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Financial Services Follow-up #1
Follow-up #1 C-Suite / Founder Small Business

Follow-up #1 for Financial Services

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

Subject Line

Quick thought on {{company_name}}'s growth

Email Template
Hi {{first_name}},

I reached out last week about helping {{company_name}} streamline client acquisition. I wanted to share one quick insight: small advisory firms that implement structured outreach sequences see an average 28% increase in AUM within 12 months — mostly because they stop letting warm leads go cold.

Would a 10-minute call be worth exploring whether that kind of lift is realistic for your firm?
10-14% reply rate
Thursday best day
7:30-8:30 AM best time

Personalization Tips

  • Reference a specific data point about their firm's growth trajectory from public filings or press mentions
  • Mention a recent industry event or conference they attended
  • Note a market shift in their geographic area that creates opportunity for new client acquisition
  • Reference a competitor's recent growth as social proof that firms at their stage are investing in outreach

When to Use

Send 3-4 business days after the first email if there was no response. Works best when you can add a new data point or insight not included in the original message.

When NOT to Use

If the recipient opened the first email multiple times (may be evaluating internally), give them an extra day or two before following up.

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