Subject:
Use a Forward of the Booking Service Confirmation
Body:
Hi {{Name}},
Thank you for scheduling an appointment. Attached is the “Understanding the Importance of Having an Estate Plan” Booklet.
Our firm is a Legacy Lock Licensee and I’m really looking forward to answering your questions and helping you complete your Estate Planning with our Attorney Vetted Software.
Explore the world’s first 100% cloud-based Estate Planning software platform, for free! Get your plan started today with our fully featured estate planning system and pay nothing until you are ready to print.
Get Started Here with my Legacy Lock 30 Day Free Trial.
Talk to you on {{Day, Date} via zoom if you would like to see my screen.
Name
BOOK WITH ME SOONER HERE
Phone
P. S. Feel free to call or email me with any questions.
Subject:
Let’s Try to Book Again – (use a forward of your Booking Service notification)
Body:
Hi {{Name}},
I attempted to connect today for your Estate Planning review via zoom, and phone, but was unable to reach you.
You may reschedule for another time that’s convenient on my calendar HERE.
Also, attached, you’ll find the Estate Planning Handbook to help you understand your options and the importance of having assistance in planning.
I hope to hear from you soon, and help you take care of planning for the future,
Name
Company
Phone
Subject:
Estate Planning Meetings Are Filling Up
Body:
Don’t forget to reschedule your Estate Planning appointment while there are still times open (Book with me here)
If there doesn’t seem to an option to your availability, you’re welcome to email me with some additional times that we may be able to work things around.
Hope to chat soon,
Name
Company
Phone
Booking Link
