Hello <fancy>{{firstName}}<fancy>!
I hope you're doing great! Noticed your part of the top RIA's in the US (according to FA-mag).
Congrats on growing your AUM base at <fancy>{{companyName}}<fancy>.
Bought you a Grande Latte with Extra Caramel Drizzle to celebrate!
But because I'm traveling right now I had to drink your cup, sorry haha:
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I know growing AUM isn't easy, but seems like you guys are doing a killer job! π
To more success,
<fancy>{{signature}}<fancy>
Hello <fancy>Laura<fancy>!
I hope you're doing great! Noticed your part of the top RIA's in the US (according to FA-mag).
Congrats on growing your AUM base at <fancy>Bingl<fancy>.
Bought you a Grande Latte with Extra Caramel Drizzle to celebrate!
But because I'm traveling right now I had to drink your cup, sorry haha:
β
β
I know growing AUM isn't easy, but seems like you guys are doing a killer job! π
To more success,
<fancy>Heather<fancy>
Heather McMillan, Director of Sales at Fortuna.ai, aimed to lift sales and discover new markets where the initial goal was to get more responses to her emails and generate leads.
Hello <fancy>{{firstName}}<fancy>!
I hope you're doing great! Noticed your part of the top RIA's in the US (according to FA-mag).
Congrats on growing your AUM base at <fancy>{{companyName}}<fancy>.
Bought you a Grande Latte with Extra Caramel Drizzle to celebrate!
But because I'm traveling right now I had to drink your cup, sorry haha:
β
β
I know growing AUM isn't easy, but seems like you guys are doing a killer job! π
To more success,
<fancy>{{signature}}<fancy>
Hello <fancy>Laura<fancy>!
I hope you're doing great! Noticed your part of the top RIA's in the US (according to FA-mag).
Congrats on growing your AUM base at <fancy>Bingl<fancy>.
Bought you a Grande Latte with Extra Caramel Drizzle to celebrate!
But because I'm traveling right now I had to drink your cup, sorry haha:
β
β
I know growing AUM isn't easy, but seems like you guys are doing a killer job! π
To more success,
<fancy>Heather<fancy>
Heather McMillan, Director of Sales at Fortuna.ai, aimed to lift sales and discover new markets where the initial goal was to get more responses to her emails and generate leads.
Hello <fancy>{{firstName}}<fancy>!
I hope you're doing great! Noticed your part of the top RIA's in the US (according to FA-mag).
Congrats on growing your AUM base at <fancy>{{companyName}}<fancy>.
Bought you a Grande Latte with Extra Caramel Drizzle to celebrate!
But because I'm traveling right now I had to drink your cup, sorry haha:
β
β
I know growing AUM isn't easy, but seems like you guys are doing a killer job! π
To more success,
<fancy>{{signature}}<fancy>
Hello <fancy>Laura<fancy>!
I hope you're doing great! Noticed your part of the top RIA's in the US (according to FA-mag).
Congrats on growing your AUM base at <fancy>Bingl<fancy>.
Bought you a Grande Latte with Extra Caramel Drizzle to celebrate!
But because I'm traveling right now I had to drink your cup, sorry haha:
β
β
I know growing AUM isn't easy, but seems like you guys are doing a killer job! π
To more success,
<fancy>Heather<fancy>
Heather McMillan, Director of Sales at Fortuna.ai, aimed to lift sales and discover new markets where the initial goal was to get more responses to her emails and generate leads.
That's awesome! Just tap the button below and send us the details we need. Our content team will be in touch afterward.
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We love a good cold email teardown. In other words, analyzing why a specific cold email template worked and breaking it down to the smallest details so that both a beginner and an advanced player can extract value from it.
Without further ado, let's get rolling.
Being kind and genuine from the first word you say to a prospect can give you a head start in your campaign. In Heather's case, she approached prospects that were part of the top RIA's and gave them a genuine, industry-related compliment. Even if it looks simple at the first glance, sometimes simplicity combined with the right timing can set you apart.
Remember, everybody can say "I love your blog". But if you want to build genuine relationships, give genuine compliments that are relevant to each prospect.
Relying on a more friendly approach in sales brings superb results in the long run. Humor is always a great ice breaker that makes the conversation more casual. Helen leverages this in a cool way by including a funny sentence just before showing them the coffee image.
The image itself grabs people's attention with the first names being dynamically updated. You can see it's all about her prospects and not her product. Hence, the great reply rate.
What can we learn from this campaign?
Heather McMillan, Director of Sales at Fortuna.ai, aimed to lift sales and discover new markets where the initial goal was to get more responses to her emails and generate leads.