Subject: Great connecting | Recap & Next Steps
Hi [Client Name],
It was a pleasure speaking with you today. I really enjoyed learning about [Client Company Name] and the impressive growth you've achieved.
Based on our conversation, I wanted to quickly recap what I understood to be your primary challenges:
- Tax Efficiency Concerns: You feel you're leaving money on the table and want to ensure your business structure is optimized for tax savings as you scale.
- Lack of Financial Visibility: Your current bookkeeping is reactive, making it difficult to forecast cash flow and make proactive strategic decisions.
- Time Drain on Financial Admin: You're spending too much time on financial administration, which is pulling you away from focusing on growth and operations.
These are common (and solvable) challenges for businesses at your stage. Based on what we discussed, our Proactive Tax Planning and Outsourced CFO Services would directly address these pain points, helping you save an estimated [e.g., $50,000+] annually while giving you back [e.g., 10+ hours] per week.
I'm looking forward to our call scheduled for [Day, Date at Time]. To make the most of our time, I've attached a brief overview of the services we discussed. During our call, I'll walk you through a more tailored proposal designed to address the challenges and opportunities we identified.
Talk to you then,
Walter