Fractional finance lead

Subject lines

• Between a bookkeeper and a CFO(used in the template)
• Between a bookkeeper and a CFO
• Finance help for {{company}}

The email

1. Email 1 · day 1

   Between a bookkeeper and a CFO

   Hi {{first_name}}, Companies at {{company}}'s stage often sit in an awkward gap: the bookkeeper keeps the records, but nobody owns the forecast or the board pack. I work as a part-time finance lead for a handful of startups, usually two days a month each. Is that a gap for you at the moment? {{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 a fractional CFO writing to founders of growing startups.

When to use it

For founders of companies big enough to need forecasting and board reporting, but not a full-time finance leader.

Why it works

• 'Too big for a bookkeeper, too small for a CFO' is a stage many founders recognise.
• Naming specific deliverables (forecast, board pack) makes it concrete.

How to adapt it

• List the work you actually do for clients.