First-contact templates for new businesses

Before you send anything

• Never make it look official. No seals, no "notice," no "compliance" or "annual report" wording. New owners get a lot of mailers dressed up as state notices, and they toss them. Say plainly who you are and that you're a local business.
• Email: follow CAN-SPAM. Use your real name and business, an honest subject line, your postal address, and an easy way to opt out. Honor opt-outs fast.
• Calls and texts: follow the TCPA and Do Not Call rules. The list has no phone numbers. If you look one up, check the rules before you dial or text.
• Mail and drop-bys work well with this list, because it has mailing and principal addresses. Mail to rows flagged "likely local" first.

1. Letter or postcard: insurance agent

Mail to the mailing address on the row.

Hi [Owner name or "there"],

Congratulations on starting [Business name]. I saw the new filing with the
Idaho Secretary of State and wanted to say hello. I'm [Your name], an
independent insurance agent in [Town].

New businesses usually need a few things sorted early: general liability,
a business auto policy if you drive for work, and workers' comp once you
hire. I'm happy to look over what you have or quote it fresh. No pressure
and no cost to ask.

[Your name] | [Agency] | [Phone] | [Email]
[Agency postal address]

2. Letter: CPA, bookkeeper or tax preparer

Hi [Owner name or "there"],

Congratulations on forming [Business name]. I'm [Your name], a
[CPA / bookkeeper] in [Town], and I work with a lot of new [LLCs / corporations].

The first year is when a few early decisions save the most money later:
how you set up your books, whether an S-corp election makes sense, and
what to set aside for quarterly taxes. If you'd like a free 20-minute
call to get those right, just reply or call.

[Your name] | [Firm] | [Phone] | [Email]
[Firm postal address]

3. Email: web design or marketing

The list has no email addresses. Use one the business publishes itself (its website or social profile), and follow CAN-SPAM.

Subject: Quick idea for [Business name]

Hi [Owner name],

Congrats on getting [Business name] going. I'm [Your name] with
[Studio] here in [Town]. I build simple websites and Google Business
Profiles for new local businesses, so customers can find you from day one.

If it's useful, I'll send three quick ideas for getting found in
[Town], free. Just reply "ideas."

[Your name] | [Studio] | [Phone]
[Studio postal address]
Not interested? Reply "no thanks" and I won't email again.

4. Letter: card processing or banking

Hi [Owner name or "there"],

Congratulations on starting [Business name]. I'm [Your name] with
[Company] in [Town]. Most new businesses need two things right away:
a business account and a way to take cards.

If you want, I'll put the costs side by side with what you're looking
at now, in plain numbers. Call or text [Phone], or stop by [Address].

[Your name] | [Company] | [Phone] | [Email]

5. Drop-by or phone opener

"Hi, I'm [Your name] with [Company] here in [Town]. I noticed [Business name]
just got started and wanted to introduce myself in person. I help new
businesses with [what you do]. Is there a good time for a five-minute
chat, or should I leave my card?"

A simple follow-up rhythm

• Day 1: letter or postcard.
• About a week later: one follow-up (a short email if they publish one, or a second card).
• Then stop, or move them to an occasional newsletter only if they said yes.

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