Paul Partner Intro email

Here is an intro email you can use to introduce Mike & Mark to “Paul Partner” (a partner of a CPA firm).

Subject: Introducing Biz Developers for Accounting Firms 

Meet Mike Jones and Mark Jamnik, from Kindred.  Together, they have created a Business Development program for Accounting Firms.

The challenges their program addresses:

  • Prospect outreach takes time away from “billable hours”
  • Effective follow up struggles
  • Missed upsell/cross sell opportunities with existing clients

Imagine having a turnkey program, designed specifically for accounting firms, that include prospect outreach, follow up, and offers to upsell and cross-sell your services.

Clients over the last decade have achieved: 

  • Establishing thought leadership through turnkey solutions
  • Sales strategies aligned with your CRM to win long term new business
  • Repeatable processes for upsell and cross-sell opportunities

Join Mike & Mark on our next 30-minute LinkedIn Optimization Call to “lift the hood” of thought leadership and prospective strategies we’ve delivered with our existing clients. Topics we’ve covered include:    

  1. Profile Optimization
  2. Identifying ideal accounts and contacts
  3. KPIs and measurement
  4. Sales Navigator tips and tricks
  5. Outreach message crafting
  6. CRM Integration

Your salutation & name

P.S. Click to view Mike and Mark’s LinkedIn profile.