Tag: Robotic process automation

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5 cold email templates that will generate warm leads for your sales team

Sales people and company founders are eager to find the perfect cold email template. COVID19 did not change the benefits of email marketing. To those saying that it does not work… I say that the most important part is to be able to adapt quickly templates based on the feedback and the responses. In this article, we will share with you the 5 cold email templates we’ve been using. To scale your business you will need to develop a solid sales process with powerful sales emails.

What do you want to achieve with cold emails?

The goal of your cold email should be either to set up a meeting or a call with a prospect or to get referred to a person. It should not be anything else. In each email, a question or call to action should stand out clearly. If you are sending a cold email do you want to find the fastest way to reach the decision-maker within an organization without a pre-existing relationship?

A sales guy should ask himself the following questions :

  1. Who is receiving your email?
  2. Who is your perfect customer?
  3. How do you find the ideal customer?

The more specific you are and better the chances that you will succeed in your email outreach. It is easier to write it in English than in French. As you know that in French, like Spanish, Chinese, and Russian too, we have more specificities when writing to someone we don’t know. Nevertheless, you can still write a broad enough message that will touch anyone just put the company name and a positive message.

To write effective cold emails you have to focus on an industry-specific first and then move on to the next vertical.

  • In your sales emails, you want to specify something special about the industry with higher precision.
  • In your email, you want also to speak in the same language tone so let your sales rep speak freely.
  • Then you want to make sure that you spot the right type of decision-maker. The decision-maker can vary based on the company size.

Where to find email addresses?

There are four ways to get email addresses.

  1. The first highest quantity/lowest quality is to buy lists.
  2. The second high quantity/low quality is web scraping.
  3. The third low quantity/high quality is outsourced, lead generation team.
  4. The fourth lowest quantity/highest quality is to create customer profiles.

You can also scan your card with CamCard, export the list from Linkedin, and enrich them with Dropcontact…

Another way to do it is just to look into your most successful customers. When I mean by successful customers it is customers that give you must value to your solution. They pay you the most or just simply endorse the DNA of your company. If you find a DNA match then this is the ideal customer you’re looking to harvest.

What are their common denominators:

● How large is the company?

● How many staff do they have?

● What other software tools do they use?

● What are the titles of all the employees?

● What kind of social media do they use?

● Where are they located?

● What’s their average deal size?

● How long have they already been in business?

● How did they hear about you?

● How did we acquire them?

Based on those elements, you will find a way to write effective cold emails. Then you will try to find 5 to 30 other businesses that have the same DNA in their core values. You don’t need hundreds of thousands of prospects just focus on 30 to 50 companies per month. Then try to focus on the right response rates gaining some insights about the latest flavor, the rights problem they have and this is how you will convince decision-makers to contact you.

If you’re asking the higher-ups for a referral down at some point someone will forward your message your phone call to the right person in the organization.

Test, measure, and optimize your emails

You have to capture positive responses from prospects to expand your strategy to the next targeted audience. It is important to optimize your templates to create a better result in your niche market. InvestGlass keeps track of all your email and phone communications and has powerful reporting and analytics features that allow you to show open and response rates for all of your templates.

Here are the metrics that you should care about and your sales team too:

  1. What’s your open rate? You should expect a +45% open rate.
  2. What’s your response rate? You should expect a 15% response rate.
  3. What kind of position/title responds to your emails?
  4. How do responses convert into qualified leads?
  5. Do not include undeliverable emails in your stats. If you send out 600 emails and get 100 undeliverable messages, use 400 for your calculations. If 40 people respond, you’ll calculate that as a X% response rate.)

Your email template will have only one goal. You want to make sure they understand exactly what to do. The cold email template should have only one link to click for example:

  • Click this link…
  • If you’re the appropriate person to speak with, what does your calendar look like? If not, who do you recommend I talk to?
  • Please refer me to the person responsible for media buying.
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When to send cold emails?

Well, some people say the best time to send emails is between Tuesday through Thursday. I would say that there’s never a good time or bad time to send an email. Definitely, Mondays or holidays are not the best days. Then Friday it’s a complex day because people are out at least in their minds. Sunday could be also a good day … but if you are dealing with people in the Gulf this day is their Mondays.

Your email should be smartphone-friendly emails

You should keep your email short and also you should try not to add any pictures to your email to prevent any additional spam blockers. Your email should appear to be a real email sent by a real person. Therefore we should avoid any complex HTML designs. It’s a called email template right this is not a blog post.

How to respond to responses?

If you get an answer… well done!!! How do you respond? You should have some pre-defined answers. Here are some examples :

  • Positive set up call/meeting
  • Not interested
  • Not interested right now
  • Send me more information
  • We are already working with someone
  • I told the right person about you, and they’ll get back to you if they are interested
  • Out of office notifications

“Urs Gaillard from buying is the person you want to talk to…”

Dear {{contact.first_name}},

Just following up, does it make sense to talk about this? If not, who would be the right

person to talk to?


Kind regards,

A good cold email template starts with a clear subject line

Your subject line should be short and clear such as “who is responsible for this”, “who is responsible for that”, perhaps you can also put into the subject line the company name.

Let’s say you asked for a referral to the right person. When you write your subject – the correspondent should know if you are prospecting or selling. In an ideal world, you don’t want to let account execs and sales reps prospect do the same job and therefore the subject line will be different.

When it comes to subject lines try those ideas:

  1. Use their name/company name in the subject line when it makes sense.
  2. Make the subject line as specific as possible—the more personal the subject line, the higher the open rate.
  3. If you wonder if it sounds too much like a marketing email then bingo it’s a marketing email.
  4. Experiment with questions in subject lines.

Cold email subject lines that get open rates of +50%

1. “Introduction: {Name}” or “Introduction {your name/company} <> {their


2. “quick request”

3. “Trying to connect”

4. “{Name of their company}”

This subject line is not only a promise that the message will be relevant – it’s a key factor for a higher open rate. Try not to be misleading but sharp and short to get your emails opened.

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Cold email template body wording

Using the right – prose – words is an art ! It should be a short sweet and precise request – no more than 4 sentences.

There are two approaches to cold emails:

  1. You are emailing someone high up in the company and asking for a referral down to the right person
  2. You are emailing the decision-maker directly, pitching them to sign up, set up a call

With InvestGlass.com you can copy and paste those texts directly into your email template so if you’re an InvestGlass.com happy user, you can copy and paste them directly into InvestGlass.com as an email template.


Cold email: Referral V1

Short subject line

Dear {{contact.first_name}},

My name is {{user.first_name}} and I head up business development efforts with {{organization.name}}. We recently launched a new platform that [one sentence pitch].

However, based on your LinkedIn online profile, you appear to be an appropriate person to connect with… or point me in the right direction.

I would like to speak with someone from {{lead.name}} who is responsible for [handling something that’s relevant to my product/service].

If it is you, are you open to a fifteen-minute call on [time and date] to discuss ways the {{organization.name}} platform can specifically help your business? If not you, can you please put me in touch with the right person?

I appreciate the help,

Kind regards,



Cold email: Referral V2

Short subject line

Dear {{contact.first_name}},

I hope I’m not bothering you. Could you please refer me to the person in charge of [something that’s relevant to your product]?

Thanks for your time,

Kind regards,



Cold email: Referral V3

Short subject line

Dear {{contact.first_name}},

My name is {{user.first_name}} and I’m with {{organization.name}}. We work with organizations like {{lead.name}} to [one sentence pitch].

One sentence unique benefit.

Could you direct me to the right person to talk to about this at {{lead.name}} so we can explore if this would be something valuable to incorporate into your events?

Kind regards,



Subject line : Can you point me in the right direction?

Dear {{contact.first_name}},

Would you be so kind as to tell me who is responsible for [insert your biggest pain point here that resonates with your ideal customer OR insert function like “sales” or “recruiting”] and how I might get in touch with them?

Thank you,

Kind regards,


Organization cold email referral are short – i saw your company online doing this and that … can we talk… time and date cheers.. and a call to action.


Cold email: Selling V1

Short subject line

Dear {{contact.first_name}},

I hope this email finds you well. I wanted to reach out because [explain how you got their contact information and how you relate to them: talked to a colleague, saw their company online, etc.] {{organization.name}} has a new platform that will help [their team] at {{lead.name}}. [One sentence pitch of benefits.]

We do this by:

  • Benefit/Feature 1
  • Benefit/Feature 2

Let’s explore how {{organization.name}} can specifically help your business. Are you available for a quick call [time and date]?

Kind regards,



Cold email: Selling V2

Short subject line

Dear {{contact.first_name}},

I hope this email finds you well! I wanted to reach out because [explain how you got their contact information and how you relate to them: talked to a colleague, saw their

company online, etc.].

{{organization.name}} has a new platform that will help [their team] at {{lead.name}}. [One

sentence pitch of benefits.]

I know that {{organization.name}} will be able to help {{lead.name}} [insert high-level


Are you available for a quick call [time and date]?

Kind regards,


Let’s get them all with InvestGlass Email and Marketing automation

Now you know the secrets to successful cold email templates. Actionable sales advice gets real when you test them. You have to adapt the templates until you find your own magic sauce.

InvestGlass team is glad to share with you more CRM sales tips and resources so don’t hesitate to contact us. Email subject lines cold test first then measure your result inside InvestGlass.com CRM. Engaging a quality prospect is better than a large quantity. Effective cold email templates contain only one call to action!

Your sales teams are now ready to engage in a quality prospect strategy. Don’t forget to match your ideal customer to the right email template.

Start your free trial of the InvestGlass email marketing tool.

CRM, email marketing, Robotic process automation

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5 Things to Know before your Build your Own Robo Advisor

Robo advisor doesn’t mean low cost and cheap investment accounts

Robo-advisors are a hot topic in the world of investing and wealth management. They have been popularized by companies like Wealthfront, Betterment, and WiseBanyan. But what are they exactly? In this blog post we will give you the details on robo-advisors to help you decide if they would be a good fit for your investment portfolio.

1. What are robo advisors and how do they work

Robo advisors are built with a nice onboarding form. Those forms are meant to mimic human financial advisors. Those forms process data to replace human intervention. This is a scalable process to offer to retail investors to service human advisers would give to private banks or UNW individuals. Human investment advisor are not present during this self-service onboarding. Each answer is processed with a content measurement rule. At the end of the questionnaire, a portfolio management solution is suggested.

Doing the onboarding form you can also find some drop because investors might find the questions too difficult to answer. The form should have audience insight geolocation data to capture investor profile and their device characteristics. The device specificity is important as your investors might not be able to answer too long onboarding on a small iPhone.

Wealthfront, Nutmeg, Vanguard and particularly Vanguard digital advisor offer state of the art robo advisors. Each claim to be the best robo advisors. In most countries including France, the UK or Germany you will find also tax oriented product development where investment advice is not only about the securties but also about tax harvesting. All robot advisor offer at least one connection to a bank account. Some robo advisor offer multiple access or custodian. When you offer multiple access investors can choose where they want to custody their assets.

However, a robo advisor can become quite complex if you start asking questions about retirement plans, tax-loss harvesting, socially responsible investing, retirement accounts, credit score, or goal planning. We suggest you to have a look at our partner solutions Neuroprofiler which offers high-quality robo algorithms for sophisticated onboarding.

2. Who should use a robo advisor

Replacing a human financial advisor might not be something you can offer directly in your company. Your company Partners could be reluctant to delegates investors’ interaction to a machine. However, a new generation of investors will appreciate the gamification of investment portfolio selection. Human advisors can use with their customers the software. The software is then here to show investment management details come out investment products, investment goals with beautiful charts. Creating an experience which engages new prospect with no account minimum.

The minimum investment is usually the catchy advertisement but in reality robo advisers will service investment service based on assets under management. The more investors bring in and more they will get. Net worth is not the only indicator. You can also with InvestGlass build a multiple robo adivsor pannel, where investors based on the capital they want to invest, will view two or three option. Let the client choose a robo advisor…

3. How to build the right one to manage your clients’ money

Thanks to InvestGlass cloud solution you can create a very simple Robo advisory solution. Investglass and boarding forms will facilitate privacy rights as the solution is hosted on swiss servers. Thanks to the computer algorithm, consent choices will automatically suggest suitable investment portfolios.

With InvestGlass onbaording forms and CRM you can quickly setup your own robo adisor. It won’t cost you too much money to orchestrate financial advice and portfolio distribution with a Swiss Cloud-based solution. The CRM measures content performance and will adapt to alternative investments such as wine, cryptocurrencies, real estate, and much more. As InvestGlass is a single-tenant, you won’t be stressed by connectivity – no. more partners process data.

InvestGlass portoflio management tool will help you visualise client assets in seconds and help you beat the market. Yes robo advisors beat the market, at least for cost efficiency.

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4. Best robo advisors ideas

Would you be offering exchange-traded funds ETFs, mutual funds or single lines of private equity or bonds, the Robo advisor will improve the efficiency of your distribution. The Robo questionnaire should not you ask a question, simple advice in form of text or videos could facilitate investors understanding. Audience insights can be measured quickly to understand where the process failed. You should not ask more than 30 questions. Your investors should quickly know what investment account they are receiving and don’t try up sales at this stage. If your customer comes for a robo adviser experience, don’t sell them a credit cards!

As you ask the question, simple advice in form of text or videos could facilitate investors’ understanding. Audience insights can be measured quickly to understand where the process failed.

2 people sitting at table working

5. Is it worth it to use a robo-advisor or should I just stick with my old human financial advisor and paper

Human advisor will not replace the machine. We believe that human advisor will be enhanced with an automated investing solution and Robo advisor offer is absolutely mandatory and his current Covid situation.

Tax-loss harvesting particularly in the cryptocurrency industry will become a challenge in the coming months. Adapting your business with robo advisor offer will differentiate your bank, wealth management practice.

Get them all !

CRM, Robotic process automation


How do you electronically sign a document?

What are digital signatures? Digital signatures are like electronic “fingerprints.”

Are you still using paper forms and signatures? We introduce an automated and seamless way to sign your PDFs and documents. Modernize the way your clients’ sign and trump your competition.

Connective and InvestGlass support you in the integration of electronic signatures and the digitalization of forms within your company. Join us as we highlight the Connective E-signature feature and the advantages of providing such a solution on InvestGlass. Use an all-in-one CRM and marketing automation software.

How to Use a Digital Signature Certificate and robotic process automation?
In this session, Alexandre Gaillard of InvestGlass and Magali Biron of Connective will present and showcase the two fintech solutions that optimize and automate digital signature workflows.

In this digital signature webinar you’ll learn how to:

Understand the e-signature advantages with complex regulations – eIDAS, WYSIWYS

Recognize Connective’s approach to comply with these regulations

Use Connective e-signature easily and seamlessly within InvestGlass automation

Digitalize paper documents with InvestGlass with the collaborative portal

This Digital signature webinar is specially made for :

Head of compliance
Head of risks
Private equity officer
Business owners
This webinar will be recorded.

digital signature, Robotic process automation

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