01Work
Meridian Bench Accounting
CPA and advisory. Sells to owner-managed companies. Toronto and the GTA.
- What changed
- Inbound matters with a year-end date attached
- Sells to
- Owner-managed companies
- Industry
- CPA and advisory
- Region
- Toronto and the GTA
First conversation formFields that changed the call
Revenue rangeRequired
Year-end monthRequired
IndustryEight options
Current accountantOptional
Sample board produced by Corvanta
02Situation
Where it started.
Referrals only. The site looked like 2014. The partners did not want content marketing and said so in the first meeting.
What we made
- Eight industry pages: construction, clinics, logistics, manufacturers and four more the partners already serve.
- A monthly note the partners are willing to forward, which was the only real test.
- A first-conversation form that asks revenue range and year-end, so the intake call starts in the right place.
How AI was used
AI produced the first draft of every industry page and every monthly note from the partners’ own memos and answers. A partner reads each note before it goes out. Nothing publishes on a schedule alone.
“The emails sound like us. That was the whole test.”
Priya Nair
Partner
Meridian Bench Accounting