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First touch

Partnership pitch to a CA firm

Proposing a referral partnership with a chartered accountancy firm that already advises your ideal clients.

Subject line options

  • Referral partnership with {{company}}?
  • Clients we both serve
  • {{firstName}} — a two-way referral idea

Email · 83 words

Hi {{firstName}},

I run [your business], and we work with [type of client — e.g. early-stage startups in Hyderabad] on [what you do].

Our clients regularly ask us to recommend a CA for GST, compliance and audits, and I'd rather send them to a firm I've actually spoken to.

I imagine some of {{company}}'s clients also need [your service] from time to time. Would you be open to a short call to see if a two-way referral arrangement makes sense?

[Your name]
[Company]

{{firstName}}, {{company}} and the other double-brace fields fill in automatically per lead in Outly. Replace anything in [square brackets] yourself before sending.