you manage it better. Moreover, they work in partnership with you and your finance team to make your business more profitable. In turn this will help you achieve your long-term goals and keep – or regain – financial control.

THE CLIENT STORY

Their Painpoint:

WrightCFO was a 2 man band with limited time and bandwidth to dedicate to sales and new business development. WrightCFO wanted more scheduled appointments with interested prospects for their service.

THE CLIENT STORY

Our Solution:

We provided a fully managed appointment booking service under the Done for you Startup service tier, focusing on their ideal client profile of 1-50 size companies, based locally around Central London and Kent.

THE CLIENT STORY

The Results:

In 12 months we generated over 240 meetings for their service with their ideal clients which amounted to 20 meetings per month.

Historical narrative retained from Newson’s original website. Figures have not been independently verified; past results do not guarantee future performance.