3. Hi Michael
My name is [First Name Last Name] and I work for [Company
Name], in Houston
[Company Name] is a nationwide firm that provides outsourced,
fractional, and temporary CFO, Controller, and operational
accounting services tailored for your business.
Also, [Company Name] has a dedicated team that specializes in
capital raise.
Please indicate below if you're interested in learning more about how
[Company Name] can be a resource to your business.
[First Name Last Name]
[Title] | [Company Name]
Office: 555-555-5555 | email@address.com
calendly.com/
4. Fractional CFO Services
FEATURES
DIFFERENTIATION
FOR SMALL BUSINESSES
IMPROVEMENTS
• Grow their financial team without the
cost and headcount
• Bring additional finance expertise to their
team
• Improve the finance processes
CHALLENGES/CONCERNS
• Not enough budget to hire financial
managers
• Don’t have the needed finance expertise
on the team
• Spending too much time on finance and
accounting tasks
PAIN QUESTIONS
• Are you able to afford internal staff
for finance and accounting?
• Do you have enough finance and
accounting expertise on the team?
• How do you feel about the amount of
time you on finance and account
tasks?
CUSTOMER EXAMPLE
• We worked with a small business
similar to yours
• They weren’t able to expand the
finance team due to budget
• We helped to solve that by providing
a fractional CFO
• This allowed them to grow without
the cost and headcount
• Improve their finance processes and
department
• Staffing finance and accounting
managers
• Full-time or fractional
• CFO, Controller, and operational
accounting roles
• No long-term commitments
• Easily scale up and down
PRODUCT TARGET VALUE PAIN QUESTIONS
CUSTOMER
EXAMPLE
6. Cold Email Campaigns
Email #1 Email #2
Delay
(1 or 2 weeks)
Email #3
Delay
(1 or 2 weeks)
Email #4
Delay
(1 or 2 weeks)
Email #5
Delay
(1 or 2 weeks)
Email #6
Delay
(1 or 2 weeks)
VALUE
POINTS
PAIN POINTS
PAIN
QUESTIONS
CUSTOMER
EXAMPLE
PRODUCT
VALUE
POINTS
7. VALUE
POINTS
Cold Email – Value
Subject Line: Grow the financial team without the cost and headcount
Hello [Contact First Name],
The reason for the email is that we help small businesses to:
• Grow their financial team without the cost and headcount
• Bring additional finance expertise to their team
• Improve the finance processes
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 call where we can learn a little more about you and share some examples of
how we helped similar small businesses to grow their financial team without the cost and headcount?
Best Regards,
Key:
Target
Value Point
Pain Point
Pain Question
Product
8. PAIN POINTS
Cold Email – Pain
Subject Line: Not enough budget to hire financial managers
Hello [Contact First Name],
The reason for the email is that we help small businesses to:
• Not enough budget to hire financial managers
• Don’t have the needed finance expertise on the team
• Spending too much time on finance and accounting tasks
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 call where we can learn a little more about you and share some examples of
how we helped similar small businesses to grow their financial team without the cost and headcount?
Best Regards,
Key:
Target
Value Point
Pain Point
Pain Question
Product
9. CUSTOMER
EXAMPLE
Cold Email – Customer Example
Subject Line: Grew their financial team without the cost and headcount
Hello [Contact First Name],
The reason for the email is that I worked with a small business similar to yours and they were having weren’t able
to expand the finance team due to budget.
We helped to solve that with our Fractional CFO services. This not only allowed them to grow without the cost and
headcount, but it also helped to improve their finance processes and department.
I don’t know if we can help you in the same way and that is why I am reaching out.
Are you available for a brief call where we can learn a little more about you and share some examples of how we
helped similar small businesses to grow their financial team without the cost and headcount?
Best Regards,
Key:
Target
Value Point
Pain Point
Pain Question
Product
10. PAIN
QUESTIONS
Cold Email – Pain Questions
Subject Line: Are you able to afford internal staff for finance and accounting?
Hello [Contact First Name],
I am trying to determine if we can help you in the same way that we have helped other small businesses. These
are some of the questions that I would ask you to figure that out:
• Are you able to afford internal staff for finance and accounting?
• Do you have enough finance and accounting expertise on the team?
• How do you feel about the amount of time you on finance and account tasks?
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,
Key:
Target
Value Point
Pain Point
Pain Question
Product
11. PRODUCT
Cold Email – Product
Subject Line: Fractional CFO services
Hello [Contact First Name],
The reason for the email is that we provide Fractional CFO services which includes:
• Staffing finance and accounting managers
• Full-time or fractional
• CFO, Controller, and operational accounting roles
We differ from internal staff in that there are no long-term commitments and you can easily scale up and down.
Are you available for a brief call where we can learn a little more about you and share some examples of how we
helped similar small businesses to grow their financial team without the cost and headcount?
Best Regards,
Key:
Target
Value Point
Pain Point
Pain Question
Product
12. Cold Email – Last Attempt
Subject Line: Checking In
Hello [Contact First Name],
I sent you a few emails and thought I would follow up one last time. The reason I am trying to connect with you is
that we help small businesses to:
• Grow their financial team without the cost and headcount
• Bring additional finance expertise to their team
• Improve the finance processes
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
Key:
Target
Value Point
Pain Point
Pain Question
Product
13. VALUE
POINTS
LinkedIn Cold Inmail – Value > Product
Subject Line: Grow the financial team without the cost and headcount
Hello [Contact First Name],
The reason for the email is that we help small businesses to:
• Grow their financial team without the cost and headcount
• Bring additional finance expertise to their team
• Improve the finance processes
We are able to do that with our Fractional CFO services which includes:
• Staffing finance and accounting managers
• Full-time or fractional
• CFO, Controller, and operational accounting roles
We differ from internal staff in that there are no long-term commitments and you can easily scale up and
down.
Are you available for a brief call where we can learn a little more about you and share some examples of
how we helped similar small businesses to grow their financial team without the cost and headcount?
Best Regards,
Key:
Target
Value Point
Pain Point
Pain Question
Product
PRODUCT
14. PAIN POINTS
LinkedIn Cold Inmail – Pain > Product
Subject Line: Not enough budget to hire financial managers
Hello [Contact First Name],
The reason for the email is that we help small businesses to:
• Not enough budget to hire financial managers
• Don’t have the needed finance expertise on the team
• Spending too much time on finance and accounting tasks
We are able to do that with our Fractional CFO services which includes:
• Staffing finance and accounting managers
• Full-time or fractional
• CFO, Controller, and operational accounting roles
We differ from internal staff in that there are no long-term commitments and you can easily scale up and
down.
Are you available for a brief call where we can learn a little more about you and share some examples of
how we helped similar small businesses to grow their financial team without the cost and headcount?
Best Regards,
Key:
Target
Value Point
Pain Point
Pain Question
Product
PRODUCT
15.
16.
17. Cold Email Prospecting Workshop Video Series
Video 1: Cold Email Messaging Strategy
Video 2: Building a Cold Email Campaign
Video 3: Using LinkedIn to Find Prospects
Video 4: Following Up on Cold Emails