The secret to R&D tax claim lead generation

The secret to R&D tax claim lead generation

Our R&D tax claim lead generation services are simple but effective.

With so much local and national competition for your services, it’s important to cover as many bases as possible when it comes to lead generation.

The most common way we have helped R&D claims companies is through email marketing.

It generated the best results in the shortest amount of time.

Here’s what we have done, feel free to replicate it if you want.

1. Database clean up

Whatever data you plan to use for the campaign, ensure it’s in good shape.

The clients we have worked with bought data from us, which is clean, accurate and well-formatted.

If you are using your own, that’s how you want it to be.

We have articles on the best way to format your database elsewhere on our blog.

2. Supply data from our R&D Tax Claim Lead Generation Databases

All our R&D suppliers have bought data for their campaigns up to this point.

By identifying their ICP (Ideal Customer Profile), we supplied them with several thousand ready-to-go records that match exactly whom they like to target.

In most instances, we looked that their high-ticket opportunities first giving heir spend the biggest chance of generating a significant ROI.

We work with the UK’s leading data aggregator, which takes the best parts of the top five data houses to compile their master file of 3.25 million records, which we then supply.

Our team work with yours to supply you with a totally bespoke file of prospects from sectors like manufacturing, technology, pharma, software etc.

All the companies listed on the R&D tax claim lead generation databases we supply will employ more than 10 staff and turnover more than £750k.


So, you have your data, be it your own, bought or a combination of the two, what next?

3. Platform

Choosing the right platform is key from a usability standpoint but also from a data standpoint.

Make sure your platform will accept whatever data you are choosing to use and is easy to use.

4. Subject line

There are two schools of thought when it comes to the subject line.

One – tell the recipient what they are going to see in the email.

This gives you a truer, but lower open rate

Two- be ambiguous or a little bit left field

These subject lines work a treat. They make the recipient want to look to see what might be going on.

5. Follow up (a big part of the R&D Tax Claim Lead Generation process)

This is the most important part if you want your campaign to succeed quickly.

The email campaigns we send have a great call to action (CTA), with our main goal being to generate clients’ inbound leads.

However, if you want quick wins and to engage these recipients now, check out the open and click analysis and get on the phone with them now, while they still have you in mind.

Email marketing works well because you can cost-effectively stay in front of the recipient over a period, but sometimes they just need that bit more encouragement to engage.

Our email platform provides our R&D clients with the ability to log in and see the campaign stats as they happen.

This gives them the ability to follow up live and capture prospects’ attention when they still have you in mind.

Contact us for more information on how we can generate new business leads for your R&D claims services.
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