They changed tools

Subject lines

• After the CRM switch at {{company}}(used in the template)
• After the CRM switch
• Your move to a new CRM

Follow-ups reply in the same thread, so they’re sent as “Re:” the first subject.

The sequence: 2 emails

1. Email 1 · day 1

   After the CRM switch at {{company}}

   Hi {{first_name}}, I saw in a recent job post that {{company}} has moved to a new CRM. A few months after a switch, the same two things usually surface: duplicate records the import didn't catch, and reports that quietly count things differently than the old system did. We clean those up for sales teams. Is either one showing up for you yet? {{sender_first_name}}

2. Email 2 · day 6 (5 days after the previous one, if there’s no reply)

   Re: After the CRM switch at {{company}}

   Hi {{first_name}}, A quick way to check: count the contacts with the same email address twice. If that number is small, you're in good shape and you don't need us. If it isn't, I'm happy to talk through how we'd fix it. {{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 data migration consultancy writing to companies that recently moved to a new CRM.

When to use it

When a public signal (job ads, case studies, their own announcement) shows a company switched a core tool. Switches leave clean-up work behind.

Why it works

• A recent switch is a real, time-bound reason to write.
• Clean-up work after a migration is easy to picture and rarely anyone's favourite job.
• The email names the source of your knowledge so it doesn't feel like surveillance.

How to adapt it

• Say where you learned about the switch, for example their job post or case study.
• Replace duplicate records and broken reports with the leftover work your service handles.