Skip to content
Financial Services Follow-up #2
Follow-up #2 C-Suite / Founder Small Business

Follow-up #2 for Financial Services

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

Subject Line

Last thought on growing {{company_name}}

Email Template
Hi {{first_name}},

I have reached out a couple of times and know you are busy running {{company_name}}. One last thought: Q2 is when most advisory firms lock in their growth trajectory for the year. The firms that have structured outreach in place by now typically finish the year 20-30% ahead on new client acquisition.

If this is on your radar at all, I am here whenever the timing is right. Just reply to this email.
6-9% reply rate
Tuesday best day
7:30-8:30 AM best time

Personalization Tips

  • Reference the current quarter and typical planning cycles for their firm type
  • Mention a timely industry trend that creates urgency (rate changes, regulatory deadlines, market conditions)
  • Note a recent milestone for their firm (anniversary, new office, award) to keep the tone warm
  • Reference seasonal client behavior patterns relevant to their specialty

When to Use

Send 5-7 business days after the first follow-up. Use a time-based urgency angle tied to their business cycle rather than artificial scarcity.

When NOT to Use

If the recipient has not opened any of your previous emails — they may have a spam filter issue or the address may be wrong.

Want AI-personalized emails?

PitchGale generates emails tailored to each prospect's company and role.

Try PitchGale

Related Templates