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Financial Services Follow-up #2
Follow-up #2 Individual Contributor Mid-Market

Follow-up #2 for Financial Services

Targeting individual contributor at mid-market companies (51-500 employees).

Subject Line

Your peers are booking 40% more meetings

Email Template
Hi {{first_name}},

Last follow-up from me. I mentioned that top performers at firms like {{company_name}} generate significantly more qualified conversations — the exact number is 40% more meetings per month compared to reps using unstructured outreach.

If you are curious about the specific approach driving that result, I am happy to share it. Just takes 10 minutes and could genuinely change your quarterly numbers.
8-11% reply rate
Thursday best day
10:00-11:30 AM best time

Personalization Tips

  • Reference a specific performance metric or ranking system used at their firm
  • Mention their product focus and how the outreach approach differs by financial product
  • Note a quota or target deadline that creates natural urgency
  • Reference a peer at their firm or a similar firm who has seen results (with permission)

When to Use

Send 4-5 days after the first follow-up. The specific metric (40% more meetings) creates curiosity and the low time commitment (10 minutes) lowers the barrier.

When NOT to Use

If you have learned the individual is not responsible for their own prospecting or has moved to a role without client-facing responsibilities.

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