Operations

Templates

Approved messaging by category and persona.

Event Follow-Up · v1

24h Event Follow-Up (SMS)

SMS

Hi {{first_name}}, thanks for joining us at {{event_name}}. Want a private 30-min review at no cost? Reply YES and we will send times. — E.A. Pinder

ActivePersona: Mr. Pinder VoiceApproval required

Event Follow-Up · v1

48h Soft Event Follow-Up (SMS)

SMS

Hi {{first_name}}, just a soft follow-up from {{event_name}}. No pressure — let me know if you would like to talk. — E.A. Pinder

ActivePersona: Mr. Pinder VoiceApproval required

Appointment · v1

Appointment Confirmation (Email)

Email

Subject: Your appointment with E.A. Pinder is set

Hi {{first_name}}, You are confirmed for {{appointment_at}} ({{appointment_type}}). Location/Zoom: {{appointment_location}}. Reply if you need to reschedule. Thank you, Donna

ActivePersona: Donna — Office ManagerApproval required

Appointment · v1

Appointment Reminder (SMS)

SMS

Hi {{first_name}}, friendly reminder: your appointment is {{appointment_at}}. Reply C to confirm or R to reschedule. — Donna

ActivePersona: Donna — Office ManagerApproval required

Review Request · v1

Google Review Request (SMS)

SMS

Hi {{first_name}}, glad we could help. If we earned it, would you share a quick review? {{review_url}} — E.A. Pinder

ActivePersona: Mr. Pinder VoiceApproval required

Referral Request · v1

Referral Request (SMS)

SMS

Hi {{first_name}}, our practice grows through clients like you. Anyone you trust who could use a no-pressure conversation? — E.A. Pinder

ActivePersona: Mr. Pinder VoiceApproval required

Birthday · v1

Birthday Greeting (Email)

Email

Subject: Happy birthday, {{first_name}}

Hi {{first_name}}, Wishing you a happy birthday from all of us at E.A. Pinder & Associates. Thank you, Donna

ActivePersona: Donna — Office Manager

Renewal / Annual Review · v1

Annual Review Reminder (Email)

Email

Subject: Time for your annual review

Hi {{first_name}}, It is time for your annual policy review. Reply with two times that work and we will lock it in. Thank you, Donna

ActivePersona: Donna — Office ManagerApproval required

Service Issue · v1

Service Issue Follow-Up (Email)

Email

Subject: Update on your policy service issue

Hi {{first_name}}, Following up on your recent service issue. Status: {{issue_status}}. We will keep you posted. Thank you, Donna

ActivePersona: Donna — Office ManagerApproval required