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Follow-up #2 Manager / Director Enterprise

Follow-up #2 for Accounting & Bookkeeping

Targeting manager / director at enterprise companies (500+ employees).

Subject Line

Peer firm results: 18% utilization increase

Email Template
Hi {{first_name}},

I wanted to share a final data point before wrapping up my outreach. A practice director at a comparable firm ran a 90-day optimization pilot across a single service line. The results included an 18% increase in billable utilization, a 40% reduction in engagement setup time, and measurably improved client satisfaction scores.

The pilot was limited enough in scope that it did not require executive committee approval, but the results were strong enough that the firm expanded it across all practice areas within six months.

If a controlled pilot approach like this would work within {{company_name}}'s structure, I would be glad to share the playbook. No pressure either way.

Best regards,
4-6% reply rate
Tuesday best day
7:30-9:00 AM best time

Personalization Tips

  • Reference their specific practice area to make the pilot concept feel directly applicable
  • Mention their firm's governance structure if known to address the internal approval concern preemptively
  • Note any innovation or transformation programs at their firm to align the pilot with existing strategic initiatives

When to Use

Seven to ten business days after the first follow-up. Best when you can position a low-risk pilot that does not require extensive internal approval.

When NOT to Use

If the firm is in the middle of budget season and all non-essential initiatives are frozen.

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