Overview

A performance-based R&D tax credit firm needed conversations with owners who don’t know they qualify.

Celestic delivered 22 qualified leads across 12 US states — 10 of them from CEOs, Presidents, Owners and Principals — and 22 of the 23 replies passed qualification.

Results

  • 22 qualified leads from manufacturers, builders, engineering and energy firms.

  • 10 signed by a CEO, President, Owner, Principal or co-founder.

  • 55% asked for a call in their first reply.

  • Qualified leads in 10 of 11 months.

What the replies looked like

President

Industrial equipment manufacturer, USA

Qualified lead

“A major part of our business is R+D.”

Signage manufacturer

USA

Qualified lead

“We actually have been working on a new sign hanging system and spent about 60k on the product development.”

Owner

Healthcare clinic, USA

Qualified lead

“Interested. Would like to schedule a call.”

What we did

  • Dedicated domains and inboxes, warmed up before launch — never the client’s main domain.

  • Personalized every email by trade, with the kind of work that typically qualifies.

  • Led with the zero-risk model: if nothing is found, nothing is paid.

One of the emails behind those conversations

Sample emailAI-personalized
To:@.com
Subject:rd credits

Hi there,

We help foundation repair businesses offset what they pay in taxes by uncovering R&D credits they already qualify for.

When you're handling cracks and settling all day, the tax side can slip by?

Our work is entirely performance-based, so if we find nothing, you pay nothing.

These credits are fully legal and meet IRS criteria under §1.41-4(a)(4).

Would you be open to a quick chat?

Cheers,

P.S. Many businesses qualify without realizing it.

If you sell a financial or advisory service to business owners, Let’s map your plan.

At a glance

Industry

Financial Services · R&D Tax Credits

Location

United States

Timeline

Launched December 2025 · ongoing

Services

AI-personalized cold email to business owners, pay per qualified lead

Want 100+ qualified
leads yearly?

Let’s map your winning lead generation strategy.

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