Follow-up #2 Manager / Director Mid-Market
Follow-up #2 for Professional Services
Targeting manager / director at mid-market companies (51-500 employees).
Subject Line
Cross-practice outreach wins at a peer firm
Email Template
{{first_name}}, I wanted to share a quick case study before moving on. A director of business development at a 200-person professional services firm implemented a unified outreach process across four practice areas.
Within two quarters, they identified that their tax advisory practice was generating 3x the pipeline per outreach touch compared to their audit practice. This insight allowed them to reallocate resources and coaching to where it mattered most. Total pipeline grew 34% without increasing headcount.
Would a brief overview of their approach be useful for {{company_name}}? I can share the specific framework they used to standardize without losing practice-area flexibility. 8-12% reply rate
Tuesday best day
10:00 AM best time
Personalization Tips
- Reference the specific practice areas within their firm to draw direct parallels to the case study
- Mention any recent strategic initiatives around cross-selling or integrated services
- Note their role in coordinating across practice areas to validate the relevance of the example
When to Use
5-7 business days after the first follow-up when there was no response, using a detailed peer case study focused on cross-practice coordination.
When NOT to Use
When the manager oversees a single practice area without cross-functional business development responsibilities.
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