Follow-up #1 C-Suite / Founder Mid-Market
Follow-up #1 for Accounting & Bookkeeping
Targeting c-suite / founder at mid-market companies (51-500 employees).
Subject Line
New data on accounting firm growth models
Email Template
Hi {{first_name}},
Following up on my previous note about advisory service transitions at mid-size firms. I wanted to share something specific: firms that successfully shift to advisory typically start by automating their highest-volume compliance engagements first, freeing senior staff to lead advisory conversations.
One firm your size generated an additional $400K in advisory revenue in year one using this approach. The compliance work still got done, just with less senior involvement.
Would a quick conversation about how this could apply to {{company_name}} be valuable?
Best regards, 5-8% reply rate
Wednesday best day
8:30-10:00 AM best time
Personalization Tips
- Reference any advisory service pages or thought leadership on their website to show alignment with their direction
- Mention any industry events they have attended or sponsored recently to create a timely connection
- Note any competitive dynamics in their market that make the advisory transition more urgent
When to Use
Four to six business days after the first email. Use when you can bring genuinely new information or a relevant data point rather than just restating your first message.
When NOT to Use
If they explicitly asked not to be contacted or if the firm has announced a strategic pivot that makes your advisory angle irrelevant.
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