Follow-up #1 Individual Contributor Mid-Market
Follow-up #1 for Nonprofits
Targeting individual contributor at mid-market companies (51-500 employees).
Subject Line
Portfolio management tip for gift officers
Email Template
Hi {{first_name}},
Following up on my earlier note. I wanted to share a quick insight that gift officers at mid-size nonprofits tell us has been a game-changer.
The most effective portfolio managers we work with spend 60% of their time on their top 20% of donors and automate routine touchpoints for the rest. Our platform makes that split easy by scoring donors on engagement and flagging exactly who needs personal attention versus who can be nurtured through automated sequences.
Would a quick demo focused specifically on portfolio prioritization be useful for your work at {{company_name}}? 10-14% reply rate
Wednesday best day
11:00 AM best time
Personalization Tips
- Reference their specific portfolio focus area, such as mid-level donors or planned giving prospects
- Mention a professional development topic they have engaged with on LinkedIn or at conferences
- Note the CRM they use and describe the specific integration that would benefit their daily workflow
When to Use
3-5 business days after the first email. Works well when offering a specific tactical insight relevant to their daily work.
When NOT to Use
When the individual is in the middle of a major campaign or event with imminent deadlines.
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