Accountability

The timeline

1. Right after booking

   Hi {name}, I'm {my_name} from {partner}. I've just sent you an email with all the details for our video call via Google Meet. Can you confirm your availability for our meeting on {date} at {time}? Talk soon 🙂

2. Right after booking

   Confirming our video call with {partner} & a few things before we chat · <p>Hi {name},</p><p><br></p><p>I'm confirming our video call scheduled for {date} at {time}.</p><p><br></p><p>Here's your link to join: {meet_link}</p><p><br></p><p><strong><u>Can you confirm you'll be there?</u></strong></p><p><br></p><p>To make our conversation as productive as possible, here are a few resources worth checking out beforehand:</p><p><br></p><p>If you're new to {partner}:</p><p></p><ul><li><p>Learn about {partner}'s approach</p></li><li><p>Explore the program</p></li></ul><p><br></p><p>Meet the team:</p><p></p><ul><li><p>Who we are</p></li></ul><p><br></p><p>Just take a few minutes to browse — it'll help you get a better sense of what we do and prepare any questions you might have.</p><p><br></p><p>I also recommend finding a quiet spot so we can make the most of our time together.</p><p><br></p><p>Looking forward to meeting you!</p>

3. D-3

   Hi {name}, getting ready for our meeting on {date}. Looking forward to discussing your {product} goals. Have a great day 🙂

4. D-1

   Hi {name}, quick reminder about our meeting tomorrow at {time}. Still works for you?

{variables} are filled automatically with the lead’s first name and the appointment date and time.

What the lead receives