Reviews

Review Details

• Review fromJami C

  Date: 12/09/2024

  After trying a few different avenues to bring in more quality clients, I saw an ad for Client Matchmaking. I am not a marketing guru and realized that I needed some "done-for-you" assistance. I spoke with Client Matchmaking and it sounded like a great fit - they take care of all the heavy lifting on the tech, campaigns and outreach. Client Matchmaking has been wonderful to work with. Everyone I've interacted with from Client Matchmaking has been friendly, professional and ready to assist me. Over the past five months, their comprehensive marketing approach brought in several qualified leads to my practice. Julianna's wide range of sales training and resources significantly improved my sales confidence and conversion rates as well as my pricing structure. They have truly functioned as my marketing team and I highly recommend Client Matchmaking for their hard work and results-driven approach.

• Review fromBrian H

  Date: 12/05/2024

  I have been using them for a year and a half now and have found success. At first there was turnover but that has calmed down, but I always get my feedback from the staff and I provide my feedback to them on the clients that come in. It has been a healthy relationship. I also understand that it is hard to get leads in the accounting industry so I have had to be patient as the marketing brought in new clients. 3 to 4 leads per month is what I average for my area, which is good considering I only get about one referral per month outside of tax season. The team is also always good about communicating what is going on and how they are going to follow up with the clients. Overall I am quite satisfied with the work that is being completed on my behalf and all the additional help the company provides for my other lead generating activities; they set all my appointments for me from those leads, it is great. If you have the chance to work with them it will be worth it in the long run.

• Review fromBill D

  Date: 11/18/2024

  Client Matchmaking has been a valuable asset to our business over the past 6 months. They have a well-rounded approach to marketing and have truly excelled in several key areas. Pros: Comprehensive marketing approach: They implemented a multi-faceted strategy that included sales training, a cold email campaign, LinkedIn outreach, and more. This demonstrated a commitment to exploring various avenues to achieve our goals. Excellent sales training: The sales training provided by Julianna was top-notch and significantly improved our team's skills and confidence. We saw a noticeable increase in our sales conversion rates after implementing the techniques they taught us. Increased website traffic: Their efforts led to an increased in website traffic within the first few months. Strong communication and responsiveness: The team, especially Staci, was always available to answer questions and provide updates, ensuring we felt supported throughout the process. Staci would even answer emails on the weekend! Professional and dedicated: We were consistently impressed by their professionalism, dedication, and commitment to our success. While we saw positive results in lead generation, we're always looking for ways to generate even more high-quality leads and continue growing our business. We're confident that by collaborating closely with the team, we can further refine our strategies and achieve even greater success in this area. Overall, we highly recommend Client Matchmaking. They are a dedicated and professional team that delivers excellent service across a wide range of marketing activities. They have significantly improved our online presence and strengthened our sales team's skills. You would be hard pressed to find another company that will work as hard for you as they do.

• Review fromJeffery D

  Date: 09/10/2024

  Client Matchmaking has truly been a game-changer for my business, especially after the pandemic hit. Our revenues took a significant hit, and I realized that not only were we losing clients, but we were also undercharging for the services we provided. We were on a downward spiral, and I knew something had to change quickly. I had some cash on hand from pandemic relief loans and faced a tough decision: invest in marketing to try and save the business or prepare to close shop in a few years. The usual word-of-mouth referrals were bringing in low-revenue clients, and it wasn’t enough to sustain us. That’s when I found Client Matchmaking, and they’ve been a vital partner ever since. What stood out immediately was the quality of the leads they brought in. Rather than casting a wide net and hoping for the best, Client Matchmaking uses their expertise to generate high-quality referrals, which has been much more effective than mass marketing strategies. Their team is highly professional, and they’ve helped us target the right kinds of clients—ones that are a perfect fit for our services. The results have been incredible. In 2022 alone, our revenue increased by 78%, and I can confidently say that Client Matchmaking was the primary driver behind that growth. We were able to raise our rates, hire additional staff, and most importantly, get out of the revenue decline we were stuck in. I was initially scared to make the investment, but the results speak for themselves. Our conversion rate is around 1 in 3, which is beyond what I could have expected. Client Matchmaking has proven to be a crucial component of our recovery and ongoing success. If you're looking to grow your firm and bring in high-quality clients, I highly recommend giving Client Matchmaking a try. They've truly transformed our business, and I'm excited about what the future holds.

• Review fromJudy D

  Date: 08/26/2024

  "Client Matchmaking has been a game-changer for our firm." I’ve been tracking our leads and new revenue sources, and it’s clear that Client Matchmaking has had a significant impact on our business. Since we started working with them, a consistent 43-45% of our new clients and revenue have come directly from their LinkedIn campaign efforts. This is truly remarkable! Our journey with Client Matchmaking began in 2020, just before the onset of COVID-19, which was a challenging time for us. We had just lost three of our largest clients due to circumstances beyond our control, and I was concerned about having to downsize our team. That’s when Ben from Client Matchmaking reached out to me. After several messages on LinkedIn, I decided to give them a try, and I’ve never looked back. Before working with Client Matchmaking, I dabbled in marketing myself, using LinkedIn automation tools. However, I quickly realized that marketing wasn’t my area of expertise, nor did I enjoy it. Entrusting this task to the professionals at Client Matchmaking was one of the best decisions I’ve made. They’ve taken the burden off my shoulders, allowing me to focus on what I do best—serving my clients. The results have been outstanding. Within just a couple of months, we started seeing new clients coming in, and that success has been consistent over the years. What I appreciate most is their thorough follow-up process. They handle the initial calls, gather the necessary information, and even check in with me to see if I want to pursue certain leads further. This level of detail and dedication has made a significant difference in our client acquisition strategy. I highly recommend Client Matchmaking to any firm looking to grow their client base and revenue. Their expertise, consistent results, and excellent customer service make them a valuable partner in our continued success.

• Review fromRobert L

  Date: 06/15/2024

  Poorly managed company. They cannot deliver what they promise. Their funnel process is completely useless. They go through the actions but don't get you real leads. The support team is slow to respond. They cancel their sales meeting and marketing meetings regularly. Avoid at all costs.