NO-SHOW REMINDER SEQUENCE Funnels That Print | funnelsthatprint.com/templates/no-show-reminder-sequence Three channels: SMS, email and a voice confirmation call. Trigger: appointment booked. Stop: appointment attended, cancelled, or contact opts out. Replace {braces}. Use the lead's time zone for every send. Only text and call people who consented at booking. Honor STOP and opt-out requests immediately. ============================================================ STEP 1. AT BOOKING (immediately) ============================================================ SMS: Hi {first_name}, you are booked with {host_name} at {company} on {day}, {date} at {time} {timezone}. Reply YES to confirm or R to reschedule. Reply STOP to opt out. Email: Subject: Confirmed: {appointment type} on {day} at {time} Hi {first_name}, You are booked for your {appointment type} with {host_name}. When: {day}, {date} at {time} {timezone} Where: {address / phone number / video link} What to have ready: {item 1}, {item 2} To get the most from the call, watch this {length}-minute video first: {video_link} Need a different time? {reschedule_link} {host_name}, {company} ============================================================ STEP 2. 24 HOURS BEFORE ============================================================ SMS: Hi {first_name}, quick reminder: your {appointment type} with {host_name} is tomorrow at {time}. Reply YES to confirm or R to pick a new time. Email: Subject: Tomorrow at {time}: your {appointment type} Hi {first_name}, a reminder that we are meeting tomorrow at {time}. Here is what we will cover: - {agenda item 1} - {agenda item 2} - {agenda item 3} Join here: {link}. See you then. ============================================================ STEP 3. VOICE CONFIRMATION CALL (morning of, or 24h before if no YES) ============================================================ Human or AI caller. If AI, disclose it in the first sentence. "Hi {first_name}, this is {caller_name}, an AI assistant with {company}. I am calling to confirm your {appointment type} with {host_name} today at {time}. Are you still good for that time?" - Yes -> "Great, {host_name} is looking forward to it. You will get the link by text." End. - No -> "No problem. Would {slot 1} or {slot 2} work better?" Rebook. End. - Voicemail -> "Hi {first_name}, {caller_name}, an AI assistant with {company}, confirming your appointment today at {time}. Reply to our text if you need a new time." ============================================================ STEP 4. 1 HOUR BEFORE ============================================================ SMS: {first_name}, see you in an hour! Here is your link: {link}. {host_name} has your notes ready. ============================================================ STEP 5. 5 MINUTES AFTER START (if not joined) ============================================================ SMS: Hi {first_name}, {host_name} is on the call now and waiting for you: {link}. Running late? Reply and let us know. Call: place one call from {host_name} or the assistant. If no answer, go to step 6. ============================================================ STEP 6. NO-SHOW RECOVERY ============================================================ Same day, 30 minutes after: SMS: Hi {first_name}, sorry we missed you today. Life happens. Want to grab another time? {reschedule_link} Next day: Email: Subject: Missed you yesterday Hi {first_name}, we had your {appointment type} set for yesterday and did not connect. No problem at all. If you still want {result}, pick a new time here: {reschedule_link}. Day 3: SMS: {first_name}, still want help with {problem}? Reply YES and I will send two open times. Reply STOP to opt out. Day 7: Email: Subject: Should we close your file? Hi {first_name}, I have not heard back, so I will close your request for now. If anything changes, reply to this email and we will pick it up. ============================================================ CRM RULES ============================================================ - Tag every booking with source and booking lead time (hours between booking and appointment). - Mark confirmed when the lead replies YES or confirms by phone. - Unconfirmed 2 hours before: alert the host and attempt one more call. - Track show rate weekly: attended / booked. Target 80% or higher. - Exclude cancelled and rescheduled appointments from recovery messages. - Log opt-outs and stop every channel for that contact.