“We’re averaging about 1.5 new deals every month thanks to PriceGuide—deals we never would’ve had before.”

The Challenge: Cold Leads and Dead Ends

CSI Accounting had all the traditional sales tactics running—cold calling, emailing, referral networks. But inbound traffic had dried up, and most “leads” coming through the website weren’t really leads at all.

Visitors would grab a nugget of free info from their site, solve their problem, and leave. No real conversations. No serious opportunities.

As one team member put it:

“Before PriceGuide, it was a challenge to reach out to colder marketing leads. They’d find some info on our site, get their answer, and never sit down with us.”

The Turning Point: Adding a Pricing Estimator

Everything changed once CSI Accounting added a PriceGuide estimator to their website.

Instead of anonymous visitors bouncing, prospects now actively filled out a pricing form to see what accounting services would cost. That simple step told the CSI team something crucial:

These people were serious.

“When you see someone filling out a pricing form, that’s a huge buy-in signal. It tells me they’re ready to start making a move—or at least seriously planning ahead.”

The estimator became the bridge between “cold” and “ready to talk.”

How CSI Uses PriceGuide Day-to-Day

• Mandatory step before proposals: Every sales-qualified lead must complete the PriceGuide form before a service agreement is even discussed. This ensures transparency and accountability from both sides.

• Better conversations: Discovery calls now start with context. Prospects already understand pricing ranges, so conversations are more productive and objections are lower.

• Faster follow-up = higher conversion: CSI found that calling prospects within 5 minutes of using the estimator not only impressed them but also dramatically boosted conversion.

The Results

• 1.5 new closed opportunities every month directly tied to the pricing estimator.

• CSI’s biggest deal in the last two years can be traced back to the estimator.

• Around 10 extra deals in just 9 months—representing 1/6th of total business closed that year.

• Stronger credibility and trust in an industry where pricing transparency is rare.

“The fact that we’re one of the few accounting firms putting our pricing out there—it builds massive trust and credibility.”

Why It Works

Priceguide didn’t just give CSI Accounting more leads. It gave them:

• Signals of buyer intent—knowing exactly who’s serious.

• Better conversations—focused on value, not price objections.

• Time saved—no more chasing unqualified leads.

• A reputation boost—prospects see transparency as a sign of professionalism and integrity.

Final Word from CSI Accounting & Payroll

“This model has been a game changer. Transparency gets people comfortable, it makes conversations easier, and it’s directly responsible for closing deals we would’ve missed. PriceGuide is an incredibly effective tool for us.”

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