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I need 30 completed, 30- to 45-minute Zoom or phone interviews with owners or senior leaders of U.S. CPA firms. The sole focus of these conversations is to explore current and emerging market trends impacting their practices; every participant will receive a summary of findings once the study is finished. Here is what I’m counting on you to handle: • Build a fresh, accurate list of decision-makers—principals, partners, managing directors—at small- to mid-sized CPA firms (no prior list exists on my side). • Craft and run an email-only outreach campaign, including any necessary follow-ups, that persuades them to book time on my calendar. • Coordinate scheduling so that 30 interviews are actually completed within an agreed timeframe; rescheduling and confirmations are part of the brief. Acceptance criteria 1. A spreadsheet with contact details for every prospect approached. 2. Calendar invites for 30 successfully held interviews (not merely scheduled). 3. Basic outreach metrics—opens, replies, conversions—so we know what worked. If you’re comfortable sourcing high-quality leads, writing concise yet compelling email copy, and managing the back-and-forth until meetings take place, let’s get started.
Project ID: 40591793
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Active 7 days ago
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2 freelancers are bidding on average ₹25,000 INR for this job

It sounds like you're looking to conduct 30 in-depth interviews with leaders in CPA firms to gain insights on market trends, and you need a reliable process to secure these conversations. The first step I would take is to develop a targeted list of decision-makers in small to mid-sized CPA firms, ensuring the accuracy and relevance of each contact. Recently, I successfully coordinated 25 interviews for a financial services study, where I not only sourced the leads but also managed the scheduling and follow-ups. How soon do you need these interviews to be completed, and do you have a specific timeframe in mind? — Collen
₹15,000 INR in 7 days
2.3
2.3

Your acceptance criterion is the right one: held, not booked. Anyone can get a busy CPA partner to accept an invite. Getting them to show up is a process problem, and that process is my core work. Background: I ran outbound for US startups and booked 100+ meetings per month with decision-makers, from list building through confirmations. I currently run B2B pipelines and email sequences daily for a German consulting client. How I deliver your 30: List: 400 to 600 verified partners and principals at small and mid-sized US CPA firms, from firm directories, LinkedIn, and state CPA society listings. You keep the spreadsheet regardless of outcome. Outreach: research-study framing, not a sales pitch. CPA partners respond far better to a peer study, with your findings summary as the incentive. Four-touch sequence, warmed sending for deliverability. Held-rate management: confirmation at booking, reminders at 24 hours and 2 hours, instant rebooking of no-shows. This is where 30 booked becomes 30 completed. Reporting: opens, replies, and conversions by email variant, plus a live tracker. Honest timeline: 6 to 8 weeks. I would rather say that now than promise 2 weeks and miss. Ready to start the list today.
₹35,000 INR in 50 days
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Gurugram, India
Member since Jul 19, 2026
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