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Financial Services Follow-up #2
Follow-up #2 Manager / Director Enterprise

Follow-up #2 for Financial Services

Targeting manager / director at enterprise companies (500+ employees).

Subject Line

ROI breakdown for teams your size

Email Template
{{first_name}},

I wanted to share one more resource before closing the loop. We built an ROI calculator specifically for enterprise financial services teams, and the numbers for a team at {{company_name}}'s scale are compelling: the average client sees a 3.2x return within 90 days, primarily through reduced time-per-rep on prospecting.

I can send a customized projection for your team if you share your approximate rep count. No call required — just the numbers.
5-7% reply rate
Tuesday best day
8:00-9:00 AM best time

Personalization Tips

  • Reference their approximate team size if available from LinkedIn data
  • Mention the specific efficiency metrics that enterprise managers are measured on
  • Note their reporting structure and who they would likely need to involve in a decision
  • Reference a technology budget cycle or fiscal year timing that makes now a good time to evaluate

When to Use

Send 6-8 business days after the first follow-up. Offering a no-call deliverable (ROI projection) lowers the barrier and gives them something to share with decision-makers.

When NOT to Use

If the manager previously asked to loop in procurement or a more senior stakeholder and you have not yet connected with them.

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