Social proof is really important in marketing a firm in the financial profession. Having good feedback from clients, especially if they are recognized brands/names, is a strong way to convince people to work with you. Send these emails individually and tailor them by including the recipient’s name. You may also add details about a project you worked on or points you might discuss on the call.
Before sending this email to your contacts, please make sure you do the following:
Subject line: Case study for (firm name)
Preview Line: Will you give us your feedback?
— body of email—
Hi (first name), I hope you’re well.
We’re looking to add case studies from our valued clients to our website and use them in our marketing.
We’d love to interview you and get your feedback, is that alright?
I’ll ask you a few questions about why you chose (firm name) and how you’ve found it working with us, and we’d love to hear about the results you’ve seen from our support. It should only take about 15 minutes.
Does this week suit you for a chat? Please let me know what time works for you and I’ll give you a call.
Thanks so much, we really appreciate it!
(your name and contact details)
Subject line: We’d love to highlight you in a case study
Preview Line: Will you answer some questions about working with us?
— body of email—
Hi (first name), I hope you’re well.
We’ve loved working with you and would like to work with more clients like you. We’re working on a case study to help us market our firm and we would love to highlight you and your business.
To write the case study, we’ll need to ask you a few questions about why you chose (firm name), how you’ve found it working with us, and we’d love to hear about the results you’ve seen from our support. It should only take about 20 minutes.
Does this week suit you for a chat? Please let me know what time works for you and I’ll give you a call.
Thanks so much, we really appreciate it!
(your name and contact details)
Subject line: We’re so excited about the results you’ve achieved
Preview Line: Will you be a case study participant?
— body of email—
Hi (first name), I hope you’re well.
We’re very excited that you’ve (achieved a result) with our (product/service).
We’d love to showcase the amazing work you’re doing – and highlight to people the wonderful things you’ve accomplished.
We’d love for you to take part in one of our case studies. We’ll ask some questions about how we’ve worked together and then we’ll write up your experiences. Of course, we won’t share any confidential information, and we’ll make sure you look fantastic in the case study.
We’re hoping to get this published by (X date). Are you in?
Please let me know what time works for you and I’ll give you a call.
Thanks so much, we really appreciate it!
(your name and contact details)