IDS Case Study: Using Python to Create Lead Generation Tool

By Keiter CPAs

IDS Case Study: Using Python to Create Lead Generation Tool

What is an example of an innovative lead generation tool?

Data Science can help you achieve your business goals with tailored advice specific to your organization. Learn more about how Keiter Data Solutions solved a similar problem for one of our clients in the below case study.

Challenge and Opportunity

An HVAC brokerage company was seeking an innovative way to increase business development leads and improve success
rates on new business closings.



  • Using Python, our team conducted a web scraping effort to generate a comprehensive list of potential clients for the brokerage company.
  • The customer’s team then conducted outreach to the first 100 companies on that list.
  • We then created a model based on the results of the outreach on that first 100 companies to develop a profile of the exact types of potential clients that would use the brokerage firm.


The HVAC brokerage firm was able to increase its success rate on new business closings by 300 percent and reduce business development outreach man hours.


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About the Author

Keiter CPAs

Keiter CPAs

Keiter CPAs is a certified public accounting firm serving the audittax, accounting and consulting needs of businesses and their owners located in Richmond and across Virginia. We focus on serving emerging growth businesses and companies in the financial servicesconstructionreal estatemanufacturingretail & distribution industries and nonprofits. We also provide business valuations and forensic accounting servicesfamily office services, and inbound international services.

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The information contained within this article is provided for informational purposes only and is current as of the date published. Online readers are advised not to act upon this information without seeking the service of a professional accountant, as this article is not a substitute for obtaining accounting, tax, or financial advice from a professional accountant.


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