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Follow-up #2 C-Suite / Founder Small Business

Follow-up #2 for Accounting & Bookkeeping

Targeting c-suite / founder at small business companies (1-50 employees).

Subject Line

How River City CPA cut onboarding 60%

Email Template
Hi {{first_name}},

I have reached out a couple of times and understand you are busy running {{company_name}}. I wanted to share one last thing that might be worth your time.

A firm owner in a similar market told us that the single change that had the biggest impact on her practice was automating client onboarding. Her firm went from a 2-week average setup to under 3 days. Client satisfaction scores went up, staff frustration went down, and she stopped losing prospects who went elsewhere during the wait.

If that resonates, I would love to connect. If the timing is off, no worries at all.

Best,
5-8% reply rate
Tuesday best day
7:30-9:00 AM best time

Personalization Tips

  • Reference a specific pain point you noticed from their Google reviews or client feedback to make the social proof more targeted
  • Mention the specific market or city they operate in to make the case study feel more locally relevant
  • If you know their approximate client count, reference how the case study firm had a similar volume

When to Use

Seven to ten business days after the first follow-up. Use when you have a compelling client success story with specific numbers. This is your social proof play.

When NOT to Use

If they have explicitly asked you to stop emailing. Also avoid stacking this too close to the previous follow-up.

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