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Accountants, lawyers and advisors

Reach the right firms without sounding like a mass mailing

Trust is the product. A letter from a firm has to be accurate, modest and clearly from a real person there.

Set boundaries first

The brief has a boundaries field. Write what must never be said: no guarantees, no outcomes, no named clients. The judge checks every letter against it and holds any that fail.

A held letter shows what the judge objected to.
A held letter shows what the judge objected to.

Approve while you are getting comfortable

Turn on approve-before-send for a campaign and every letter waits for you. Most firms turn it off once they trust the brief, but the choice is per campaign.

Approve or discard held letters in bulk.
Approve or discard held letters in bulk.

Use a real signature

Each mailbox has a sender name and signature, and a campaign can use its own. Letters end with the person, their firm and nothing else.

Signature and sender name per mailbox.
Signature and sender name per mailbox.

Your checklist

  1. Write the boundaries before anything else.
  2. Turn on approve-before-send at first.
  3. Use mailboxes in partners' real names.
  4. Review the first week by hand.

Screens show a fictional workspace with example data.

Start with 10 mailboxes Next guide: Write something useful, not something frightening
Reach the right firms without sounding like a mass mailing · StackOutreach