Follow-up #1 Manager / Director Small Business
Follow-up #1 for Financial Services
Targeting manager / director at small business companies (1-50 employees).
Subject Line
Thought this might help your team
Email Template
Hi {{first_name}},
I sent you a note recently about streamlining prospecting at {{company_name}}. I wanted to follow up with something practical: we just published a guide on the five highest-converting cold email frameworks for financial advisors. No sales pitch — just the data on what is working right now.
Would you like me to send it over? Happy to also jump on a quick call if you want to discuss how it applies to your team. 12-16% reply rate
Wednesday best day
9:00-10:00 AM best time
Personalization Tips
- Reference a specific challenge facing their team size (scaling without hiring, managing compliance with limited resources)
- Mention a recent job posting for an advisor or sales role as a sign they need more pipeline
- Note a seasonal trend relevant to their business (tax season for accounting firms, Q4 planning for wealth management)
- Reference a piece of content their firm shared on social media
When to Use
Send 3-4 days after the first email. The content offer approach works particularly well for manager-level contacts who value practical resources they can share with their team.
When NOT to Use
If the manager has changed roles or left the company since your first email. Verify their current position before following up.
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