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Cold Email Example for Accounting Services
Hi Michael,
This is Mark Jones and I’m reaching out from Company XYZ. We use finance automation to provide accounting
services for companies like SalesScripter. Our tech-enabled services help you save time, manage lean growth,
and access data in real-time.
We automate the following for businesses like SalesScripter:
• Vendor bill intake, coding, and payment
• Customer invoice generation
• Accruals for deferred revenue and prepaid expenses
• Granular payroll expense allocations
• Live dashboards for visibility and planning
SalesScripter is similar to many of our clients and I wanted to get in touch to see about working
together. Do you have any availability for an introductory conversation later next week?
Mark
Company XYZ
[Street Address]
[City, State Zip]
Hi Michael,
This is Mark Jones and I’m reaching out from Company XYZ. We use finance automation to provide accounting
services for companies like SalesScripter. Our tech-enabled services help you save time, manage lean growth,
and access data in real-time.
We automate the following for businesses like SalesScripter:
• Vendor bill intake, coding, and payment
• Customer invoice generation
• Accruals for deferred revenue and prepaid expenses
• Granular payroll expense allocations
• Live dashboards for visibility and planning
SalesScripter is similar to many of our clients and I wanted to get in touch to see about working
together. Do you have any availability for an introductory conversation later next week?
Mark
Company XYZ
[Street Address]
[City, State Zip]
Hi Michael,
This is Mark Jones and I’m reaching out from Company XYZ. We use finance automation to provide accounting
services for companies like SalesScripter. Our tech-enabled services help you save time, manage lean growth,
and access data in real-time.
We automate the following for businesses like SalesScripter:
• Vendor bill intake, coding, and payment
• Customer invoice generation
• Accruals for deferred revenue and prepaid expenses
• Granular payroll expense allocations
• Live dashboards for visibility and planning
SalesScripter is similar to many of our clients and I wanted to get in touch to see about working
together. Do you have any availability for an introductory conversation later next week?
Mark
Company XYZ
[Street Address]
[City, State Zip]
Hi Michael,
This is Mark Jones and I’m reaching out from Company XYZ. We use finance automation to provide accounting
services for companies like SalesScripter. Our tech-enabled services help you save time, manage lean growth,
and access data in real-time.
We automate the following for businesses like SalesScripter:
• Vendor bill intake, coding, and payment
• Customer invoice generation
• Accruals for deferred revenue and prepaid expenses
• Granular payroll expense allocations
• Live dashboards for visibility and planning
SalesScripter is similar to many of our clients and I wanted to get in touch to see about working
together. Do you have any availability for an introductory conversation later next week?
Mark
Company XYZ
[Street Address]
[City, State Zip]
Hi Michael,
This is Mark Jones and I’m reaching out from Company XYZ. We use finance automation to provide accounting
services for companies like SalesScripter. Our tech-enabled services help you save time, manage lean growth,
and access data in real-time.
We automate the following for businesses like SalesScripter:
• Vendor bill intake, coding, and payment
• Customer invoice generation
• Accruals for deferred revenue and prepaid expenses
• Granular payroll expense allocations
• Live dashboards for visibility and planning
SalesScripter is similar to many of our clients and I wanted to get in touch to see about working
together. Do you have any availability for an introductory conversation later next week?
Mark
Company XYZ
[Street Address]
[City, State Zip]
Hi Michael,
This is Mark Jones and I’m reaching out from Company XYZ. We use finance automation to provide accounting
services for companies like SalesScripter. Our tech-enabled services help you save time, manage lean growth,
and access data in real-time.
We automate the following for businesses like SalesScripter:
• Vendor bill intake, coding, and payment
• Customer invoice generation
• Accruals for deferred revenue and prepaid expenses
• Granular payroll expense allocations
• Live dashboards for visibility and planning
SalesScripter is similar to many of our clients and I wanted to get in touch to see about working
together. Do you have any availability for an introductory conversation later next week?
Mark
Company XYZ
[Street Address]
[City, State Zip]
Michael,
I reached out a couple of days ago from Company XYZ and wanted to be sure that you received my message.
How is SalesScripter planning to handle accounting and financial operations given current economic
challenges? As a reminder, Company XYZ uses automation to provide accounting services for growing businesses
like SalesScripter that scale without increasing costs.
I hope to connect soon,
Mark
Company XYZ
[Street Address]
[City, State Zip]
Michael,
I reached out a couple of days ago from Company XYZ and wanted to be sure that you received my message.
How is SalesScripter planning to handle accounting and financial operations given current economic
challenges? As a reminder, Company XYZ uses automation to provide accounting services for growing businesses
like SalesScripter that scale without increasing costs.
I hope to connect soon,
Mark
Company XYZ
[Street Address]
[City, State Zip]
Michael,
I reached out a couple of days ago from Company XYZ and wanted to be sure that you received my message.
How is SalesScripter planning to handle accounting and financial operations given current economic
challenges? As a reminder, Company XYZ uses automation to provide accounting services for growing businesses
like SalesScripter that scale without increasing costs.
I hope to connect soon,
Mark
Company XYZ
[Street Address]
[City, State Zip]
Michael,
I reached out a couple of days ago from Company XYZ and wanted to be sure that you received my message.
How is SalesScripter planning to handle accounting and financial operations given current economic
challenges? As a reminder, Company XYZ uses automation to provide accounting services for growing businesses
like SalesScripter that scale without increasing costs.
I hope to connect soon,
Mark
Company XYZ
[Street Address]
[City, State Zip]
Michael,
I reached out a couple of days ago from Company XYZ and wanted to be sure that you received my message.
How is SalesScripter planning to handle accounting and financial operations given current economic
challenges? As a reminder, Company XYZ uses automation to provide accounting services for growing businesses
like SalesScripter that scale without increasing costs.
I hope to connect soon,
Mark
Company XYZ
[Street Address]
[City, State Zip]
Hi again Michael,
I’ve reached out a few times and wanted to be sure to connect -- Who would be the best contact for accounting
and financial operations at SalesScripter?
Our tech-enabled accounting services automate the manual tasks and bottlenecks to save time and reposition your
team to do what really matters: growing your business.
Please let me know if you are the best person to speak with or feel free to connect me directly with the correct
colleague.
Thank you!
Mark
Company XYZ
[Street Address]
[City, State Zip]
Hi again Michael,
I’ve reached out a few times and wanted to be sure to connect -- Who would be the best contact for accounting
and financial operations at SalesScripter?
Our tech-enabled accounting services automate the manual tasks and bottlenecks to save time and reposition your
team to do what really matters: growing your business.
Please let me know if you are the best person to speak with or feel free to connect me directly with the correct
colleague.
Thank you!
Mark
Company XYZ
[Street Address]
[City, State Zip]
Hi again Michael,
I’ve reached out a few times and wanted to be sure to connect -- Who would be the best contact for accounting
and financial operations at SalesScripter?
Our tech-enabled accounting services automate the manual tasks and bottlenecks to save time and reposition your
team to do what really matters: growing your business.
Please let me know if you are the best person to speak with or feel free to connect me directly with the correct
colleague.
Thank you!
Mark
Company XYZ
[Street Address]
[City, State Zip]
Hi again Michael,
I’ve reached out a few times and wanted to be sure to connect -- Who would be the best contact for accounting
and financial operations at SalesScripter?
Our tech-enabled accounting services automate the manual tasks and bottlenecks to save time and reposition your
team to do what really matters: growing your business.
Please let me know if you are the best person to speak with or feel free to connect me directly with the correct
colleague.
Thank you!
Mark
Company XYZ
[Street Address]
[City, State Zip]
Hi again Michael,
I’ve reached out a few times and wanted to be sure to connect -- Who would be the best contact for accounting
and financial operations at SalesScripter?
Our tech-enabled accounting services automate the manual tasks and bottlenecks to save time and reposition your
team to do what really matters: growing your business.
Please let me know if you are the best person to speak with or feel free to connect me directly with the correct
colleague.
Thank you!
Mark
Company XYZ
[Street Address]
[City, State Zip]
2 Days
Later
5 Days
Later
• Tech-enabled accounting services
PRODUCT
• Use tech to automate accounting tasks
• We automate vendor bill intake, coding, and payment
PRODUCT TARGET
• Customer invoice generation
• Accruals for deferred revenue and prepaid expenses
• Granular payroll expense allocations
• Live dashboards for visibility and planning
• Growing businesses
TARGET BUYER TYPE
• Tech-enabled accounting services
PRODUCT
• Use tech to automate accounting tasks
• We automate vendor bill intake, coding, and payment
• Decrease time spent on accounting task
• Grow the business without increasing the team and costs
• Have access real-time business and accounting data
VALUE POINTS
• Customer invoice generation
• Accruals for deferred revenue and prepaid expenses
• Granular payroll expense allocations
• Live dashboards for visibility and planning
PRODUCT TARGET VALUE
• Decrease time spent on accounting tasks
VALUE POINTS
• Grow the business without increasing the team and costs
• Have access real-time business and accounting data
• Accounting tasks can be time consuming and distracting
• Difficult to grow without increasing costs
PAIN POINTS
• Not able to easily access business data in real-time
PRODUCT TARGET VALUE PAIN
• Accounting tasks can be time consuming and distracting
PAIN POINTS
• Difficult to grow without increasing costs
• Not able to easily access business data in real-time
• How concerned are you about spending time on accounting tasks?
• How much of a priority is it to grow your finance team?
PAIN QUESTIONS
• How do you feel about your access to real-time business data?
PRODUCT TARGET VALUE PAIN QUESTIONS
PAIN POINTS • Accounting tasks can be time consuming and distracting
• Tech-enabled accounting services
CUSTOMER EXAMPLE
• Decrease time spent on accounting task
PRODUCT
VALUE POINTS
VALUE POINTS • Grow the business without increasing the team and costs
PRODUCT TARGET VALUE PAIN QUESTIONS
CUSTOMER
EXAMPLE
VALUE
POINTS
PAIN POINTS
PAIN
QUESTIONS
CURRENT
STATE
CUSTOMER
EXAMPLE
PRODUCT
Building Blocks
VALUE
POINTS
PAIN POINTS
PAIN
QUESTIONS
CURRENT
STATE
CUSTOMER
EXAMPLE
PRODUCT
Building Blocks
VALUE
POINTS
Cold Email – Value
Subject Line: Decrease time spent on accounting task
Hello [Contact First Name],
The reason for the email is that we help growing businesses to:
• Decrease time spent on accounting tasks
• Grow the business without growing the team
• Have access real-time business and accounting data
I don't know if you want to improve those areas and that is why I am reaching out.
Are you available for a brief 15 to 20-minute call where I can share some examples of how we have helped
other growing businesses to decrease time spent on accounting tasks?
Best Regards,
PAIN POINTS
Cold Email – Pain
Subject Line: Accounting tasks can be time consuming and distracting
Hello [Contact First Name],
The reason for the email is that we help growing businesses with the challenges of:
• Accounting tasks can be time consuming and distracting
• Difficult to grow without increasing costs
• Not able to easily access business and accounting data in real-time
I don't know if you are concerned about any of those areas and that is why I am reaching out.
Are you available for a brief 15 to 20-minute call where I can share some examples of how we have helped
other growing businesses to decrease time spent on accounting task?
Best Regards,
CUSTOMER
EXAMPLE
Cold Email – Name Drop
Subject Line: Helped KF Manufacturing automate accounting tasks
Hello [Contact First Name],
The reason for the email is that we worked with KF Manufacturing and they were spending too much time
on accounting tasks.
We helped them with this by providing tech-enabled accounting services and this decreased time spent on
accounting tasks.
This ultimately helped them to grow the business without increasing the team and costs.
Are you available for a brief 15 to 20-minute call where I can share some examples of how we have helped
other growing businesses to decrease time spent on accounting tasks?
Best Regards,
PAIN
QUESTIONS
Cold Email – Pain Questions
Subject Line: How concerned are you about spending time on accounting tasks?
Hello [Contact First Name],
I am trying to determine if we can help you in the same way that have helped other growing businesses.
These are some of the questions that I would ask you to figure that out:
• How concerned are you about spending time on accounting tasks?
• How much of a priority is it to grow your finance team?
• How do you feel about your access to real-time business and accounting data?
Do any of those connect with a challenge or interest that you have?
If so, let’s put a few minutes on the calendar to have a brief conversation.
Best Regards,
PRODUCT
Cold Email – Product
Subject Line: Tech-enabled accounting services
Hello [Contact First Name],
The reason for the email is that we provide Tech-enabled accounting services and that includes:
• We automate vendor bill intake, coding, and payment
• Customer invoice generation
• Accruals for deferred revenue and prepaid expenses
• Granular payroll expense allocations
• Live dashboards for visibility and planning
Some ways we differ from other options out there are:
• Use tech to automate accounting tasks
Are you available for a brief 15 to 20-minute call where I can share some examples of how we have helped
other growing businesses to decrease time spent on accounting tasks?
Cold Email – Last Attempt
Subject Line: Checking In
Hello [Contact First Name],
I never heard back from you and I thought I would follow up with you one last time. The reason I am trying
to connect with you is that we help growing businesses to:
• Decrease time spent on accounting tasks
• Grow the business without growing the team
• Have access real-time business and accounting data
If I don't hear back from you, I will assume you are not interested in those improvements or that you are the
not right person to speak with and I will close the file.
If I should be contacting someone else regarding this, any pointing in the right direction would be greatly
appreciated.
Best Regards,
VALUE
POINTS
Cold Call Script
VALUE
POINTS
PAIN POINTS
PAIN
QUESTIONS
CURRENT
STATE
NAME DROP
PRODUCT
INTRO
CLOSE
Please
Like
Comment
Share
Subscribe
Thank You!!!
Follow Us
@salesscripter / @sales_halper
@salesscripter / @michael_halper
@salesscripter
www.linkedin.com/in/mhalper/
@sales_halper
SMART
Sales
System
S
M
A
R
T
ales
essaging
nd
esponse
actics
Sales Tools (Scripts)
Call Scripts
Email
Messages
Voicemail
Scripts
Objection
Responses
Meeting
Scripts
Sales
Presentation
Sales Message (Sales Pitch)
Product
Target
Buyer
Type
Value
Points
Pain
Points
Questions
Name
Drop
Examples
Sales Tactics and Processes (Tips)
Cold Calling
Cold
Emailing
Voicemail
Strategy
Objection
Handling
Dealing with
Gatekeepers
Meeting with
Prospects
Qualifying
Sales
Process
Networking Closing
Level 1
Level 2
Level 3
Sales Tools (Scripts)
Call Scripts
Email
Messages
Voicemail
Scripts
Objection
Responses
Meeting
Scripts
Sales
Presentation
Sales Message (Sales Pitch)
Product
Target
Buyer
Type
Value
Points
Pain
Points
Questions
Name
Drop
Examples
Sales Tactics and Processes (Tips)
Cold Calling
Cold
Emailing
Voicemail
Strategy
Objection
Handling
Dealing with
Gatekeepers
Meeting with
Prospects
Qualifying
Sales
Process
Networking Closing
Level 1
Level 2
Level 3
Sales Tools (Scripts)
Call Scripts
Email
Messages
Voicemail
Scripts
Objection
Responses
Meeting
Scripts
Sales
Presentation
Sales Message (Sales Pitch)
Product
Target
Buyer
Type
Value
Points
Pain
Points
Questions
Name
Drop
Examples
Sales Tactics and Processes (Tips)
Cold Calling
Cold
Emailing
Voicemail
Strategy
Objection
Handling
Dealing with
Gatekeepers
Meeting with
Prospects
Qualifying
Sales
Process
Networking Closing
Level 1
Level 2
Level 3
Sales Tools (Scripts)
Call Scripts
Email
Messages
Voicemail
Scripts
Objection
Responses
Meeting
Scripts
Sales
Presentation
Sales Message (Sales Pitch)
Product
Target
Buyer
Type
Value
Points
Pain
Points
Questions
Name
Drop
Examples
Sales Tactics and Processes (Tips)
Cold Calling
Cold
Emailing
Voicemail
Strategy
Objection
Handling
Dealing with
Gatekeepers
Meeting with
Prospects
Qualifying
Sales
Process
Networking Closing
Level 1
Level 2
Level 3
Sales Tools (Scripts)
Call Scripts
Email
Messages
Voicemail
Scripts
Objection
Responses
Meeting
Scripts
Sales
Presentation
Sales Message (Sales Pitch)
Product
Target
Buyer
Type
Value
Points
Pain
Points
Questions
Name
Drop
Examples
Sales Tactics and Processes (Tips)
Cold Calling
Cold
Emailing
Voicemail
Strategy
Objection
Handling
Dealing with
Gatekeepers
Meeting with
Prospects
Qualifying
Sales
Process
Networking Closing
Level 1
Level 2
Level 3
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B2B Cold Email Example for Accounting Services

  • 1. Cold Email Example for Accounting Services
  • 2.
  • 3. Hi Michael, This is Mark Jones and I’m reaching out from Company XYZ. We use finance automation to provide accounting services for companies like SalesScripter. Our tech-enabled services help you save time, manage lean growth, and access data in real-time. We automate the following for businesses like SalesScripter: • Vendor bill intake, coding, and payment • Customer invoice generation • Accruals for deferred revenue and prepaid expenses • Granular payroll expense allocations • Live dashboards for visibility and planning SalesScripter is similar to many of our clients and I wanted to get in touch to see about working together. Do you have any availability for an introductory conversation later next week? Mark Company XYZ [Street Address] [City, State Zip]
  • 4. Hi Michael, This is Mark Jones and I’m reaching out from Company XYZ. We use finance automation to provide accounting services for companies like SalesScripter. Our tech-enabled services help you save time, manage lean growth, and access data in real-time. We automate the following for businesses like SalesScripter: • Vendor bill intake, coding, and payment • Customer invoice generation • Accruals for deferred revenue and prepaid expenses • Granular payroll expense allocations • Live dashboards for visibility and planning SalesScripter is similar to many of our clients and I wanted to get in touch to see about working together. Do you have any availability for an introductory conversation later next week? Mark Company XYZ [Street Address] [City, State Zip]
  • 5. Hi Michael, This is Mark Jones and I’m reaching out from Company XYZ. We use finance automation to provide accounting services for companies like SalesScripter. Our tech-enabled services help you save time, manage lean growth, and access data in real-time. We automate the following for businesses like SalesScripter: • Vendor bill intake, coding, and payment • Customer invoice generation • Accruals for deferred revenue and prepaid expenses • Granular payroll expense allocations • Live dashboards for visibility and planning SalesScripter is similar to many of our clients and I wanted to get in touch to see about working together. Do you have any availability for an introductory conversation later next week? Mark Company XYZ [Street Address] [City, State Zip]
  • 6. Hi Michael, This is Mark Jones and I’m reaching out from Company XYZ. We use finance automation to provide accounting services for companies like SalesScripter. Our tech-enabled services help you save time, manage lean growth, and access data in real-time. We automate the following for businesses like SalesScripter: • Vendor bill intake, coding, and payment • Customer invoice generation • Accruals for deferred revenue and prepaid expenses • Granular payroll expense allocations • Live dashboards for visibility and planning SalesScripter is similar to many of our clients and I wanted to get in touch to see about working together. Do you have any availability for an introductory conversation later next week? Mark Company XYZ [Street Address] [City, State Zip]
  • 7. Hi Michael, This is Mark Jones and I’m reaching out from Company XYZ. We use finance automation to provide accounting services for companies like SalesScripter. Our tech-enabled services help you save time, manage lean growth, and access data in real-time. We automate the following for businesses like SalesScripter: • Vendor bill intake, coding, and payment • Customer invoice generation • Accruals for deferred revenue and prepaid expenses • Granular payroll expense allocations • Live dashboards for visibility and planning SalesScripter is similar to many of our clients and I wanted to get in touch to see about working together. Do you have any availability for an introductory conversation later next week? Mark Company XYZ [Street Address] [City, State Zip]
  • 8. Hi Michael, This is Mark Jones and I’m reaching out from Company XYZ. We use finance automation to provide accounting services for companies like SalesScripter. Our tech-enabled services help you save time, manage lean growth, and access data in real-time. We automate the following for businesses like SalesScripter: • Vendor bill intake, coding, and payment • Customer invoice generation • Accruals for deferred revenue and prepaid expenses • Granular payroll expense allocations • Live dashboards for visibility and planning SalesScripter is similar to many of our clients and I wanted to get in touch to see about working together. Do you have any availability for an introductory conversation later next week? Mark Company XYZ [Street Address] [City, State Zip]
  • 9. Michael, I reached out a couple of days ago from Company XYZ and wanted to be sure that you received my message. How is SalesScripter planning to handle accounting and financial operations given current economic challenges? As a reminder, Company XYZ uses automation to provide accounting services for growing businesses like SalesScripter that scale without increasing costs. I hope to connect soon, Mark Company XYZ [Street Address] [City, State Zip]
  • 10. Michael, I reached out a couple of days ago from Company XYZ and wanted to be sure that you received my message. How is SalesScripter planning to handle accounting and financial operations given current economic challenges? As a reminder, Company XYZ uses automation to provide accounting services for growing businesses like SalesScripter that scale without increasing costs. I hope to connect soon, Mark Company XYZ [Street Address] [City, State Zip]
  • 11. Michael, I reached out a couple of days ago from Company XYZ and wanted to be sure that you received my message. How is SalesScripter planning to handle accounting and financial operations given current economic challenges? As a reminder, Company XYZ uses automation to provide accounting services for growing businesses like SalesScripter that scale without increasing costs. I hope to connect soon, Mark Company XYZ [Street Address] [City, State Zip]
  • 12. Michael, I reached out a couple of days ago from Company XYZ and wanted to be sure that you received my message. How is SalesScripter planning to handle accounting and financial operations given current economic challenges? As a reminder, Company XYZ uses automation to provide accounting services for growing businesses like SalesScripter that scale without increasing costs. I hope to connect soon, Mark Company XYZ [Street Address] [City, State Zip]
  • 13. Michael, I reached out a couple of days ago from Company XYZ and wanted to be sure that you received my message. How is SalesScripter planning to handle accounting and financial operations given current economic challenges? As a reminder, Company XYZ uses automation to provide accounting services for growing businesses like SalesScripter that scale without increasing costs. I hope to connect soon, Mark Company XYZ [Street Address] [City, State Zip]
  • 14. Hi again Michael, I’ve reached out a few times and wanted to be sure to connect -- Who would be the best contact for accounting and financial operations at SalesScripter? Our tech-enabled accounting services automate the manual tasks and bottlenecks to save time and reposition your team to do what really matters: growing your business. Please let me know if you are the best person to speak with or feel free to connect me directly with the correct colleague. Thank you! Mark Company XYZ [Street Address] [City, State Zip]
  • 15. Hi again Michael, I’ve reached out a few times and wanted to be sure to connect -- Who would be the best contact for accounting and financial operations at SalesScripter? Our tech-enabled accounting services automate the manual tasks and bottlenecks to save time and reposition your team to do what really matters: growing your business. Please let me know if you are the best person to speak with or feel free to connect me directly with the correct colleague. Thank you! Mark Company XYZ [Street Address] [City, State Zip]
  • 16. Hi again Michael, I’ve reached out a few times and wanted to be sure to connect -- Who would be the best contact for accounting and financial operations at SalesScripter? Our tech-enabled accounting services automate the manual tasks and bottlenecks to save time and reposition your team to do what really matters: growing your business. Please let me know if you are the best person to speak with or feel free to connect me directly with the correct colleague. Thank you! Mark Company XYZ [Street Address] [City, State Zip]
  • 17. Hi again Michael, I’ve reached out a few times and wanted to be sure to connect -- Who would be the best contact for accounting and financial operations at SalesScripter? Our tech-enabled accounting services automate the manual tasks and bottlenecks to save time and reposition your team to do what really matters: growing your business. Please let me know if you are the best person to speak with or feel free to connect me directly with the correct colleague. Thank you! Mark Company XYZ [Street Address] [City, State Zip]
  • 18. Hi again Michael, I’ve reached out a few times and wanted to be sure to connect -- Who would be the best contact for accounting and financial operations at SalesScripter? Our tech-enabled accounting services automate the manual tasks and bottlenecks to save time and reposition your team to do what really matters: growing your business. Please let me know if you are the best person to speak with or feel free to connect me directly with the correct colleague. Thank you! Mark Company XYZ [Street Address] [City, State Zip]
  • 20. • Tech-enabled accounting services PRODUCT • Use tech to automate accounting tasks • We automate vendor bill intake, coding, and payment PRODUCT TARGET • Customer invoice generation • Accruals for deferred revenue and prepaid expenses • Granular payroll expense allocations • Live dashboards for visibility and planning • Growing businesses TARGET BUYER TYPE
  • 21. • Tech-enabled accounting services PRODUCT • Use tech to automate accounting tasks • We automate vendor bill intake, coding, and payment • Decrease time spent on accounting task • Grow the business without increasing the team and costs • Have access real-time business and accounting data VALUE POINTS • Customer invoice generation • Accruals for deferred revenue and prepaid expenses • Granular payroll expense allocations • Live dashboards for visibility and planning PRODUCT TARGET VALUE
  • 22. • Decrease time spent on accounting tasks VALUE POINTS • Grow the business without increasing the team and costs • Have access real-time business and accounting data • Accounting tasks can be time consuming and distracting • Difficult to grow without increasing costs PAIN POINTS • Not able to easily access business data in real-time PRODUCT TARGET VALUE PAIN
  • 23. • Accounting tasks can be time consuming and distracting PAIN POINTS • Difficult to grow without increasing costs • Not able to easily access business data in real-time • How concerned are you about spending time on accounting tasks? • How much of a priority is it to grow your finance team? PAIN QUESTIONS • How do you feel about your access to real-time business data? PRODUCT TARGET VALUE PAIN QUESTIONS
  • 24. PAIN POINTS • Accounting tasks can be time consuming and distracting • Tech-enabled accounting services CUSTOMER EXAMPLE • Decrease time spent on accounting task PRODUCT VALUE POINTS VALUE POINTS • Grow the business without increasing the team and costs PRODUCT TARGET VALUE PAIN QUESTIONS CUSTOMER EXAMPLE
  • 26.
  • 28. VALUE POINTS Cold Email – Value Subject Line: Decrease time spent on accounting task Hello [Contact First Name], The reason for the email is that we help growing businesses to: • Decrease time spent on accounting tasks • Grow the business without growing the team • Have access real-time business and accounting data I don't know if you want to improve those areas and that is why I am reaching out. Are you available for a brief 15 to 20-minute call where I can share some examples of how we have helped other growing businesses to decrease time spent on accounting tasks? Best Regards,
  • 29. PAIN POINTS Cold Email – Pain Subject Line: Accounting tasks can be time consuming and distracting Hello [Contact First Name], The reason for the email is that we help growing businesses with the challenges of: • Accounting tasks can be time consuming and distracting • Difficult to grow without increasing costs • Not able to easily access business and accounting data in real-time I don't know if you are concerned about any of those areas and that is why I am reaching out. Are you available for a brief 15 to 20-minute call where I can share some examples of how we have helped other growing businesses to decrease time spent on accounting task? Best Regards,
  • 30. CUSTOMER EXAMPLE Cold Email – Name Drop Subject Line: Helped KF Manufacturing automate accounting tasks Hello [Contact First Name], The reason for the email is that we worked with KF Manufacturing and they were spending too much time on accounting tasks. We helped them with this by providing tech-enabled accounting services and this decreased time spent on accounting tasks. This ultimately helped them to grow the business without increasing the team and costs. Are you available for a brief 15 to 20-minute call where I can share some examples of how we have helped other growing businesses to decrease time spent on accounting tasks? Best Regards,
  • 31. PAIN QUESTIONS Cold Email – Pain Questions Subject Line: How concerned are you about spending time on accounting tasks? Hello [Contact First Name], I am trying to determine if we can help you in the same way that have helped other growing businesses. These are some of the questions that I would ask you to figure that out: • How concerned are you about spending time on accounting tasks? • How much of a priority is it to grow your finance team? • How do you feel about your access to real-time business and accounting data? Do any of those connect with a challenge or interest that you have? If so, let’s put a few minutes on the calendar to have a brief conversation. Best Regards,
  • 32. PRODUCT Cold Email – Product Subject Line: Tech-enabled accounting services Hello [Contact First Name], The reason for the email is that we provide Tech-enabled accounting services and that includes: • We automate vendor bill intake, coding, and payment • Customer invoice generation • Accruals for deferred revenue and prepaid expenses • Granular payroll expense allocations • Live dashboards for visibility and planning Some ways we differ from other options out there are: • Use tech to automate accounting tasks Are you available for a brief 15 to 20-minute call where I can share some examples of how we have helped other growing businesses to decrease time spent on accounting tasks?
  • 33. Cold Email – Last Attempt Subject Line: Checking In Hello [Contact First Name], I never heard back from you and I thought I would follow up with you one last time. The reason I am trying to connect with you is that we help growing businesses to: • Decrease time spent on accounting tasks • Grow the business without growing the team • Have access real-time business and accounting data If I don't hear back from you, I will assume you are not interested in those improvements or that you are the not right person to speak with and I will close the file. If I should be contacting someone else regarding this, any pointing in the right direction would be greatly appreciated. Best Regards, VALUE POINTS
  • 34. Cold Call Script VALUE POINTS PAIN POINTS PAIN QUESTIONS CURRENT STATE NAME DROP PRODUCT INTRO CLOSE
  • 36. Follow Us @salesscripter / @sales_halper @salesscripter / @michael_halper @salesscripter www.linkedin.com/in/mhalper/ @sales_halper
  • 38. Sales Tools (Scripts) Call Scripts Email Messages Voicemail Scripts Objection Responses Meeting Scripts Sales Presentation Sales Message (Sales Pitch) Product Target Buyer Type Value Points Pain Points Questions Name Drop Examples Sales Tactics and Processes (Tips) Cold Calling Cold Emailing Voicemail Strategy Objection Handling Dealing with Gatekeepers Meeting with Prospects Qualifying Sales Process Networking Closing Level 1 Level 2 Level 3
  • 39.
  • 40. Sales Tools (Scripts) Call Scripts Email Messages Voicemail Scripts Objection Responses Meeting Scripts Sales Presentation Sales Message (Sales Pitch) Product Target Buyer Type Value Points Pain Points Questions Name Drop Examples Sales Tactics and Processes (Tips) Cold Calling Cold Emailing Voicemail Strategy Objection Handling Dealing with Gatekeepers Meeting with Prospects Qualifying Sales Process Networking Closing Level 1 Level 2 Level 3
  • 41.
  • 42. Sales Tools (Scripts) Call Scripts Email Messages Voicemail Scripts Objection Responses Meeting Scripts Sales Presentation Sales Message (Sales Pitch) Product Target Buyer Type Value Points Pain Points Questions Name Drop Examples Sales Tactics and Processes (Tips) Cold Calling Cold Emailing Voicemail Strategy Objection Handling Dealing with Gatekeepers Meeting with Prospects Qualifying Sales Process Networking Closing Level 1 Level 2 Level 3
  • 43.
  • 44. Sales Tools (Scripts) Call Scripts Email Messages Voicemail Scripts Objection Responses Meeting Scripts Sales Presentation Sales Message (Sales Pitch) Product Target Buyer Type Value Points Pain Points Questions Name Drop Examples Sales Tactics and Processes (Tips) Cold Calling Cold Emailing Voicemail Strategy Objection Handling Dealing with Gatekeepers Meeting with Prospects Qualifying Sales Process Networking Closing Level 1 Level 2 Level 3
  • 45.
  • 46. Sales Tools (Scripts) Call Scripts Email Messages Voicemail Scripts Objection Responses Meeting Scripts Sales Presentation Sales Message (Sales Pitch) Product Target Buyer Type Value Points Pain Points Questions Name Drop Examples Sales Tactics and Processes (Tips) Cold Calling Cold Emailing Voicemail Strategy Objection Handling Dealing with Gatekeepers Meeting with Prospects Qualifying Sales Process Networking Closing Level 1 Level 2 Level 3
  • 47. Get your copy here https://www.amazon.com/dp/0578615762