Follow-up #2 C-Suite / Founder Enterprise
Follow-up #2 for Accounting & Bookkeeping
Targeting c-suite / founder at enterprise companies (500+ employees).
Subject Line
ROI analysis from a peer firm
Email Template
{{first_name}},
I wanted to share one final data point before stepping back. A firm in your peer group implemented workflow optimization across their tax practice last year. The measurable results over 12 months included a 22% reduction in non-billable hours, $1.2M in recovered revenue from improved utilization, and a 15% decrease in engagement completion time.
They agreed to let us share a sanitized version of their ROI analysis with firms considering similar improvements. It includes their methodology, timeline, and the specific metrics they tracked.
Would that analysis be useful for your evaluation, even if the timing for a conversation is not right at the moment?
Regards, 3-5% reply rate
Tuesday best day
7:00-8:00 AM best time
Personalization Tips
- Reference the specific practice area where the ROI data is most relevant to their firm
- Mention any public statements from their leadership about efficiency or growth targets to connect the dots
- Note their firm's ranking or positioning in the market and reference how the peer firm comparison is relevant
When to Use
Seven to ten business days after the first follow-up. Use only when you have genuine ROI data from a credible peer firm to share.
When NOT to Use
If you cannot produce the promised ROI analysis when asked. Enterprise executives will request it immediately.
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