CCIG Group

BACKGROUND

Please describe your company and position.

I am a lawyer at Follow Tax&Accounting

Describe what your company does in a single sentence.

Follow Tax&Accounting is a boutique accounting office specializing in modern accounting consulting for sole proprietorships and small and medium-sized companies across the European Union.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire CCIG Group to accomplish?

• Handle first contact with new leads generated through website and digital ads campaigns.
• Maintain communication with leads through follow-ups and chat support.
• Present Follow Tax&Accounting’s services in a compelling and clear manner.
• Qualify potential clients and ensure they understand our pricing and timelines.
• Transfer qualified leads to our experts for final consultation and sale.

SOLUTION

How did you find CCIG Group?

Online Search

Why did you select CCIG Group over others?

• High ratings
• Good value for cost
• Company values aligned

How many teammates from CCIG Group were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

CCIG Group managed approx. 1000 hours of sales support per month, engaging with 2000–3000 monthly leads. Their team was responsible for initial outreach by phone, email and chat conducting discovery conversations to understand client needs, explaining our service offering, and ensuring clarity around pricing and timelines. CCIG Group also provided IT support: delivered integration with our CRM and implemented a live chat solution on our website and provided daily operation of it. Key deliverables included: setup and ongoing management of live chat, creation of sales scripts and response protocols, CRM updates with interaction summaries (e.g. call logs, lead status), lead handover / appointment scheduling for accounting and tax consultations, performance and activity reports / KPIs tracking (contact rate, qualification rate, chat response time).

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

Over 8000 leads processed over four months
53% of contacted leads were successfully qualified
8% of qualified leads converted to clients
Reduced average response time for new inquiries from 12 hours to under 2 hours

Describe their project management. Did they deliver items on time? How did they respond to your needs?

CCIG Group assigned a dedicated Project Manager who acted as our main point of contact, coordinating all daily operations. A Team Leader supervised the sales consultants, monitored performance metrics, and handled quality assurance. Regular status meetings were conducted to review KPIs, address any issues, and implement improvements. Respond to feedback was usually within 24 hours. 

What was your primary form of communication with CCIG Group?

• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

What stood out most was the flexibility and scalability of CCIG Group’s services. They quickly adapted the number of consultants assigned to our project based on weekly lead volume, ensuring consistent response time. Midway through the project, they efficiently added support in English and German to accommodate our growing international client base, without requiring any downtime.

Are there any areas for improvement or something CCIG Group could have done differently?

Overall, the collaboration went smoothly and met our expectations. The CRM integration and live chat operated effectively, and the CCIG team responded in a timely and professional manner.