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Financial Services Follow-up #2
Follow-up #2 C-Suite / Founder Mid-Market

Follow-up #2 for Financial Services

Targeting c-suite / founder at mid-market companies (51-500 employees).

Subject Line

Thought of {{company_name}} when I saw this

Email Template
{{first_name}},

I came across a recent industry report showing that mid-market financial firms spend 2.3x more per acquired client than firms with automated outreach processes. It reminded me of our previous conversation about {{company_name}}.

I realize the timing may not have been right before. If client acquisition efficiency is a priority for this quarter, I would welcome the chance to share what we are seeing work for firms at your stage.
5-8% reply rate
Tuesday best day
8:00-9:00 AM best time

Personalization Tips

  • Reference a specific industry report or study and connect its findings to their firm's situation
  • Mention a recent change at their firm (new hire, product launch, expansion) that might shift priorities
  • Note a competitor's visible growth as a subtle motivator
  • Reference a seasonal or regulatory deadline that makes the next 30 days critical for planning

When to Use

Send 5-7 business days after the first follow-up. The trigger-based approach (I saw this and thought of you) feels less pushy than another direct ask.

When NOT to Use

If you have already received a soft no or a redirect to another contact. Follow the redirect instead of continuing to email the C-suite executive.

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