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Financial Services Follow-up #2
Follow-up #2 Manager / Director Small Business

Follow-up #2 for Financial Services

Targeting manager / director at small business companies (1-50 employees).

Subject Line

Still thinking about your team's pipeline?

Email Template
Hi {{first_name}},

I know things get busy at a firm like {{company_name}}, so I wanted to check in one more time. A quick win I have seen work for small teams: even implementing just one structured email sequence for your most common prospect type can increase meeting bookings by 25% in the first month.

If you are open to it, I can show you that one sequence in under 10 minutes. Just reply and I will send a calendar link.
8-12% reply rate
Wednesday best day
9:00-10:00 AM best time

Personalization Tips

  • Reference their most common prospect type and offer to tailor the sequence to that audience
  • Mention a time-saving angle relevant to their small team (fewer hours on outreach means more hours advising)
  • Note a seasonal surge in their business that makes pipeline building urgent right now
  • Reference a competitor firm that recently expanded in their market

When to Use

Send 4-6 business days after the first follow-up. The minimal commitment angle (just one sequence, under 10 minutes) works well for busy managers at small firms.

When NOT to Use

If the manager has been promoted, left the company, or their team has changed significantly since your first email.

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