XonBoard
50+ clients started using XonBoard within three months.
Get onboarding done in five minutes.
50+
Clients started using XonBoard
3 months
To achieve the result
The Challenge
XonBoard needed a consistent way to reach accountants and bookkeepers who could benefit from the platform. The focus was on creating qualified conversations rather than trying to sell the entire product on a cold call.
Incomplete information
Documents going back and forth
Payroll onboarding complexity
Time spent chasing clients
Administrative headaches
What We Did
The role was focused specifically on appointment setting.
01
Built targeted prospect lists
02
Researched accountants and bookkeeping firms
03
Cold called prospects
04
Qualified interest
05
Booked demos
06
Followed up with interested prospects
07
Focused conversations around real onboarding problems
The Process
Research→Cold Call→Qualify→Book Demo
The Results
50+
Clients started using XonBoard
3
To achieve the result
The Outcome
The outbound campaign created a direct acquisition channel for XonBoard. Instead of waiting for accountants to discover the product, XonBoard had a repeatable way of getting it directly in front of them.