The Whetstone Group, Inc. -- Cost Segregation Lead Generation

You've made a significant investment in order to provide cost segregation studies for your clients. Either by investing in your staff training or building relationships with outsourced providers, your firm has spent substantial money and time to improve your service and delivery of cost segregation studies. But finding the time to track down qualified leads and build relationships with new prospects for the service can prove difficult. That's why firms like yours turn to Whetstone for a risk-free way to obtain cost segregation study leads.

Benefits:

Maximizes ROI on sales and marketing activities because these activities are:
- Focused on your appropriate target market;
- Geared towards having conversations with decision makers; and
- Aligned with your business objectives.
Reduces your risk in business development investment because you only pay for qualified leads.
Easy to implement - all your firm has to do is provide the sales people to make the sales calls and then work the sales cycle. Whetstone will handle the rest.
This process reduces the amount of time your professionals spend trying to generate appointments.
Our callers have years of experience getting through the gatekeepers and having needs-oriented conversations with business owners about the business issues that lead to a face-to-face appointment.
You'll obtain ongoing growth results because sales and marketing activities are implemented with the guidance of marketing consultants who are familiar with best practices and know what works and what doesn't within a CPA firm environment.
The letter sent on your behalf warms the prospects with proven cost seg language; even if no appointment is set, your firm's brand awareness is increased because of the letter.

How it works:

Your firm contracts with Whetstone to purchase leads for a specific territory (can be an entire state(s) or group of counties). Once contracted, you will have exclusive rights to all leads generated in this territory.

Whetstone will access information about new construction projects that meet your criteria. After the list of prospects is developed, our team will call each lead and gather information to determine who is the owner of the property. We'll then mail a letter on your letterhead, approved by you, about cost seg to the identified contacts. One week after the letter goes out, our lead generation team will call the leads and attempt to set face-to-face appointments for you to meet with the prospects.

As appointments are set, Whetstone emails you the time, date of the appointment and any notes the lead generation representatives took during the conversation. From there, you meet with the prospects and work the sales cycle.

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