Professional Services - SR&ED and Government Funding Advisory

How a specialized advisory firm helping Canadian businesses access SR&ED tax credits and other government funding programs uses Leadnexa AI Agents to reach more innovation-focused clients.

Challenges

• Complex, niche service that requires reaching CFOs, controllers and technical leaders instead of general contacts.
• Existing referrals and word-of-mouth were strong but not sufficient to support growth targets.
• Building and maintaining accurate lists of eligible, innovation-focused companies consumed valuable team time.

How Leadnexa Helped

• Configured AI Agents to identify Canadian companies likely to be eligible for SR&ED and other funding programs based on industry, size and activity signals.
• Created messaging that clearly explains the value of professional SR&ED and funding support to both financial and technical stakeholders.
• AI Agents handled outbound research, outreach and follow-ups, surfacing only interested and qualified contacts for consultations.

Results

• More consistent flow of consultations with innovation-driven businesses that fit the firm's ideal client profile.
• Internal team spent less time on manual prospecting and more time on advisory work and claim delivery.
• Outbound efforts aligned closely with the firm's reputation as a trusted, audit-ready government funding advisor.