Services
Cold email for bookkeeping and accounting
Offer bookkeeping to busy owners by focusing on the hours and stress it takes off them.
Subject
{{companyName}}'s booksEmail
Hi {{firstName | there}},
Most owners of [their kind of business] I speak with spend [a few hours a week] on bookkeeping, usually in the evenings.
We take that off their plate: [what you do, e.g. monthly books, payroll and tax-ready reports], for a fixed monthly fee. [A similar client] got [the result, e.g. their evenings back and a clean year-end].
Is this something you handle yourself at the moment?
{{sendingAccountFirstName}}Follow-up 1
Hi {{firstName | there}}, if it helps, we can start with a one-off clean-up of [the last few months] so you can see how we work.Follow-up 2
Hi {{firstName | there}}, is year-end or tax time the bigger headache, or the monthly routine?Follow-up 3
Hi {{firstName | there}}, I'll leave it here. If it gets busy, reply any time.How to use this template
- Replace every [bracketed] part with something true about you or the person you're writing to.
- Give every {{field}} beyond the standard ones (first name, company) its own column in your lead list, or a fallback after a bar. In mailzy, a lead whose field is empty and has no fallback waits instead of going out with a gap.
- Send the follow-ups as replies in the same thread. We wait 3, 5 and 7 days between them.
- Check how it reads for real leads with the merge tag preview, and send it to yourself first.
- Test it on a few hundred people in one niche and judge it by replies, not opens.
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