For commercial law firms, tax advisers, outsourced CFO providers, audit and accounting practices.
Sellora ranks accounts using transactions, ownership change, expansion, funding, reporting, tax and compliance dates, finance hiring, disputes and governance activity.
It finds and enriches CEOs, CFOs, finance directors, general counsel, boards and business owners, with the context to earn the conversation.
Approved calls and emails continue through matter qualification, consultation, professional advice, engagement scoping, proposal and ongoing service until there is a clear outcome.
Your team receives the fit reason, trigger, stakeholder map, full history, recommended agenda and the right material.
Your sales team must find organisations where transactions, ownership change, expansion, funding, reporting, tax and compliance dates, finance hiring, disputes and governance activity create a credible reason to discuss the offer, then locate the relevant CEOs, CFOs, finance directors, general counsel, boards and business owners.
For every account, sellers research the business, ownership, matter, jurisdiction, timing, current advisers, conflict and confidentiality considerations and the decision owner, prepare role-specific calls, emails and content, update records, and keep following up through matter qualification, consultation, professional advice, engagement scoping, proposal and ongoing service. All of it before a single qualified conversation.
Specialist selling time is consumed by data tools, account research, first-touch work, content preparation, CRM administration and routine follow-up.
Task switching across disconnected tools weakens attention, loses context and produces low-fit meetings and missed buying windows. The most expensive people in your revenue engine spend their best hours on work that never needed them.
Sellora does not hand your team a list. It runs prospecting, research, calls, emails and follow-up until a qualified meeting is booked.
Sellora learns your legal, tax, accounting and advisory services, target clients, jurisdictions, professional-marketing, conflict, confidentiality and advice boundaries, then ranks accounts using transactions, ownership change, expansion, funding, reporting, tax and compliance dates, finance hiring, disputes and governance activity.
It finds and enriches CEOs, CFOs, finance directors, general counsel, boards and business owners, and turns the business, ownership, matter, jurisdiction, timing, current advisers, conflict and confidentiality considerations and the decision owner into a relevant, role-specific reason for contact.
It selects the approved call, email or combined sequence, answers supported questions, remembers every interaction and continues through matter qualification, consultation, professional advice, engagement scoping, proposal and ongoing service until there is a clear outcome.
It creates account briefs, presentations, proposals and follow-up material from the research and the conversation. Legal, tax, accounting, conflict, confidentiality and outcome advice stays with authorised professionals. It qualifies fit, interest, purpose and the right next step.
It books the correct meeting and hands your seller the fit reason, the trigger, the stakeholder map, the full history, likely questions and objections, what to say, what not to assume or promise, a recommended agenda and the relevant sales material.
Your seller enters with the customer context, earlier conversations, decision points and customer-specific material already prepared. Human sales takes over where expertise matters: authoritative advice, detailed discovery, professional judgement, strategy, engagement terms, relationships and closing.
Measured, not invented. Baseline before rollout and validate through a controlled pilot.
Results depend on market, data quality, product fit, policy, team process and implementation. No fixed percentage is guaranteed.
For specialist recruitment agencies, temporary staffing firms, executive search, healthcare staffing and sector-focused labour providers.
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For payroll bureaux, HR outsourcers, PEOs, employer-of-record firms and workforce-management providers.
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For contact-centre outsourcing, customer-support providers, finance and accounting outsourcing, virtual-assistant and back-office firms.
Read the use caseStart free and run legal, accounting & tax advisory prospecting, research, calls, and emails using your own contacts today.