White-Label Outreach Sequence
Ready-to-use LinkedIn connection requests, email sequences, WhatsApp messages, follow-ups and closing scripts for selling branded accounting software and financial services.
The Sequence
Five Touch Types, Thirteen Messages
Copy, adapt and send. Each message is written for accountants and advisers who want to offer branded financial intelligence to their clients.
Channel 1
LinkedIn Outreach
Short, personalised and value-first. LinkedIn rewards brevity and relevance.
Hi [First Name], I help accounting firms launch a branded client dashboard and financial reporting portal without building software. Saw your work at [Firm Name] and thought it might be relevant — would love to connect.
Thanks for connecting, [First Name].
Quick question: are you currently sending clients manual reports, spreadsheets or dashboards after reviewing their bank statements?
We have built a white-label platform that lets firms offer branded bank statement analysis, cashflow scoring and PDF reports under their own name and domain. Happy to share a 60-second preview if useful.
Great — here is a preview of how it looks under a firm's own brand: [link to /white-label or demo video].
Most firms start with one client report to test the reaction. If your clients like the clarity, we can set up a branded workspace for your firm. Worth a 15-minute call this week?
Channel 2
Email Outreach
More context, clearer proof points and a direct call to action.
Subject: A branded dashboard for [Firm Name] clients?
Hi [First Name],
I am reaching out because [Firm Name] looks like the kind of practice that advises owner-managed businesses closely — and those clients often struggle to see the story behind their bank statements.
Empire AI runs a white-label financial intelligence platform. It lets firms like yours offer branded bank statement analysis, cashflow scoring, risk flags and PDF reports under your own logo, colours and domain.
No development. No revenue share. One flat monthly licence. Your clients see your brand; we handle the platform.
Worth a 15-minute call to see if it fits your client base? You can book a time here: [calendar link] or reply directly.
Best,
[Your name]
Subject: How [Peer firm] productised client reporting
Hi [First Name],
In case it is useful, here is what a typical firm does with the white-label platform:
- Uploads a client's bank statements and gets categorised income, expenses and subscriptions.
- Generates a branded PDF report with the firm's logo and contact details.
- Uses the report to start an advisory conversation — and charges a monthly clarity fee.
The whole loop takes a few minutes. The report is written for the client, so it can be handed over or used in a meeting.
Happy to send a sample report or a short loom walkthrough. Would either be useful?
Best,
[Your name]
Subject: Last follow-up — [Firm Name] white-label
Hi [First Name],
I will keep this short. I know white-label software is not always a priority, but when clients start asking for dashboards or a competitor launches a portal, the window to lead can close quickly.
If you would like to see what a branded portal would look like for [Firm Name], reply with "yes" and I will send over a mock-up by end of day.
If this is not the right timing, no problem — just let me know and I will check back in a few months.
Best,
[Your name]
Channel 3
WhatsApp Outreach
Conversational, short and respectful of attention. Best used after an existing relationship or warm intro.
Hi [First Name],
Great to connect earlier. You mentioned your team spends a lot of time turning bank statements into client reports. We have a white-label platform that does the analysis and branding automatically.
Worth a 10-minute preview? I can send a short video or jump on a call — whatever is easier.
Thanks [First Name].
Here is the preview: [link]. It shows how a firm's branded dashboard turns a bank statement upload into income, expenses, subscriptions and risk flags in under a minute.
Any questions, just reply. If it looks useful we can set up a branded workspace for [Firm Name] and test it with one client.
Nurture
Follow-Up Sequence
For prospects who opened, clicked or replied but have not yet committed.
Hi [First Name],
Just following up on my note about the white-label financial intelligence platform. I am not sure if it landed at a bad time, so I will keep this short.
The most common first step is a branded sample report for one of your clients. It takes about 5 minutes to set up and lets you see the reaction before committing to a licence.
Interested in trying it?
Hi [First Name],
One of the firms we work with started exactly where you are: great advisory team, strong client relationships, but reporting was still manual.
They launched a branded client portal, added a monthly clarity fee and turned what used to be a spreadsheet task into a revenue line. The setup took two days.
If you would like to see how they positioned it to clients, I can send over the one-page overview they use.
Hi [First Name],
I have reached out a few times and do not want to become a nuisance. If white-label financial software is not a focus right now, I completely understand.
If you would like me to check back in Q[1/2/3/4], just reply with a month and I will make a note. If not, thanks for your time and I will leave you in peace.
Close
Closing Messages
Two options depending on whether the prospect needs a soft next step or a direct decision.
Goal: a branded preview, not a signature
"[First Name], rather than talk in circles, the easiest next step is to build a branded preview for [Firm Name]. Upload your logo and colours, and we will have a client-ready dashboard mock-up within 48 hours. No licence needed to see it. If it feels right, we can activate. If not, you have a useful asset either way. Shall we do that?"
Goal: a signed licence and onboarding call
"[First Name], we have covered the dashboard, the reports, the portal and the pricing. The Starter licence is £49 a month and lets you test this with up to 50 clients. The application takes 5 minutes, and we can have your branded workspace live and your first client report generated by the end of the week. Are you ready to move forward?"
Trust & Safety
Empire AI is a software and analysis platform. It does not provide financial advice, execute trades, hold client deposits or promise investment returns. Your firm remains responsible for the advice and decisions you deliver to clients.
Founder Vision
Empire AI exists to give every adviser the tools of a product-led firm without the cost and risk of building software. Our white-label programme is how that vision scales — one branded workspace at a time.
Read the full visionUse the Sequence
Pair these messages with the demo script and pricing page to move prospects from first touch to signed licence.