What would you do

I work with a tax advisory firm that specializes in R&D tax credits.

Aside from direct clients I also prospect CPAs and similar professions as they are good resources for our target prospects.

I reached out to one the other day on LI with a general message to the effect of

Hi blank,

I was on your website and saw you refer clients to Gusto for R&D tax credit questions, how is your experience working with them?

I have worked with large payroll agencies who offer a similar service as Gusto and many of my CPA partners did not love the experience because a lack of transparency and overall service for their customers seemed lacking.

Are you open to a chat to discuss potential win/win R&D partnerships?

Perhaps not my best, probably could do better-sure but I got a response and I am curious how you all would respond.

The CPA responded back with, "Hi, send me 5 warm referrals and then we can set up a time to talk."

I took that as basically get lost, which is fine.

Sent my response basically stating that due to the fact most my clients and their CPAs work with us.... they probably wouldnt like me to take their clients and refer this new CPA.... as she probably wouldnt appreciate. If your open to a chat to learn why others choose us over Gusto, lmk.

My boss thought I was crazy for taking that route , said I should have responded with something like "Okay! Happy to, when can we set up a time to talk so I can learn about what makes a good referral for you?" (he is looking at the reaction like any press is good press, not favorable response is still a response)

I think my boss is nuts, but maybe I am just a noob....

He does not have great experience selling to CPAs and our firm has gone from bad to suffering in the 8 months he has been at the helm.

What do you think...