,
[[User Last Name]]
Messaging Strategies
66 Quote and Estimate Follow-up Templates to Increase Close Rates
Use these quote and estimate follow-up templates for text and email to increase your close rates.
If you want to turn conversations into revenue, you need to get your leads and customers to respond in the first place. There are three keys to getting a response: Reaching out across multiple channels, reaching out over the course of several days, and saying the right thing. This is why Hatch exists, as it automates this kind of outreach.
But that still begs many questions, like...
- How many days should you reach out before giving up?
- Should you reach out every single day?
- When should you use text? When should you use email?
- Is it okay to send both a text and an email on the same day?
- What should you say?
And oftentimes, the best practices for the above questions are somewhat counterintuitive. This is why we have campaign templates.
Use these templates to engage your contacts across the entire customer journey, from lead to prospect to loyal customer.
Notes on these templates
- These are available right inside Hatch, but we've included them below for easy reference.
- We encourage you to modify the templates to your liking, but be sure to stick to these best practices to ensure optimal performance.
- Hatch users, to download these templates into a doc that you can edit, head to our KB Page
- Non Hatch users, you can still use these templates, but you will have to manually input the bracketed content.
Table of contents
Lead Outreach Message Templates
Sales Follow-Up Message TemplatesCustomer Experience Message Templates
- Accounts Receivable
- Upcoming Appointment Reminder
- Appointment Confirmation (not in app)
- Schedule Installation
Nurture Message Templates
- Nurture - Canceled Appointments
- Nurture - Dead - Open Estimate
- Nurture - Dead - Never Booked Appointment
- Nurture - Previous Customer
Recurring Service and Membership Message Templates
- Membership Auto-Renewal Reminder
- Join Membership
- Expiring Membership
- Expired Membership
- Schedule Recurring Service
Lead outreach campaign templates
Beat your competitors to leads and book more appointments.
1. Hatch Chat
Engage contacts who have requested text outreach through your website.
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Launch - text |
Hi [[Contact First Name]], this is [[User First Name]] with [[Details Company Name]]. Thanks for texting us! Can you tell me more about what you need help with? Reply END to stop texts. |
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Day 2 - text |
10am Thanks again for texting us the other day. I didn’t hear back from you, text me back with what you need, I'm here to help. |
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Day 3 - text |
11:15am Hi [[Contact First Name]], it's [[Details Company Name]]. Text me back when you have some time so I can help you out! |
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Day 5 - text |
9am Hi [[Contact First Name]], it's [[Details Company Name]]. If you ever need help with anything, text me at this number! |
2. Home show or conference
Follow up with leads from a home show or conference.
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Launch - text |
Hi [[Contact First Name]], it's [[User First Name]] from [[Details Company Name]]. Great meeting you at the home show! Are you looking to get any work done in the next couple of months? Reply END to stop texts. |
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Day 2 - text |
10am I'm setting aside time this week to connect with people I met at the home show. Do you have time to talk? |
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Day 4 - text |
11:15am Are you looking to get any work done this year, or should I stop reaching out for now? |
3. Speed to lead message template
Engage new leads instantly (from your website, Angi, and other lead sources.).
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Launch - text |
Hi [[Contact First Name]], it's [[User First Name]] with [[Details Company Name]]. I got your information from the form you submitted. Text me back with what you are looking for! Reply END to stop texts. |
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Launch - email |
Subject line: Thanks for inquiring with [[Details Company Name]] Hi [[Contact First Name]], I got your information from the form that you submitted online. I'd love to learn more about your request, or get you scheduled for an appointment. Please email me back the details! Talk soon, [[User First Name]] [[User Last Name]] [[Details Company Name]] |
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Day 2 - text |
10am Hi [[Contact First Name]]. I haven’t heard back since you submitted your form. Text me back with the details. |
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Day 3 - email |
11am Subject line: [[Contact First Name]] - reminder about your request! [[Contact First Name]], I haven't heard back yet regarding the request you submitted. Can you email me back the details of what you want to do? Thank you, [[User First Name]] [[User Last Name]] |
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Day 3 - text |
Hi [[Contact First Name]]. Are you still looking to get work done? Text me back with details, I would love to help. |
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Day 4 - text |
Hi [[Contact First Name]] - Following up again on the form you submitted - are you still interested? I would love to help! |
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Day 5 - text |
Hi [[Contact First Name]] Reaching out one last time - would you prefer a phone call? |
Sales follow-up campaign templates
Seize more opportunities and close more deals.
4. Canceled Appointments
Reach out to canceled prospects to reschedule their estimate.
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Launch day text |
10:00am Hi [[Contact First Name]]! This is [[User First Name]] with [[Details Company Name]]. Your appointment with us got canceled, and I'd love to get you back on the calendar. What day works best for you? Reply END to stop texts. |
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Launch day email |
10:30am Subject line: Reschedule your appointment with [[Details Company Name]] Hi [[Contact First Name]] I saw that you recently canceled an appointment with us. Is your project still on the table? If so, I'm happy to reschedule you and get the ball rolling. Let me know! [[User First Name]] [[User Last Name]] [[Details Company Name]] |
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Day 2 text |
11:00am When is a better day/time to get you on the books? |
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Day 3 text |
10:00am Hi again, [[Contact First Name]]. Are you interested in rescheduling your appointment? |
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Day 5 text |
2:00pm Before I close this out, reaching out one more time to see if we can reschedule your appointment. When works for you? |
5. Appointment Follow-Up - Feedback Approach
Engage prospects after their appointment/estimate.
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Launch day text |
10:00am Hi [[Contact First Name]]! This is [[User First Name]] with [[Details Company Name]]. I want to follow up on your recent appointment. How did everything go? Reply END to stop texts. |
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Launch day email |
10:30am SL: [[Contact First Name]], how’d it go? Hi [[Contact First Name]], [[User First Name]] here from [[Details Company Name]]. Thanks for having us out! How did everything go during your visit? Do you have any feedback or questions I can help answer? Best, [[User First Name]] [[User Last Name]] [[Details Company Name]] |
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Day 2 text |
Hey [[Contact First Name]], checking in again to see how your appointment went. Do you have any questions or feedback? |
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Day 4 text |
10:00am Hi [[Contact First Name]], I just want to make sure we met your expectations. A yes or no is perfectly fine! |
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Day 4 email |
10:15am SL: [[Contact First Name]], [[Details Company Name]] Feedback Hi [[Contact First Name]], It's [[User First Name]] at [[Details Company Name]]. Typically, people don't get back to us for one of the below reasons:
I'm happy to work with you to better understand what it will take to earn your business. Is one of the above affecting your response ? Thank you, [[User First Name]] [[User Last Name]] [[Details Company Name]] |
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Day 5 text |
11:00am Is your project still on the table, [[Contact First Name]]? |
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Day 7 text |
10:45am Hi [[Contact First Name]],are you still looking to get your project done soon, or should I touch base in a few months? |
6. Estimate Follow-Up
Follow up directly on an estimate you provided.
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Launch day text |
10:00am Hi [[Contact First Name]]! This is [[User First Name]] with [[Details Company Name]]. Do you have any questions on the estimate we sent over? Reply END to stop texts. |
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Launch day email |
10:30am SL: [[Contact First Name]], how can I help? Hi [[Contact First Name]], [[User First Name]] here with [[Details Company Name]]. It was great to meet you in our recent appointment, thanks for giving us the opportunity to earn your business! Do you have any questions on the estimate we sent over? [[User First Name]] [[User Last Name]] [[Details Company Name]] |
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Day 2 |
Skip |
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Day 3 text |
10:30am Hey [[Contact First Name]], let me know if you have everything you need to make an informed decision. |
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Day 4 text |
10:00am Hey [[Contact First Name]], [[User First Name]] again, checking in on your estimate. I’m happy to talk through any questions or concerns you have—let me know how I can help! |
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Day 4 email |
10:15am SL: Your estimate with [[Details Company Name]] Hi [[Contact First Name]], It's [[User First Name]] again from [[Details Company Name]]. I haven’t heard from you since we provided your estimate. Is it for any of these reasons?
I'm happy to work with you on any of these—we want to earn your business! Thank you, [[User First Name]] [[User Last Name]] [[Details Company Name]] |
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Day 5 text |
11:00am Is your project still on the table, [[Contact First Name]]? |
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Day 7 text |
10:45am Hi [[Contact First Name]], are you still looking to get your project done soon, or should I touch base in a few months? |
Customer experience campaign templates
Keep customers informed and engaged, to increase satisfaction, loyalty, and retention.
7. Accounts Receivable
Reach out to customers for payments.
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Launch day - text |
9:30am Hi [[Contact First Name]]. [[User First Name]] from [[Details Company]] here. We are ready to collect payment for your completed service. You can pay by calling or online through this link: [[Details Link]]. Thanks! Reply END to stop texts. |
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Launch day - email |
2:30pm Subject line: Your Payment is Due Hi [[Contact First Name]] - [[User First Name]] from [[Details Company]] here. We are ready to collect payment for your completed service. You can pay by calling or online through this link: [[Details Link]]. Thanks! [[User First Name]] |
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Day 2 |
skip |
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Day 3 - text |
10:00am Hi again [[Contact First Name]], this is [[User First Name]] from [[Details Company]] here. Reminding you that your payment is due. Please either give me a call to resolve your payment, or you can pay online through this link: [[Details Link]]. |
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Day 4 |
skip |
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Day 5 - text |
10:00am [[Contact First Name]], your payment to [[Details Company]] is due. Please either give me a call to make a payment, or you can pay online through this link: [[Details Link]]. |
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Day 6 - email |
10:00am Subject line: Reminder: Your Payment to [[Details Company]] Hi [[Contact First Name]] - We have not had luck getting in touch with you to resolve your balance for your completed service. Are there questions I can answer for you? Please call or email us if there are questions or concerns. If you're able to make the payment online, here's a link to do so: [[Details Link]] Thanks! [[User First Name]] |
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Day 6 - text |
10:00am Hi [[Contact First Name]]. We haven't heard back from you to collect payment on your completed service. When can we get this resolved? Call me when you get a chance. |
8. Upcoming Appointment Reminder
Remind customers about their upcoming appointment
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Launch day - text |
9:00am Hi [[Contact First Name]], it's [[User First Name]] from [[Details Company Name]]. Just sending a reminder about your upcoming appointment - we are excited to see you! Reply END to stop texts. |
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Launch day - email |
9:00am Appointment Reminder with [[Details Company Name]] Hi [[Contact First Name]], Just sending a quick reminder about your upcoming appointment. Please let me know if you have any questions or need to reschedule. We're excited to see you soon! Thanks, [[User First Name]] [[Details Company Name]] |
9. Appointment Confirmation*
*This template is not in Hatch because the appointment date/time snippet varies depending on your CRM. If you want to use it, work with your Account Manager to identify the right snippet.
Ensure clients their appointment is booked.
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Launch day - text |
9:00am Hi [[Contact First Name]], thank you for scheduling your appointment with [[Details Company Name]] on [[THIS SNIPPET VARIES BY CRM - IDENTIFY WITH YOUR ACCOUNT MANAGER]]. If you have any questions, let us know! Reply END to stop texts. |
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Launch day - email |
9:00am Appointment Confirmed with [[Details Company Name]] Hi [[Contact First Name]], Thank you for scheduling your appointment with [[Details Company Name]] on [[THIS SNIPPET VARIES BY CRM - IDENTIFY WITH YOUR ACCOUNT MANAGER]]. If you have any questions, you can call, text, or email us. We look forward to seeing you! Best, [[User First Name]] [[Details Company Name]] |
10. Schedule installation template
Inform customers that their product has come in and that it's time to schedule the install.
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Launch day - text |
10:00am Hi [[Contact First Name]], it's [[User First Name]] from [[Details Company Name]]! Great news, your products will be arriving soon, so I can go ahead and schedule the installation. What day/time works for you? Reply END to stop texts. |
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Launch day - email |
10:30am Subject line: [[Contact First Name]] - Your Order Is Ready Hi [[Contact First Name]], Your products from [[Details Company Name]] should be here within the next few days, so let's schedule a day and time for the installation to begin. What day works best for you? Best, [[User First Name]] [[User Last Name]] [[Details Company Name]] |
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Day 3 text |
10:15am Hi again - quick reminder to contact us to get scheduled for installation. We're eager to get your job started! |
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Day 3 email |
10:30am Subject line: Reminder - Your Order Is Ready Hi [[Contact First Name]], Reminding you that your installation is ready to be scheduled. Give me a call or shoot over a text/email with your availability. We look forward to starting your project! Thanks, [[User First Name]] [[User Last Name]] [[Details Company Name]] |
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Day 5 - text |
11:00 am Hi [[Contact First Name]]. Did you have a date in mind to start your installation? |
Nurture campaign templates
Reach out to aged leads or past customers in your database to drum up new opportunities.
11. Nurture - Canceled Appointments
Re-engage old leads who canceled their appointments.
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Launch day text |
1:45pm Hi [[Contact First Name]], it's [[User First Name]] from [[Details Company Name]]. We never met on the project you inquired about a while back. Are you still interested in getting work done? Reply END to stop texts. |
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Launch day email |
2:30pm Subject line: Your canceled appointment with [[Details Company Name]] [[Contact First Name]], You inquired about an appointment in the past, and we were never able to meet with you. Did you complete this project, or does it make sense for us to reconnect and schedule an appointment? Thanks, [[User First Name]] [[User Last Name]] [[Details Company Name]] |
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Day 3 text |
2:00pm Are you interested in us taking a look at the project you inquired about in the past? |
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Day 6 text |
2:00pm Circling back one last time! Did you want to talk to a specialist about your project? |
12. Nurture - Dead - Open Estimate
Reach out to aged leads who never responded to your estimate.
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Launch day - text |
1:45pm Hi [[Contact First Name]], it's [[User First Name]] with [[Details Company Name]]. We never got the opportunity to discuss your estimate. Are you still looking to get this project done? Reply END to stop texts. |
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Launch day - email |
2:30pm Subject line: [[Contact First Name]], still looking to complete your project? Hi [[Contact First Name]], I hope you're doing well! We never got the opportunity to finalize your estimate. Could you let us know your current thoughts on it? Looking forward to hearing from you, [[User First Name]] [[User Last Name]] [[Details Company Name]] |
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Day 2 |
skip |
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Day 3 - text |
2pm Just checking in to see if you received my last message. When would be a good time for you to discuss the estimate we provided? |
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Day 4 |
skip |
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Day 5 |
skip |
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Day 6 - text |
1:15pm I would love the opportunity to review the estimate we provided with you. Do you have time this week to discuss it? |
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Day 8 - text |
11am Hey [[Contact First Name]], before I close this out, is this project something you’d like to revisit in the future? |
13. Nurture - Dead - Never Booked Appointment
Reach out to aged leads who never booked an appointment.
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Launch day - text |
1:45pm Hi [[Contact First Name]], it's [[User First Name]] from [[Details Company Name]]. We never got around to scheduling an estimate for you. Are you still looking to get work done? Reply END to stop texts. |
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Launch day - email |
2:30pm Subject line: [[Contact First Name]], still looking to complete your project? Hi [[Contact First Name]], I hope you're doing well! We never got around to scheduling an estimate for you. Are you still looking to get work done? Looking forward to hearing from you, [[User First Name]] [[User Last Name]] [[Details Company Name]] |
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Day 2 |
skip |
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Day 3 - text |
2pm Hi [[Contact First Name]], are you still looking to get an estimate on your project? I’d be glad to get you scheduled. |
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Day 4 |
skip |
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Day 5 |
skip |
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Day 6 - text |
1:15pm Hey [[Contact First Name]], before I close this out, is this project something you’d like to revisit in the future? |
14. Nurture - Previous Customer
Reach out to past customers about new projects .
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Launch day - text |
1:45pm Hi [[Contact First Name]], it's [[User First Name]] from [[Details Company Name]]. We enjoyed working with you in the past! Do you have any new projects coming up that we can help with? Reply END to stop texts. |
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Launch day - email |
2:30pm Subject line: [[Contact First Name]], another project? [[Contact First Name]], I hope you've been well since we completed your last project! We enjoyed working with you, so I'm reaching out to see if you have any additional projects coming up that we can help with? Let me know! [[User First Name]] [[User Last Name]] [[Details Company Name]] |
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Day 2 |
skip |
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Day 3 - text |
2pm Circling back around to see if you have upcoming projects we can help with. I’m happy to jump on a quick call - are you free this week? |
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Day 3 - email |
2:30pm Subject line: [[Contact First Name]], what’s next? [[Contact First Name]], Checking in once more to see if you have any new projects on your mind that we can help with. We value our past customers and would love to talk more about what's next. What day/time works best to catch up? Thank you, [[User First Name]] [[User Last Name]] [[Details Company Name]] |
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Day 4 |
skip |
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Day 5 - text |
1:00pm I'm going to close this out. Please reach out in the future if you're interested in working on another project with us! |
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Day 5 - email |
1:15pm [[Contact First Name]] - keep us in mind! Hi [[Contact First Name]], I haven't heard back from you, so I'll go ahead and close this out. Please reach out in the future when you're ready to discuss another project! Best, [[User First Name]] [[Details Company Name]] |
Review & Referral Campaign Templates
Ask satisfied customers to spread the word about your business.
15. Referrals
Tell satisfied customers about your referral program.
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Launch - text |
2:30pm Hi [[Contact First Name]], it's [[User First Name]] from [[Details Company Name]]. Thank you for being our customer! We have a referral program for referring friends and neighbors - do you know anyone we can help? Reply END to stop texts. |
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Launch - email |
2:30 pm Subject line: Refer us and save! Hi [[Contact First Name]], it's [[User First Name]] from [[Details Company Name]]. Thank you for being our customer! As referrals are a huge help to us, I wanted to let you know that we have a referral program. Do you have any friends or neighbors who could benefit from our services? Email back any questions you have! Best, [[User First Name]][[User Last Name]] [[Details Company Name]] |
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Day 3 - text |
10am Hi [[Contact First Name]], [[User First Name]] here once more from [[Details Company Name]]. Do you want me to send over the details of our referral program?. |
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Day 7 - email |
2:30 pm Subject line: Refer us and save! Hi [[Contact First Name]], it's [[User First Name]] once more from [[Details Company Name]]. We really appreciate your business, and wanted to let you know one last time that you get perks for referring friends and family to us! Call, email, or simply refer a customer to us to learn more! Best, [[User First Name]][[User Last Name]] [[Details Company Name]] |
16. Reviews
Share a link with customers to leave a review.
NOTE: There is not a snippet in Hatch for your review link, so you must add this manually.
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Launch day - text |
1:45pm Hi [[Contact First Name]], it's [[User First Name]] from [[Details Company Name]]! Thank you for choosing us! Would you be open to writing a quick review for us? Here is the link: [[YOU MUST MANUALLY INSERT LINK HERE]] Thank you in advance! Reply STOP to stop texts. |
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Launch day - email |
2:30pm Subject line: [[Contact First Name]], leave us a review? Hi [[Contact First Name]], Reviews don’t just help us, they also help future customers like you to feel confident in choosing a service provider. If you had a positive experience with us, would you take a minute to leave a quick review? You can do so at this link: [[YOU MUST MANUALLY INSERT LINK HERE]] Thank you in advance! [[User First Name]] [[User Last Name]] [[Details Company Name]] |
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Day 2 |
skip |
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Day 3 - text |
11:00am Hi [[Contact First Name]], [[User First Name]] here again from [[Details Company Name]]! Reviews mean a lot to us! If you have 45 seconds to leave a sentence or two, we’d be so appreciative. Here is the link: [[YOU MUST MANUALLY INSERT LINK HERE]] Thank you in advance! |
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Day 5 - email |
11:00am Subject line: Leave a review for [[Details Company Name]] Hi [[Contact First Name]], [[User First Name]] here again from [[Details Company Name]]! Reviews mean a lot to us! If you have 45 seconds to leave a sentence or two, we’d be so appreciative. Here is the link: [[YOU MUST MANUALLY INSERT LINK HERE]] Thank you in advance! [[User First Name]] [[User Last Name]] [[Details Company Name]] |
17. Feedback
Ask customers for feedback on a completed project.
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Launch - text |
2pm Hi [[Contact First Name]], this is [[User First Name]] with [[Details Company Name]]. Thanks for choosing us for your project! On a scale of 1-5, how would you rate your experience? Reply STOP to stop texts. |
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Launch - email |
3pm Subject line: [[Contact First Name]] - share your feedback! Hi [[Contact First Name]], I hope everything went well with your recent project. On a scale from 1-5, how would you rate your recent experience with us? We’re always looking to improve, so I'd be so appreciative of any feedback you have. Thanks! [[User First Name]] [[User Last Name]] [[Details Company Name]] |
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Day 3- text |
12pm Hi [[Contact First Name]], I hope you’re satisfied with your [[Details Company Name]] experience! On a scale from 1-5, how would you rate your experience? |
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Day 5 - text |
12pm Hi again, [[Contact First Name]]. I'm always looking for feedback and ways to improve. How was your recent experience with us? |
Recurring service and membership campaign templates
Increase retention and loyalty with maintenance services.
18. Membership Auto-Renewal Reminder
Remind membership customers that their membership will renew soon.
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Launch - text |
9am Hi [[Contact First Name]], this is [[User First Name]] for [[Details Company Name]]. This is your annual reminder that your Membership is set to renew soon. Thank you for choosing us for your project needs! Reply END to stop texts. |
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Launch - email |
9:30 am Subject line: Your maintenance plan is set to renew soon Hi [[Contact First Name]], This is [[User First Name]] for [[Details Company Name]], letting you know that your annual Maintenance Plan is set to renew soon. Thank you for choosing us for your home maintenance needs.
[[User First Name]] [[User Last Name]] [[Details Company Name]] |
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Day 3 - text |
1pm Hi [[Contact First Name]], just reminding you once more that your annual Membership is set to renew soon. Thank you for choosing [[Details Company Name]]! Reply STOP to stop texts. |
19. Join Membership
Promote your membership program to current customers.
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Launch - text |
9am Hi [[Contact First Name]], it’s [[User First Name]] with [[Details Company Name]]. As a thank you for your loyalty, we would like to offer our Membership Program to you! Do you want me to share more details on this service? Reply END to stop texts. |
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Launch - email |
9:30 am Subject line: Save on costs with our Membership Program Hi [[Contact First Name]], This is [[User First Name]] with [[Details Company Name]]. Regular maintenance can extend equipment life, prevent costly repairs, and lower your energy bills. Is joining our Membership Program something you might be interested in? Email back with any questions. Thank you for your business! [[User First Name]] [[User Last Name]] [[Details Company Name]] |
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Day 3 - text |
1pm Hi [[Contact First Name]], our Maintenance Program extends equipment life, prevents costly repairs, and lowers energy bills. Are you interested? |
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Day 5 - text |
1pm Just checking in one last time, as our Maintenance Program is a great way to get the most out of your investment with us. Do you want someone to reach out to you about it? |
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Day 5 - Email |
1pm Subject line: Maintenance program? Hi [[Contact First Name]], [[User First Name]] here again with [[Details Company Name]]. I wanted to ping you one last time about our Maintenance Program, as it can help lower your costs in the long run. Do you want someone to reach out to you about it? Email back with any questions. As always, thank you for your business! [[User First Name]] [[User Last Name]] [[Details Company Name]] |
20. Expiring Membership
Encourage membership customers to renew before expiration.
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Launch - text |
9am Hi [[Contact First Name]]! This is [[User First Name]] at [[Details Company Name]]. Your membership is set to expire within the month. Are you signing up for another year of service with us? Reply STOP to stop texts. |
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Launch - email |
9:30 am Subject line: Renew your membership with [[Details Company Name]] Hi [[Contact First Name]]! This is [[User First Name]] at [[Details Company Name]]. I'm reaching out to let you know your membership is set to expire within the month. Are you signing up for another year of service with us? Best, [[User First Name]] [[User Last Name]] [[Details Company Name]] |
21. Expired Membership
Encourage expired membership customers to renew.
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Launch - text |
9am Hi [[Contact First Name]]! This is [[User First Name]], the Membership Coordinator for [[Details Company Name]]. I was just reaching out to let you know your Membership has expired -please text back to renew your membership! Reply STOP to stop texts. |
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Launch - email |
9:00 am Subject line: [[Contact First Name]], your membership has expired Hi [[Contact First Name]]! This is [[User First Name]], the Membership Coordinator for [[Details Company Name]]. I am reaching out to let you know your Membership has expired. Email, call, or text us back to renew! Let me know if you have any questions. Best, [[User First Name]] [[User Last Name]] [[Details Company Name]] |
22. Schedule Recurring Service
Reach out to membership customers to schedule their service.
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Launch - text |
10 AM Hi [[Contact First Name]], it's [[User First Name]] with [[Details Company Name]]. It’s time for your complimentary maintenance visit as a part of your membership! Do you want to schedule that? Reply STOP to stop texts. |
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Launch - email |
10 AM Subject line: Schedule your free maintenance check with [[Details Company Name]] Hi [[Contact First Name]], it's [[User First Name]] with [[Details Company Name]]. Our records show that it’s time for your complimentary maintenance check, which you’ve already paid for as a part of your membership with us. Do you want to schedule that? [[User First Name]] [[User Last Name]] [[Details Company Name]] |
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Day 2 - text |
10am Hi [[Contact First Name]], let me know when you’re free to schedule your complimentary maintenance visit. |
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Day 3 |
skip |
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Day 4 - text |
10:30am Hi [[Contact First Name]], just checking in again. Your maintenance check has already been paid for—let me know when you’re available for us to come out! |
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Day 4 - email |
10:30am Subject line: Your maintenance check with [[Details Company Name]] Hi [[Contact First Name]], just checking in again to see if you want to schedule your maintenance check with [[Details Company Name]]. You’ve already paid for it with your membership, and maintenance prevents costly repairs and replacements down the line. Let me know when you’re available and we’ll get you booked! Best, [[User First Name]] [[User Last Name]] [[Details Company Name]] |
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Day 5 - text |
11AM Hi [[Contact First Name]], Reaching out one last time. Your maintenance check is already paid for through your membership with us and prevents costly repairs down the line. Do you want to schedule or should I close this out? |
Bot campaign templates
Text-only campaigns for Hatch AI users, focused on real-time engagement.
23. Day-Of Appointment Confirmations (Bot)
Single-text campaign that requests the customer to confirm their appointment for the current day.
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Day 1 - text |
Hi, this is [[User First Name]] with [[Details Company Name]]. I am confirming your appointment with us for today! Reply YES to confirm or RESCHEDULE to reschedule. To opt out of all future communication, reply END. |
24. Appointment Follow-Up (Bot)
7-day text campaign specifically tailored to be attached to a Sales Follow-Up bot.
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Launch - text |
Hi [[Contact First Name]], this is [[User First Name]] with [[Details Company Name]], following up on your appointment with us the other day. I wanted to ask you a few questions about your appointment - is that ok with you? Reply END to stop texts. |
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Day 2 - text |
10am Hey [[Contact First Name]], [[User First Name]] again with [[Details Company Name]]. I didn’t hear back, I wanted to follow up and ask you a few questions about your appointment, is that alright with you? |
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Day 3 - text |
Hi [[Contact First Name]] - [[User First Name]] with [[Details Company Name]] again - following up on your appointment a few days ago, is it alright if I ask some questions about your appointment? |
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Day 5 - text |
Hi It's [[User First Name]] at [[Details Company Name]] again! Is it alright if I ask some questions to follow up on your appointment? Text me and let me know. Thanks |
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Day 7 - text |
Hi It's [[User First Name]] at [[Details Company Name]] for the last time! Is it okay if I ask some follow-up questions about your appointment? If not, text me and I can close this follow up out. Thank you! |