Operations
Approved messaging by category and persona.
Event Follow-Up · v1
24h Event Follow-Up (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
Event Follow-Up · v1
48h Soft Event Follow-Up (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
Appointment · v1
Appointment Confirmation (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
Appointment · v1
Appointment Reminder (SMS)
Hi {{first_name}}, friendly reminder: your appointment is {{appointment_at}}. Reply C to confirm or R to reschedule. — Donna
Review Request · v1
Google Review Request (SMS)
Hi {{first_name}}, glad we could help. If we earned it, would you share a quick review? {{review_url}} — E.A. Pinder
Referral Request · v1
Referral Request (SMS)
Hi {{first_name}}, our practice grows through clients like you. Anyone you trust who could use a no-pressure conversation? — E.A. Pinder
Birthday · v1
Birthday Greeting (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
Renewal / Annual Review · v1
Annual Review Reminder (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
Service Issue · v1
Service Issue Follow-Up (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