Follow-up #2 C-Suite / Founder Mid-Market
Follow-up #2 for Accounting & Bookkeeping
Targeting c-suite / founder at mid-market companies (51-500 employees).
Subject Line
Case study: mid-size firm advisory pivot
Email Template
Hi {{first_name}},
I wanted to share a brief case study before closing the loop on my outreach to {{company_name}}.
A 150-person firm in the Southeast was losing senior staff to advisory-focused competitors. Their response was to automate 40% of their compliance workflows and retrain those senior accountants as client advisors. Within 18 months, advisory revenue grew from 12% to 35% of total revenue, and voluntary turnover dropped by half.
The managing partner said the hardest part was deciding to start. Once they did, the results came faster than expected.
If {{company_name}} is considering a similar direction, I would be happy to share the detailed playbook. Otherwise, I appreciate your time.
Best regards, 4-7% reply rate
Wednesday best day
8:00-9:30 AM best time
Personalization Tips
- Match the case study geography or firm size as closely as possible to their situation
- Reference any advisory job postings they have that signal they are already moving in this direction
- Mention specific competitors in their market who have made the advisory transition to create urgency
When to Use
Seven to ten business days after the first follow-up. Effective when you have a genuine case study that mirrors their situation closely.
When NOT to Use
If you are fabricating or heavily embellishing the case study. Mid-market leaders talk to each other and will verify.
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