✅ Action Timing: Follow up the next day.
These are people who had an Initial Discussion with you or your team at the event. You’ve already built trust—strike while the iron is hot!
🚀 Text Message Script: "Hi [Name], it was great seeing you at the Medicare event! When’s a good time for us to connect? Let me know! — [Your Name]"
If no response within 24 hours, call them. Still no answer? Send this email:
📧 Email Template
Subject: Great to See You!
Hi [Name], It was such a pleasure having you at our Medicare education event! When would be a good time for us to connect and go over your next steps? Looking forward to hearing from you! — [Your Name]
Using Launchpad? These messages can be sent via preloaded templates and automated reminders.
Not using Launchpad? Save your templates in Gmail and use a notes app for quick SMS copy/paste.