1st Attempt Email Template – Send on first working day of the month:

Subject: Quarterly Coaching Appointment Request
Hello ,
Hope you are doing great.
It’s that time again! For this quarter’s coaching meeting, we will be discussing _______ and deciding on a new strategy for this quarter. I also have some exciting new_____ to share!
Please utilize the appointment bookings button in my email signature below to select an available date and time.
Looking forward to it and talking soon!
Best Regards,

2nd Attempt Email Template – Send start of second week of the month:

Subject: Quarterly Coaching 2nd Appointment Request
Hello ,
I wanted to reach out one more time to see if you have a little time this week or next to go over _______ and plan a new strategy for the next quarter. I am excited to show you ________.
Please utilize the appointment bookings button in my email signature below to select an available date and time.
Looking forward to it and talking soon!
Best Regards,

3rd Final Attempt Email Template – Send on the 3rd to last working day of the month:

Subject: Quarterly Coaching Appointment Notice
Hello ,
I was looking forward to talking with you again about your Insert Program/Product(s) results and new goals and strategy for the upcoming quarter, but I have not received a response. I’m sure you have been very busy, so I will continue as we have previously planned, and I will reach out again next quarter to see if we can connect. Here is the link to your portal to view your posting calendar, business reviews and reporting –
If you need any assistance, please feel free to send me an email or text at __________.
Best Regards,