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Follow-Up Scripts
Your Done-For-You Follow-Up Script Pack
These scripts are designed to take the guesswork out of follow-ups. You’ll get ready-to-use messages for every stage of the sales process, whether it’s confirming a new appointment, reminding prospects before the call, leaving a voicemail, or recovering a missed appointment. All of these scripts can be implemented directly in Ringy CRM for automation.
Step
1
Appointment Confirmation
Lock in commitment immediately after the appointment is booked.
SMS Example:
“Hi {{first_name}}, this is {{agent_name}}. You’re confirmed for our {{appointment_time}} call to review your {{insurance_type}} options. Reply YES to confirm!”
Email Example (Optional)
“Hi {{first_name}}, just confirming our upcoming call on {{appointment_date}} at {{appointment_time}}. I’ll be calling from {{agent_number}} to review your coverage options. Reply YES to confirm or RESCHEDULE if needed.”
Use appointment-based triggers so this SMS/email is sent automatically as soon as a call is booked.
Step
2
Pre-Appointment Reminder (18–24 Hours Before)
Build familiarity and reduce last-minute cancellations.
Voicemail Drop Script
“Hi {{first_name}}, this is {{agent_name}}. Just leaving a quick message before our call tomorrow. I’ll be reviewing your {{insurance_type}} options so we can discuss what makes sense for you. Talk soon!”
SMS Alternative
“Hi {{first_name}}, looking forward to our call tomorrow at {{appointment_time}}. Let me know if that still works for you.”
Pre-record voicemail drops in Ringy to send to multiple prospects automatically.
Step
3
Day-Of Reminder (2–3 Hours Before)
Ensure your prospect doesn’t forget the appointment.
SMS Example
“Hi {{first_name}}, just a reminder about our {{appointment_time}} call today. It should take 10–15 minutes. Reply YES to confirm.”
Email Example (Optional)
“Friendly reminder: Our call is scheduled for today at {{appointment_time}}. Reply to confirm or let me know if you need to reschedule.”
Enable two-way texting so prospects can confirm instantly, updating your CRM automatically.
Step
4
Last-Minute Voicemail Drop (15–30 Minutes Before)
Trigger memory at the perfect moment without disturbing your prospect.
Voicemail Script:
“Hey {{first_name}}, it’s {{agent_name}}. I’ll be calling shortly for our scheduled appointment. Looking forward to connecting!”
Schedule this voicemail to drop automatically for all day-of appointments, increasing show rates.
Step
5
Missed Appointment Recovery
Recover 20–40% of missed appointments without manual effort.
SMS Example
“Hi {{first_name}}, I just tried calling for our appointment. No worries—can we reschedule for later today or tomorrow?”
Voicemail Example
“Hi {{first_name}}, sorry we missed each other today. I’ll try calling again tomorrow, or let me know a time that works best for you.”
Use a workflow to automatically send these follow-ups for every missed call, ensuring no lead slips through the cracks.
Step
6
Post-Call Follow-Up (Optional Upsell / Cross-Sell)
Reinforce value and provide next steps.
SMS Example
“Hi {{first_name}}, thanks for your time today! I’ll send over the options we discussed. Let me know if you have questions.”
Email Example
“It was great speaking with you today! Attached are the coverage options we discussed. Reply with any questions or to schedule a follow-up call.”
Automate post-call sequences for every completed call to reduce delays and keep prospects engaged.
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