{"id":32327,"date":"2022-05-23T21:32:18","date_gmt":"2022-05-23T19:32:18","guid":{"rendered":"https:\/\/www.investglass.com\/?p=32327"},"modified":"2026-02-20T11:26:14","modified_gmt":"2026-02-20T10:26:14","slug":"%e3%82%88%e3%82%8a%e7%85%a9%e3%82%8f%e3%81%97%e3%81%8f%e3%81%aa%e3%81%8415%e3%81%ae%e4%bb%a3%e6%9b%bf%e6%a1%88%e3%82%92%e6%b7%bb%e4%bb%98","status":"publish","type":"post","link":"https:\/\/www.investglass.com\/ja\/15-less-annoying-alternatives-to-please-find-attached\/","title":{"rendered":"\u201c\u6dfb\u4ed8\u30d5\u30a1\u30a4\u30eb\u3092\u304a\u63a2\u3057\u304f\u3060\u3055\u3044 \u201d\u306e\u8ff7\u60d1\u3067\u306a\u304415\u306e\u4ee3\u66ff\u6848\u201d"},"content":{"rendered":"\n<h1 class=\"wp-block-heading\" id=\"h-ditch-the-cliche-15-powerful-alternatives-to-please-find-attached-for-high-impact-sales-emails\">Ditch the Clich\u00e9: 15+ Powerful Alternatives to &#8220;Please Find Attached&#8221; for High-Impact Sales Emails<\/h1>\n\n\n\n<p class=\"wp-block-paragraph\">What You&#8217;ll Learn<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Why the phrase &#8220;please find attached&#8221; is outdated and ineffective in modern sales communication.<\/li>\n\n\n\n<li>Over 15 professional and engaging alternatives to use when sending attachments.<\/li>\n\n\n\n<li>How to write compelling, action-oriented sales emails that drive responses.<\/li>\n\n\n\n<li>Modern email techniques to boost engagement and response rates, including personalization, video messaging, and leveraging your CRM.<\/li>\n\n\n\n<li>How to use <a href=\"https:\/\/www.investglass.com\/\" target=\"_blank\" rel=\"noreferrer noopener\">InvestGlass<\/a> to automate and enhance your email outreach for maximum impact.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">In the fast-paced world of sales, every word in your email counts. You have a limited window to capture your prospect&#8217;s attention, build rapport, and persuade them to take action. Yet, many sales professionals continue to rely on outdated and ineffective phrases that can undermine their efforts. One of the most common culprits is the ubiquitous &#8220;please find attached.&#8221;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">While seemingly polite and professional, this phrase is a relic of a bygone era of formal, passive communication. In today&#8217;s competitive landscape, where inboxes are overflowing and attention spans are shorter than ever, you need to be more direct, engaging, and value-driven in your email outreach. This article will explore why &#8220;please find attached&#8221; no longer works and provide you with a comprehensive list of powerful alternatives that will make your sales emails more compelling and effective.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">We will also delve into modern email techniques that can help you cut through the noise and achieve your sales goals, with a special focus on how a powerful CRM like <a href=\"https:\/\/www.investglass.com\/crm-for-financial-services\/\" rel=\"noreferrer noopener\" target=\"_blank\">InvestGlass<\/a> can be your secret weapon in the financial services industry. Whether you are a wealth manager, a private banker, or a financial advisor, the principles in this guide will help you communicate with greater clarity, confidence, and impact.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-why-please-find-attached-is-holding-your-sales-emails-back\">Why &#8220;Please Find Attached&#8221; Is Holding Your Sales Emails Back<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">The problem with &#8220;please find attached&#8221; lies in its passive and formal nature. It creates a sense of distance and formality that can be off-putting to modern buyers who expect conversational, human communication. Before we explore the alternatives, it is worth understanding precisely why this phrase has fallen out of favour.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-it-is-a-cliche\">It Is a Clich\u00e9<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">The phrase has been used so extensively that it has become a meaningless clich\u00e9. It is a verbal tic that adds no real value to your message and can make your email sound generic and impersonal. When a prospect reads this phrase, their brain essentially skips over it  it registers nothing. In a world where you are competing for attention against dozens of other emails, every sentence must earn its place.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-it-uses-passive-voice\">It Uses Passive Voice<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">The use of the passive voice (&#8220;the file is attached&#8221;) makes your writing sound stuffy and bureaucratic. It lacks the energy and directness needed to engage a busy prospect. Active voice, by contrast, is more dynamic and easier to read. Compare &#8220;please find attached the report&#8221; with &#8220;I&#8217;ve attached the report for you&#8221; the latter is warmer, more direct, and more human.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-it-is-redundant\">It Is Redundant<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">In most cases, it is obvious that a file is attached. Your email client will display a paperclip icon or the file name, making the phrase unnecessary. Why waste precious email real estate on stating the obvious? Every sentence in a sales email should either add value, build rapport, or drive the prospect towards the next step. A redundant phrase does none of these things.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1015\" height=\"682\" src=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2021\/06\/23.png\" alt=\"InvestGlass offers the advanced automatic email sender.\" class=\"wp-image-46331\" srcset=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2021\/06\/23.png 1015w, https:\/\/www.investglass.com\/wp-content\/uploads\/2021\/06\/23-300x202.png 300w, https:\/\/www.investglass.com\/wp-content\/uploads\/2021\/06\/23-768x516.png 768w\" sizes=\"(max-width: 1015px) 100vw, 1015px\" \/><figcaption class=\"wp-element-caption\">InvestGlass offers the advanced automatic email sender.<\/figcaption><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-it-lacks-a-call-to-action\">It Lacks a Call to Action<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">The phrase does not prompt the reader to do anything. It is a passive statement, not an active request. A strong sales email should always guide the prospect towards the next step  whether that is booking a call, reviewing a proposal, or signing up for a demo. &#8220;Please find attached&#8221; simply sits there, inert, doing nothing.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here is a typical example of how &#8220;please find attached&#8221; can weaken a sales email:<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Hi Maria,It was great meeting you and your team today. I enjoyed getting to know everyone and look forward to putting your financial services at the top of automation.Please find attached the cost breakdown for your yearly subscription to InvestGlass. Are you available next week for a ten-minute call?Kind regards,Paul<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">While polite, this email lacks punch. The phrase &#8220;please find attached&#8221; is a missed opportunity to add value and guide the prospect. Let us now explore some far more effective alternatives.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-15-professional-alternatives-to-please-find-attached\">15+ Professional Alternatives to &#8220;Please Find Attached&#8221;<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Instead of defaulting to the same old tired phrase, consider these more engaging and professional alternatives. We have categorized them to help you choose the best option for your specific situation.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-category-1-direct-and-confident-alternatives\">Category 1: Direct and Confident Alternatives<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">These alternatives are best used when you want to be clear, concise, and professional. They work well in formal business contexts, particularly in the financial services industry.<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><td>Alternative<\/td><td>Best Used When<\/td><td>Example<\/td><\/tr><tr><td>I&#8217;ve attached&#8230;<\/td><td>Sending a document after a meeting<\/td><td>&#8220;I&#8217;ve attached the proposal we discussed.&#8221;<\/td><\/tr><tr><td>Here is&#8230;<\/td><td>Sharing a specific, requested file<\/td><td>&#8220;Here is the cost breakdown for your review.&#8221;<\/td><\/tr><tr><td>The attached [file type] includes&#8230;<\/td><td>Highlighting the content of the file<\/td><td>&#8220;The attached PDF includes the full pricing details.&#8221;<\/td><\/tr><tr><td>You&#8217;ll find the attachment below.<\/td><td>Informal follow-up emails<\/td><td>&#8220;You&#8217;ll find the attachment below  let me know your thoughts.&#8221;<\/td><\/tr><tr><td>I&#8217;m sharing [file name] with you.<\/td><td>Collaborative, partnership-oriented emails<\/td><td>&#8220;I&#8217;m sharing our latest market analysis with you.&#8221;<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-category-2-action-oriented-alternatives\">Category 2: Action-Oriented Alternatives<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">These alternatives are best used when you want to drive a specific action from the prospect. They include a clear call to action and encourage the reader to engage with the attachment.<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><td>Alternative<\/td><td>Best Used When<\/td><td>Example<\/td><\/tr><tr><td>When you review the attached [file type], you will find&#8230;<\/td><td>Highlighting a key benefit or insight<\/td><td>&#8220;When you review the attached case study, you will find how we helped a similar firm reduce onboarding time by 40%.&#8221;<\/td><\/tr><tr><td>Take a look at the attached [file type] and let me know your thoughts.<\/td><td>Seeking feedback or input<\/td><td>&#8220;Take a look at the attached proposal and let me know your thoughts.&#8221;<\/td><\/tr><tr><td>The requested document is attached.<\/td><td>Following up on a specific request<\/td><td>&#8220;The requested compliance report is attached for your review.&#8221;<\/td><\/tr><tr><td>I&#8217;ve linked the [file type] for you here.<\/td><td>Sharing cloud-based documents<\/td><td>&#8220;I&#8217;ve linked the full presentation for you here: [link].&#8221;<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-category-3-value-driven-alternatives\">Category 3: Value-Driven Alternatives<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">These alternatives are best used when you want to emphasize the value of the attachment and make it clear why the prospect should take the time to read it.<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><td>Alternative<\/td><td>Best Used When<\/td><td>Example<\/td><\/tr><tr><td>The attached [file type] provides more detail on&#8230;<\/td><td>Sharing supporting information<\/td><td>&#8220;The attached whitepaper provides more detail on how automation can transform your advisory practice.&#8221;<\/td><\/tr><tr><td>I&#8217;ve included a [file type] that I think you&#8217;ll find valuable.<\/td><td>Sharing unsolicited but relevant content<\/td><td>&#8220;I&#8217;ve included a guide that I think you&#8217;ll find valuable, given the challenges you mentioned.&#8221;<\/td><\/tr><tr><td>This [file type] will give you a better understanding of&#8230;<\/td><td>Educating the prospect<\/td><td>&#8220;This overview will give you a better understanding of our approach to data sovereignty.&#8221;<\/td><\/tr><tr><td>For your convenience, I&#8217;ve attached&#8230;<\/td><td>Polite, formal communication<\/td><td>&#8220;For your convenience, I&#8217;ve attached a summary of our key features.&#8221;<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-category-4-modern-and-tech-savvy-alternatives\">Category 4: Modern and Tech-Savvy Alternatives<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">These alternatives are best used when you want to come across as modern, tech-savvy, and forward-thinking. They are particularly effective in the fintech and wealth management space.<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><td>Alternative<\/td><td>Best Used When<\/td><td>Example<\/td><\/tr><tr><td>I&#8217;ve dropped the [file name] into this email.<\/td><td>Casual, informal follow-ups<\/td><td>&#8220;I&#8217;ve dropped the one-pager into this email  it&#8217;s a quick read.&#8221;<\/td><\/tr><tr><td>You can access the [file name] here:<\/td><td>Sharing cloud-based documents<\/td><td>&#8220;You can access the full report here: [link].&#8221;<\/td><\/tr><tr><td>I&#8217;ve put together a [file type] for you.<\/td><td>Sharing a custom or bespoke document<\/td><td>&#8220;I&#8217;ve put together a tailored proposal for your team.&#8221;<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Pro Tip: Whenever possible, link to a cloud-based document instead of attaching a file. This will allow you to track when the prospect opens the document, how much time they spend on it, and which sections they focus on. This data is invaluable for tailoring your follow-up and closing the deal. <a href=\"https:\/\/www.investglass.com\/investglass-features\/\" rel=\"noreferrer noopener\" target=\"_blank\">InvestGlass<\/a> offers seamless integration with cloud storage solutions, making it easy to share and track documents with your prospects.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-rewriting-the-example-email\">Rewriting the Example Email<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Let us revisit the example email from earlier and apply what we have learned. Here is the original:<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Hi Maria,It was great meeting you and your team today. I enjoyed getting to know everyone and look forward to putting your financial services at the top of automation.Please find attached the cost breakdown for your yearly subscription to InvestGlass. Are you available next week for a ten-minute call?Kind regards,Paul<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">And here is the improved version:<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Hi Maria,It was genuinely great to meet you and the team today  I came away energized by the conversation and excited about what we could build together.I&#8217;ve attached a clear cost breakdown for your InvestGlass subscription. When you review it, you&#8217;ll see we&#8217;ve tailored the pricing to reflect the specific features your team needs, with no unnecessary extras.Would you be open to a ten-minute call next Tuesday or Wednesday to walk through any questions? I&#8217;m happy to work around your schedule.Best,Paul<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">The difference is striking. The improved version is warmer, more personal, and more action-oriented. It tells the prospect exactly what is in the attachment and why it is relevant to them, and it ends with a specific, low-friction call to action.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-modern-email-techniques-for-maximum-impact\">Modern Email Techniques for Maximum Impact<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Beyond simply replacing a single phrase, you need to adopt a more modern and strategic approach to your sales emails. Here are some techniques that can help you boost engagement and drive results.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-personalization-at-every-level\">Personalization at Every Level<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">In an era of mass email blasts, personalization is more important than ever. Generic, one-size-fits-all emails are a one-way ticket to the trash folder. To cut through the noise, you need to show your prospects that you have done your homework and that you understand their specific needs and challenges.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Effective personalization goes beyond simply inserting a first name. It means referencing the prospect&#8217;s company, industry, or role; mentioning a recent company announcement or a piece of content they have shared; and tailoring your value proposition to their specific pain points. In the financial services industry, this might mean referencing a regulatory change that affects their business, or acknowledging a recent market event that is relevant to their clients.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><a href=\"https:\/\/www.investglass.com\/crm-for-financial-services\/\" rel=\"noreferrer noopener\" target=\"_blank\">InvestGlass<\/a>&#8216;s powerful CRM capabilities allow you to track every interaction with your prospects, giving you a 360-degree view of their needs and interests. This data is essential for crafting highly personalized and effective sales emails. With detailed contact records, activity timelines, and custom fields, you can ensure that every email you send is relevant, timely, and tailored to the individual.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-keep-it-short-and-focused\">Keep It Short and Focused<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">The single most common mistake in sales emails is writing too much. Your prospect is busy. They are reading your email on their phone between meetings, or scanning it quickly before moving on to the next item in their inbox. A long, rambling email is an immediate turn-off.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">The rule of thumb is simple: say what you need to say in as few words as possible. Every sentence should serve a purpose. If a sentence does not add value, build rapport, or drive the prospect towards the next step, cut it. Aim for emails that can be read in under 60 seconds. This discipline will force you to focus on what truly matters and make your emails far more effective.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Research consistently shows that shorter emails generate higher response rates. According to data from Boomerang, emails between 50 and 125 words have the highest response rates, outperforming both very short and very long emails. This is a powerful reminder that brevity is not just a stylistic preference: it is a proven strategy for driving results.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-use-a-single-clear-call-to-action\">Use a Single, Clear Call to Action<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Every sales email should have one, and only one, call to action. Multiple calls to action create confusion and reduce the likelihood that the prospect will take any action at all. Be specific about what you want the prospect to do next, and make it as easy as possible for them to do it.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Instead of asking &#8220;Would you like to schedule a call, or would you prefer to review the proposal first, or perhaps I could send you some more information?&#8221;  simply ask &#8220;Are you available for a 15-minute call on Thursday at 2pm?&#8221; A specific, low-friction request is far more likely to generate a response than a vague, open-ended one.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-embrace-the-power-of-video\">Embrace the Power of Video<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Video is a powerful tool for building rapport and conveying your message in a more engaging and personal way. A short, personalized video can be far more effective than a long, text-heavy email. In the financial services industry, where trust and relationships are paramount, a video message can help you stand out from the crowd and create a more human connection with your prospects.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">You might record a short video to introduce yourself and your company, create a personalized demo to showcase your product&#8217;s features, or send a follow-up video to answer a prospect&#8217;s questions. Platforms like Loom and Vidyard make it easy to create and share personalized videos, and you can embed them directly into your emails for a seamless viewing experience.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-use-a-cta-button-for-instant-engagement\">Use a CTA Button for Instant Engagement<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">One of the most effective modern email techniques is to include a clear, visually prominent call-to-action (CTA) button. Instead of asking your prospect to reply to your email, give them a single button to click&#8221;Request a Demo,&#8221; &#8220;Download the PDF,&#8221; or &#8220;Book a Call.&#8221; This reduces friction and makes it incredibly easy for the prospect to take the next step.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Many email automation platforms support HTML buttons, and the results can be dramatic. A well-placed CTA button can increase click-through rates by up to 28% compared to a plain text link. It is a small change that can have a significant impact on your conversion rates.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-the-psychology-of-email-engagement\">The Psychology of Email Engagement<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Understanding the psychology behind email engagement can give you a significant edge in your sales outreach. Here are a few key principles to keep in mind.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-curiosity\">Curiosity<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Pique your prospect&#8217;s curiosity with a compelling subject line or an intriguing opening sentence. Humans are naturally curious, and a well-crafted email can tap into this desire to know more. A subject line like &#8220;A question about your onboarding process&#8221; is far more compelling than &#8220;Introduction to InvestGlass&#8221; because it creates a sense of mystery and relevance.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-reciprocity\">Reciprocity<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">When you provide value to your prospects, they are more likely to feel obligated to reciprocate. This is the principle of reciprocity, and it is a powerful driver of human behaviour. You can leverage this by sharing a useful resource, a valuable insight, or a personalized recommendation before asking for anything in return. A sales email that leads with value  rather than a pitch  is far more likely to generate a positive response.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-social-proof\">Social Proof<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">People are more likely to do something if they see that others are doing it. You can leverage social proof in your sales emails by including testimonials, case studies, or logos of well-known clients. In the financial services industry, where trust is everything, a brief mention of a well-known client or a specific, quantified result can be incredibly persuasive.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">For example, instead of saying &#8220;InvestGlass can help you automate your onboarding process,&#8221; you might say &#8220;InvestGlass has helped over 100 financial institutions across Europe reduce their client onboarding time by up to 40%.&#8221; The latter is far more compelling because it is specific, credible, and backed by social proof.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-a-b-testing-your-email-copy\">A\/B Testing Your Email Copy<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Do not just guess what works best test it. A\/B testing, also known as split testing, is the process of sending two different versions of an email to a small segment of your audience to see which one performs better. You can test various elements of your email, including subject lines, calls to action, email copy, and images or videos.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">By continuously testing and optimizing your emails, you can improve your open rates, click-through rates, and conversion rates over time. <a href=\"https:\/\/www.investglass.com\/best-ai-email-generator-save-time-and-enhance-productivity\/\" rel=\"noreferrer noopener\" target=\"_blank\">InvestGlass<\/a> provides the analytics you need to effectively measure the results of your A\/B tests, allowing you to make data-driven decisions about your email strategy.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here is a simple framework for A\/B testing your sales emails:<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">1.Identify the variable you want to test. Start with the subject line, as it has the biggest impact on open rates.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">2.Create two versions of the email. Change only the variable you are testing, and keep everything else the same.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">3.Send each version to a small segment of your audience. Aim for a sample size of at least 100 recipients per version to get statistically significant results.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">4.Measure the results. Track open rates, click-through rates, and reply rates.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">5.Implement the winning version. Send the better-performing version to the rest of your audience.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">6.Repeat. Continuous testing and optimization is the key to long-term email success.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-building-a-winning-sales-email-cadence\">Building a Winning Sales Email Cadence<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">A single email is rarely enough to convert a prospect. In most cases, you will need to send a series of emails  a sales cadence to nurture the relationship and move the prospect through the sales funnel. A well-designed cadence ensures that you stay top of mind without being annoying or intrusive.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">A typical sales email cadence for the financial services industry might look like this:<\/p>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><td>Day<\/td><td>Email Type<\/td><td>Purpose<\/td><\/tr><tr><td>Day 1<\/td><td>Introduction email<\/td><td>Introduce yourself and your company, and share a relevant resource.<\/td><\/tr><tr><td>Day 3<\/td><td>Follow-up email<\/td><td>Reference your first email and provide additional value.<\/td><\/tr><tr><td>Day 7<\/td><td>Value email<\/td><td>Share a case study, testimonial, or relevant insight.<\/td><\/tr><tr><td>Day 14<\/td><td>Check-in email<\/td><td>A brief, low-pressure check-in to see if the prospect has any questions.<\/td><\/tr><tr><td>Day 21<\/td><td>Break-up email<\/td><td>A final email that acknowledges the prospect may not be interested, and leaves the door open for future contact.<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><a href=\"https:\/\/www.investglass.com\/5-helpful-sales-email-tools-to-support-your-outreach\/\" rel=\"noreferrer noopener\" target=\"_blank\">InvestGlass<\/a> allows you to automate your sales cadences, ensuring that every prospect receives the right message at the right time, without requiring manual effort from your sales team. This is particularly valuable in the financial services industry, where compliance requirements and regulatory frameworks can make manual outreach time-consuming and error-prone.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-email-best-practices-for-the-financial-services-industry\">Email Best Practices for the Financial Services Industry<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">The financial services industry presents unique challenges and opportunities for sales email outreach. Here are some specific best practices to keep in mind.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-compliance-and-regulatory-considerations\">Compliance and Regulatory Considerations<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">In the financial services industry, all client communications must comply with relevant regulatory frameworks, including MiFID II in Europe and FINRA regulations in the United States. This means that your sales emails must be accurate, fair, and not misleading. You must also retain records of all client communications for a specified period.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><a href=\"https:\/\/www.investglass.com\/\" rel=\"noreferrer noopener\" target=\"_blank\">InvestGlass<\/a> is designed with compliance at its core. It provides built-in tools for tracking and archiving all client communications, ensuring that you can demonstrate compliance with regulatory requirements at any time. This gives you the confidence to communicate proactively with your prospects, knowing that your communications are fully compliant.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-building-trust-through-transparency\">Building Trust Through Transparency<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Trust is the foundation of any successful relationship in the financial services industry. Your sales emails should reflect this by being transparent, honest, and straightforward. Avoid making exaggerated claims or using high-pressure sales tactics. Instead, focus on providing genuine value and building a relationship based on mutual respect.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-data-privacy-and-security\">Data Privacy and Security<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">In an era of increasing data privacy concerns, it is essential that your sales emails comply with relevant data protection regulations, including GDPR in Europe. This means that you must have a legitimate basis for processing your prospects&#8217; personal data, and you must provide them with the option to opt out of future communications.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><a href=\"https:\/\/www.investglass.com\/\" rel=\"noreferrer noopener\" target=\"_blank\">InvestGlass<\/a> is a 100% Swiss sovereign CRM, hosted in Switzerland and fully compliant with GDPR and Swiss data protection laws. This means that your prospects&#8217; data is always secure, and you can communicate with confidence knowing that your data practices are fully compliant.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-conclusion-elevate-your-sales-emails-with-a-modern-approach\">Conclusion: Elevate Your Sales Emails with a Modern Approach<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">The phrase &#8220;please find attached&#8221; may seem harmless, but it is a missed opportunity to engage your prospects and move them closer to a sale. By adopting a more modern and strategic approach to your sales emails, you can cut through the noise, build stronger relationships, and achieve your sales goals.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">The key takeaways from this article are clear. Ditch the clich\u00e9s and use more direct and engaging language. Personalize your emails to show your prospects that you understand their needs. Embrace the power of video to build rapport and convey your message in a more personal way. Use a single, clear call to action to guide your prospects towards the next step. And leverage a powerful CRM like <a href=\"https:\/\/www.investglass.com\/crm-for-financial-services\/\" rel=\"noreferrer noopener\" target=\"_blank\">InvestGlass<\/a> to automate your outreach and optimize your campaigns.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">By implementing these strategies, you can transform your sales emails from a passive form of communication into a powerful tool for driving revenue and growing your business. The financial services industry is competitive, and the advisors and firms that communicate most effectively will be the ones that win.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-frequently-asked-questions-faqs\">Frequently Asked Questions (FAQs)<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">1. Is it ever acceptable to use &#8220;please find attached&#8221;?<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">While it is not a cardinal sin, it is a missed opportunity. In a world where every word counts, you are better off using a more direct and engaging alternative. The phrase is widely considered outdated and overly formal, and it does nothing to engage the reader or drive them towards the next step. Replacing it with one of the alternatives in this guide will immediately make your emails feel more modern and professional.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">2. What is the best way to send a large file?<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Instead of attaching a large file to an email, it is best to upload it to a cloud storage service like Google Drive or Dropbox and share the link. This will prevent your email from being blocked or sent to spam, and it will also allow you to track when the prospect opens the document. For financial services professionals, it is important to ensure that any cloud storage solution you use is compliant with relevant data protection regulations.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">3. How can I track whether a prospect has opened my attachment?<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">If you send a link to a cloud-based document, you can use a URL shortener like Bitly to track clicks. Many email automation platforms, including <a href=\"https:\/\/www.investglass.com\/5-helpful-sales-email-tools-to-support-your-outreach\/\" rel=\"noreferrer noopener\" target=\"_blank\">InvestGlass<\/a>, also offer built-in tracking features that allow you to see when a prospect has opened your email, clicked a link, or downloaded an attachment. This data is invaluable for timing your follow-up and tailoring your approach.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">4. What is the ideal length for a sales email?<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Shorter is almost always better. Aim for a concise and to-the-point message that can be easily scanned on a mobile device. Research suggests that emails between 50 and 125 words have the highest response rates. This may feel uncomfortably short at first, but the discipline of writing concisely will force you to focus on what truly matters and make your emails far more effective.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">5. How important is the subject line?<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">The subject line is arguably the most important part of your email. It is your one chance to grab the reader&#8217;s attention and persuade them to open your message. Keep it short, specific, and compelling. Avoid generic subject lines like &#8220;Introduction&#8221; or &#8220;Following up&#8221;  instead, try something more specific and intriguing, like &#8220;A question about your onboarding process&#8221; or &#8220;How [Competitor] reduced their compliance costs by 30%.&#8221;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">6. Should I use emojis in my sales emails?<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">It depends on your audience and your brand&#8217;s voice. In some cases, a well-placed emoji can add a touch of personality and warmth to your email. However, it is best to err on the side of caution and avoid them in more formal industries like finance. When in doubt, leave them out.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">7. How can I personalize my emails at scale?<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">A CRM with email automation features is the key to personalizing your emails at scale. <a href=\"https:\/\/www.investglass.com\/best-ai-email-generator-save-time-and-enhance-productivity\/\" rel=\"noreferrer noopener\" target=\"_blank\">InvestGlass<\/a> allows you to create personalized email templates and sequences that can be automatically sent to your prospects based on their behaviour and interests. By combining dynamic fields (such as first name, company name, and industry) with targeted content, you can send highly personalized emails to hundreds of prospects without sacrificing quality.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">8. What are some common sales email mistakes to avoid?<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Some common mistakes include using a generic subject line, failing to personalize your message, writing a long and rambling email, using passive voice and outdated phrases like &#8220;please find attached,&#8221; and not including a clear call to action. Another common mistake is sending too many emails too quickly, which can come across as pushy and damage your relationship with the prospect.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">9. How can I improve my email deliverability?<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">To improve your email deliverability, make sure you are sending from a reputable IP address, avoid using spammy words and phrases, and regularly clean your email list to remove inactive subscribers. It is also important to authenticate your domain with SPF, DKIM, and DMARC records, and to monitor your sender reputation using tools like Google Postmaster Tools.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">10. What is the best time to send a sales email?<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">There is no one-size-fits-all answer to this question. The best time to send a sales email depends on your industry, your target audience, and their daily routines. However, research generally suggests that Tuesday, Wednesday, and Thursday mornings tend to generate the highest open and response rates. Experiment with different sending times and track your results to see what works best for your specific audience.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Ditch the Clich\u00e9: 15+ Powerful Alternatives to &#8220;Please Find Attached&#8221; for High-Impact Sales Emails What You&#8217;ll Learn In the fast-paced world of sales, every word in your email counts. You have a limited window to capture your prospect&#8217;s attention, build rapport, and persuade them to take action. Yet, many sales professionals continue to rely on outdated and ineffective phrases that can undermine their efforts. One of the most common culprits is the ubiquitous &#8220;please find attached.&#8221; While seemingly polite and professional, this phrase is a relic of a bygone era of formal, passive communication. In today&#8217;s competitive landscape, where inboxes are overflowing and attention spans are shorter than ever, you [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":34914,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[13],"tags":[43,236,237],"class_list":["post-32327","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-article","tag-email-marketing","tag-email-subject-lines-for-sales","tag-sales-email"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.6.1 (Yoast SEO v27.7) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>15 Less Annoying Alternatives to &quot;Please Find Attached&quot; | InvestGlass<\/title>\n<meta name=\"description\" content=\"Explore 15 engaging alternatives to the phrase &quot;Please Find Attached&quot; to enhance your email communication.\" \/>\n<meta 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