Hi, {ATTENDEE_FIRST_NAME}!

Thank you for putting time on the calendar recently.

I wanted to confirm I got the booking and am looking forward to chatting with you soon. Would you be able to reply to this email so I know you received it? If possible, it would be great if you can invite any other key decision makers to the call so everyone that needs to have input can be involved in the discussion.

I'd suggest we use the time as follows:

10-Minutes - Tell me about your business, your goals and what has you seeking a partner in the healthcare planning space.
10-Minutes - I can share how we serve advisors and their clients.
15-Minutes - We'll demo the platform and get you set up with next steps to create your account.
10-Minutes - Q&A

We'll be using Zoom for our call. You'll find instructions on how to join in your Cal.com confirmation email and on the calendar invite.

Also, if you haven't already, be sure to check out this video which gives you a chance to see who you'll be meeting with (me) and get a further understanding of how we will work with you and your clients.

I'm really looking forward to connecting and seeing how we can help you to drive deeper client relationships and create more comprehensive plans with healthcare planning.

Talk soon,

Cole Craven
Move Health
m: 260.610.0587

p.s. I promise to respect your time throughout this process. If you need to cancel or reschedule the call for any reason, please let me know asap or use the cancellation link in your confirmation email so I can plan accordingly.

As you may have guessed, this is an automated email. Please feel free to reply, and all responses go right into my main inbox.