Follow-up #2 for Accounting & Bookkeeping
Targeting manager / director at small business companies (1-50 employees).
What Sarah at a 30-person firm changed
Hi {{first_name}},
One more thing before I stop following up. Sarah, a manager at a 30-person accounting firm, was skeptical about changing her team's workflows. Her concern was that any new process would take more time to learn than it saved.
She agreed to a two-week pilot focused on just one process: client document collection. Her team adopted it in under an hour and immediately saw the time savings. She has since rolled it out across three more workflows.
If a low-risk pilot like that sounds reasonable for {{company_name}}, I would be happy to walk you through how it works. If not, I completely understand.
Thanks, Personalization Tips
- Match the case study firm size as closely as possible to their team to make it feel directly applicable
- Reference the specific workflow that would be most relevant to their firm based on their service offerings
- Mention that the pilot requires no commitment and no disruption to address the natural resistance to change
When to Use
Seven to ten business days after the first follow-up. Works well when the prospect's likely objection is risk or disruption rather than lack of interest.
When NOT to Use
If they have shown zero engagement with any previous emails. A different channel like LinkedIn might be more effective.
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Related Templates
First Email
Accounting & Bookkeeping · Manager / Director · Small Business
Follow-up #1
Accounting & Bookkeeping · Manager / Director · Small Business
Objection Handler
Accounting & Bookkeeping · Manager / Director · Small Business
Breakup Email
Accounting & Bookkeeping · Manager / Director · Small Business