Follow-up #1 Individual Contributor Small Business
Follow-up #1 for Financial Services
Targeting individual contributor at small business companies (1-50 employees).
Subject Line
3 templates top advisors are using right now
Email Template
Hi {{first_name}},
I reached out recently about helping you book more qualified meetings. Thought I would follow up with something immediately useful: three cold email templates that are getting the highest response rates for financial advisors right now.
They are specifically designed for the types of prospects firms like {{company_name}} typically pursue. Would you like me to send them over? No strings attached — they are yours to use whether we ever talk or not. 14-18% reply rate
Thursday best day
10:00-11:00 AM best time
Personalization Tips
- Reference the specific prospect type they likely target (business owners, retirees, young professionals) and tailor the template offer accordingly
- Mention a recent market condition that makes prospecting more urgent for their specialty
- Note their certifications and how the templates account for credential-specific compliance needs
- Reference a common frustration for advisors at their career stage (building a book, inheriting a book, retaining clients)
When to Use
Send 2-3 days after the first email. The free resource offer is extremely effective for individual contributors who want practical, immediately usable tools.
When NOT to Use
If the advisor responded to your first email with a clear decline. Do not re-engage with a resource offer as it can feel like a workaround.
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