Consulting: small diagnostic first
A consultant offers a short, fixed-scope diagnostic as a low-risk first step before any larger engagement.
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Subject lines
- A two-day look at your operations(used in the template)
- A two-day look at your operations
- A small first step
Follow-ups reply in the same thread, so they’re sent as “Re:” the first subject.
The sequence: 2 emails
Email 1 · day 1
A two-day look at your operations
Hi {{first_name}}, I'm an operations consultant. Before any larger project, I do a two-day diagnostic: I walk the floor, talk to shift leads, and write a short report with the three changes I'd prioritise. Some clients take the report and run with it themselves, and that's fine. Would that be of interest for {{company}}? {{sender_first_name}}
Email 2 · day 7 (6 days after the previous one, if there’s no reply)
Re: A two-day look at your operations
Hi {{first_name}}, If you'd like to see what the report looks like first, I can send an anonymised example. {{sender_first_name}}
{{first_name}} and similar are filled from each lead; after a “|” is the text used when the field is empty. Written for an operations consultant writing to COOs of mid-sized manufacturers.
When to use it
When your full engagement is big and you need a smaller first step to earn trust.
Why it works
- A small, fixed scope is much easier to agree to than an open engagement.
- Saying they can stop after the diagnostic makes it genuinely low-risk.
- Describing what the output is (a short report) makes it tangible.
How to adapt it
- Describe your actual diagnostic offer, how long it takes and what they get.
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