Case studies/Consulting

An innovation financing firm: 5 signed contracts per month

An SMB that files patents does R&D, and rarely claims all its expenses under the research tax credit.

Signed contractsFrance12 employees5th-month results
45,000 €in signed revenue per month
5signed contracts every month
24meetings held per month

The starting point

The two partners were selling and filing applications at the same time. When one signed a contract, the other fell behind on submissions.

Campaigns launched

Competitors' customers
SMBs that file their research tax credit with a competitor’s firm

We find them in client testimonials published by competing firms. We offer to review their last filing: what they missed can often be recovered.

Clear signal
SMBs with a patent published in the last three years

We find them in public patent databases. We call the founder and the technical director: their R&D expenses often exceed what they claim.

Complementary products
Subscribers to intellectual property firms

Founders and inventors of SMBs who follow these firms on LinkedIn. We send them a short guide on R&D expenses that companies often forget to claim.

What made the difference

  • An SMB already using a firm has accepted the idea: reviewing their last filing shows them what they missed.
  • On the phone, the founder discovers expenses they hadn’t claimed: the meeting gets booked right away.

Your role

Signed contracts: our account executives run meetings all the way to the signature. The client approves each proposal and signs.Check eligibility, sign engagement letters, then file applications without falling behind on submissions.

Channels

EmailLinkedInPhone

The team

  • DanielleStrategist
  • SamuelData engineer
  • TomaszInfrastructure manager
  • JakeAppointment setter
  • RyanAccount executive
  • PriyaAccount executive

Results achieved by the founding team. Name and logo modified to protect client confidentiality.

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