Warm Introduction
Connecting a Client to Pilot
Subject: Intro — [Client] ↔ Pilot
Hi [Client],
I wanted to introduce you to Pilot — they're the #1 bookkeeping service for startups. They pair you with a dedicated US-based bookkeeper, give you real-time dashboards, and handle tax prep too.
I'm CC'ing [Pilot Contact] who can walk you through it. No pressure — just thought it'd be worth a chat.
Best, [Your Name]
Cold Outreach
Introducing Pilot to a Prospect
Subject: Quick question about your books
Hi [Name],
I help growing businesses get their financials running smoothly. I partner with Pilot — #1 on G2, 3,000+ clients, backed by Sequoia. Bookkeeping, tax, and CFO services starting at $169/mo, no lock-in.
Open to a quick intro call?
[Your Name]
Follow-Up
After Initial Conversation
Subject: Following up — Pilot for [Company]
Hi [Name],
Circling back on our chat about getting your financials sorted. Pilot onboards in ~2 weeks and it's month-to-month, so no risk to try.
Want me to set up a 15-min intro?
[Your Name]