Professional Services
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Doctors
Dental
Lawyers
Insurance
Campaign Option 1
Friendly New Patient Offer
Friendly and informative, suitable for personal services like doctors or dentists. Offer a welcome incentive (for example, a new patient special or free consultation). The tone should be caring and reassuring, positioning the provider as understanding of the lead’s needs.
Email 1 – Day 1: Initial Outreach
Welcome [First Name] – your free consultation is waiting
Body
Hi [First Name],
Thanks for checking out [Practice Name]! We know that choosing a new healthcare provider can be a big decision, so we want to make things easy.
We’re offering a complimentary consultation to all new patients — a simple, no-pressure way to get to know our team, ask questions, and make sure you’re getting the care that fits your needs.
Whether it’s for a routine check-up, a specific concern, or just to meet your provider, we’d love to have you in.
[Book Your Free Visit]
Hope to meet you soon,
[Your Name]
[Practice Name]Email 2 – Day 4: Friendly Reminder
Still want your free consultation?
Body
Hi [First Name],
Just checking in — we’re still offering that free new patient consultation, and there’s a few appointments left this week.
Our team is happy to answer any questions, give you a tour, or just help you explore your options.
If you’re ready, you can grab your time here: [Reserve Your Spot]
We’d love to welcome you in.
Best,
[Your Name]Email 3 – Day 7: Final Nudge
Last chance to claim your free consultation
Body
Hi [First Name],
This is just a final reminder — our free new patient consultation offer wraps up at the end of the week.
We’ve really enjoyed meeting new patients lately and would love to include you. If you’ve been on the fence, there’s no better time: [Schedule My Free Visit]
If now isn’t the right time, feel free to reach out when you’re ready.
All the best,
[Your Name]Email 1 – Day 1: Initial Outreach
Welcome [First Name] – your free consultation is waiting
Body
Hi [First Name],
Thanks for checking out [Practice Name]! We know that choosing a new healthcare provider can be a big decision, so we want to make things easy.
We’re offering a complimentary consultation to all new patients — a simple, no-pressure way to get to know our team, ask questions, and make sure you’re getting the care that fits your needs.
Whether it’s for a routine check-up, a specific concern, or just to meet your provider, we’d love to have you in.
[Book Your Free Visit]
Hope to meet you soon,
[Your Name]
[Practice Name]Email 2 – Day 4: Friendly Reminder
Still want your free consultation?
Body
Hi [First Name],
Just checking in — we’re still offering that free new patient consultation, and there’s a few appointments left this week.
Our team is happy to answer any questions, give you a tour, or just help you explore your options.
If you’re ready, you can grab your time here: [Reserve Your Spot]
We’d love to welcome you in.
Best,
[Your Name]Email 3 – Day 7: Final Nudge
Last chance to claim your free consultation
Body
Hi [First Name],
This is just a final reminder — our free new patient consultation offer wraps up at the end of the week.
We’ve really enjoyed meeting new patients lately and would love to include you. If you’ve been on the fence, there’s no better time: [Schedule My Free Visit]
If now isn’t the right time, feel free to reach out when you’re ready.
All the best,
[Your Name]Email 1 – Day 1: Initial Outreach
Welcome [First Name] – your free consultation is waiting
Body
Hi [First Name],
Thanks for checking out [Practice Name]! We know that choosing a new healthcare provider can be a big decision, so we want to make things easy.
We’re offering a complimentary consultation to all new patients — a simple, no-pressure way to get to know our team, ask questions, and make sure you’re getting the care that fits your needs.
Whether it’s for a routine check-up, a specific concern, or just to meet your provider, we’d love to have you in.
[Book Your Free Visit]
Hope to meet you soon,
[Your Name]
[Practice Name]Email 2 – Day 4: Friendly Reminder
Still want your free consultation?
Body
Hi [First Name],
Just checking in — we’re still offering that free new patient consultation, and there’s a few appointments left this week.
Our team is happy to answer any questions, give you a tour, or just help you explore your options.
If you’re ready, you can grab your time here: [Reserve Your Spot]
We’d love to welcome you in.
Best,
[Your Name]Email 3 – Day 7: Final Nudge
Last chance to claim your free consultation
Body
Hi [First Name],
This is just a final reminder — our free new patient consultation offer wraps up at the end of the week.
We’ve really enjoyed meeting new patients lately and would love to include you. If you’ve been on the fence, there’s no better time: [Schedule My Free Visit]
If now isn’t the right time, feel free to reach out when you’re ready.
All the best,
[Your Name]Email 1 – Day 1: Initial Outreach
Welcome [First Name] – your free consultation is waiting
Body
Hi [First Name],
Thanks for checking out [Practice Name]! We know that choosing a new healthcare provider can be a big decision, so we want to make things easy.
We’re offering a complimentary consultation to all new patients — a simple, no-pressure way to get to know our team, ask questions, and make sure you’re getting the care that fits your needs.
Whether it’s for a routine check-up, a specific concern, or just to meet your provider, we’d love to have you in.
[Book Your Free Visit]
Hope to meet you soon,
[Your Name]
[Practice Name]Email 2 – Day 4: Friendly Reminder
Still want your free consultation?
Body
Hi [First Name],
Just checking in — we’re still offering that free new patient consultation, and there’s a few appointments left this week.
Our team is happy to answer any questions, give you a tour, or just help you explore your options.
If you’re ready, you can grab your time here: [Reserve Your Spot]
We’d love to welcome you in.
Best,
[Your Name]Email 3 – Day 7: Final Nudge
Last chance to claim your free consultation
Body
Hi [First Name],
This is just a final reminder — our free new patient consultation offer wraps up at the end of the week.
We’ve really enjoyed meeting new patients lately and would love to include you. If you’ve been on the fence, there’s no better time: [Schedule My Free Visit]
If now isn’t the right time, feel free to reach out when you’re ready.
All the best,
[Your Name]
Expected Results (30 Days)
~25–30% open rate, ~3% click rate, ~1–2% conversion (booking)
Other Tips
Keep the tone warm and personal. Use “you” and “your” often to make the email feel individualized.
Campaign Option 2
Expert Case Review Invitation
Offer clarity and confidence with a no-pressure consultation led by an expert.
Email 1 – Day 1: Offer a Free Review
[First Name], get clarity on your case – free expert review
Body
Hi [First Name],
Thanks for visiting [Practice Name] — we understand how overwhelming financial or legal issues can be.
We’re offering a complimentary 30-minute case review with one of our licensed specialists to help you understand your situation and next steps. No cost, no commitment — just straight answers from someone who’s been there.
You can book your consultation here: [Schedule My Free Review]
Looking forward to helping you move forward,
[Your Name]Email 2 – Day 5: Provide Reassurance
Still want clarity on your situation?
Body
Hi [First Name],
Our free case review is still available — we’ve helped hundreds of clients better understand their legal and financial options with just one quick consultation.
There’s nothing to lose, and a whole lot of peace of mind to gain.
[Book a Time That Works for You]
We’re happy to help,
[Your Name]Email 3 – Day 10: Final Call to Clarity
Last chance for a no-cost case review
Body
Hi [First Name],
Just a heads-up — our complimentary case review offer ends this week. If you’d still like expert help evaluating your options, we’d love to connect.
This is your chance to get guidance without any pressure: [Claim Your Consultation Now]
All the best,
[Your Name]Email 1 – Day 1: Offer a Free Review
[First Name], get clarity on your case – free expert review
Body
Hi [First Name],
Thanks for visiting [Practice Name] — we understand how overwhelming financial or legal issues can be.
We’re offering a complimentary 30-minute case review with one of our licensed specialists to help you understand your situation and next steps. No cost, no commitment — just straight answers from someone who’s been there.
You can book your consultation here: [Schedule My Free Review]
Looking forward to helping you move forward,
[Your Name]Email 2 – Day 5: Provide Reassurance
Still want clarity on your situation?
Body
Hi [First Name],
Our free case review is still available — we’ve helped hundreds of clients better understand their legal and financial options with just one quick consultation.
There’s nothing to lose, and a whole lot of peace of mind to gain.
[Book a Time That Works for You]
We’re happy to help,
[Your Name]Email 3 – Day 10: Final Call to Clarity
Last chance for a no-cost case review
Body
Hi [First Name],
Just a heads-up — our complimentary case review offer ends this week. If you’d still like expert help evaluating your options, we’d love to connect.
This is your chance to get guidance without any pressure: [Claim Your Consultation Now]
All the best,
[Your Name]Email 1 – Day 1: Offer a Free Review
[First Name], get clarity on your case – free expert review
Body
Hi [First Name],
Thanks for visiting [Practice Name] — we understand how overwhelming financial or legal issues can be.
We’re offering a complimentary 30-minute case review with one of our licensed specialists to help you understand your situation and next steps. No cost, no commitment — just straight answers from someone who’s been there.
You can book your consultation here: [Schedule My Free Review]
Looking forward to helping you move forward,
[Your Name]Email 2 – Day 5: Provide Reassurance
Still want clarity on your situation?
Body
Hi [First Name],
Our free case review is still available — we’ve helped hundreds of clients better understand their legal and financial options with just one quick consultation.
There’s nothing to lose, and a whole lot of peace of mind to gain.
[Book a Time That Works for You]
We’re happy to help,
[Your Name]Email 3 – Day 10: Final Call to Clarity
Last chance for a no-cost case review
Body
Hi [First Name],
Just a heads-up — our complimentary case review offer ends this week. If you’d still like expert help evaluating your options, we’d love to connect.
This is your chance to get guidance without any pressure: [Claim Your Consultation Now]
All the best,
[Your Name]Email 1 – Day 1: Offer a Free Review
[First Name], get clarity on your case – free expert review
Body
Hi [First Name],
Thanks for visiting [Practice Name] — we understand how overwhelming financial or legal issues can be.
We’re offering a complimentary 30-minute case review with one of our licensed specialists to help you understand your situation and next steps. No cost, no commitment — just straight answers from someone who’s been there.
You can book your consultation here: [Schedule My Free Review]
Looking forward to helping you move forward,
[Your Name]Email 2 – Day 5: Provide Reassurance
Still want clarity on your situation?
Body
Hi [First Name],
Our free case review is still available — we’ve helped hundreds of clients better understand their legal and financial options with just one quick consultation.
There’s nothing to lose, and a whole lot of peace of mind to gain.
[Book a Time That Works for You]
We’re happy to help,
[Your Name]Email 3 – Day 10: Final Call to Clarity
Last chance for a no-cost case review
Body
Hi [First Name],
Just a heads-up — our complimentary case review offer ends this week. If you’d still like expert help evaluating your options, we’d love to connect.
This is your chance to get guidance without any pressure: [Claim Your Consultation Now]
All the best,
[Your Name]
Expected Results (30 Days)
~20–25% open rate, ~2% click rate, ~1% conversion
Other Tips
Include one CTA link or button: “Get My Free Quote.” Send one prompt follow-up ~1 week later, reiterating the offer and perhaps adding a client testimonial for credibility.
Campaign Option 3
Urgent Insurance Enrollment Reminder
Leverage time-sensitive deadlines to drive immediate consultations.
Email 1 – Day 1: Open Enrollment Urgency
Don’t miss your window – policy review ends soon
Body
Hi [First Name],
It looks like you visited us recently — and we wanted to make sure you don’t miss out. Open enrollment ends in just a few days, and this is the last chance to adjust your coverage or get a new policy in place.
We’re offering a free policy review to help you make the best decision before time runs out.
Book now to avoid missing out: [Schedule My Review]
We’re here if you need us,
[Your Name]Email 2 – Day 3: Countdown Reminder
Only a few days left to update your coverage
Body
Hi [First Name],
Time’s almost up — your chance to update your insurance or get better rates ends soon. We’ve opened extra review slots this week to help folks finalize their plans.
Grab one while they’re still available: 👉 [Get a Free Review]
Let us know how we can help,
[Your Name]Email 3 – Day 5: Final Reminder
Final day: review your insurance before it’s too late
Body
Hi [First Name],
Today is the last day to review your insurance before enrollment closes. Even if you’re unsure, it’s worth taking 15 minutes to confirm everything’s in place.
Schedule a no-cost review now: [Book My Final Review Slot]
Let us know if anything’s unclear — we’ve got your back.
Best,
[Your Name]Email 1 – Day 1: Open Enrollment Urgency
Don’t miss your window – policy review ends soon
Body
Hi [First Name],
It looks like you visited us recently — and we wanted to make sure you don’t miss out. Open enrollment ends in just a few days, and this is the last chance to adjust your coverage or get a new policy in place.
We’re offering a free policy review to help you make the best decision before time runs out.
Book now to avoid missing out: [Schedule My Review]
We’re here if you need us,
[Your Name]Email 2 – Day 3: Countdown Reminder
Only a few days left to update your coverage
Body
Hi [First Name],
Time’s almost up — your chance to update your insurance or get better rates ends soon. We’ve opened extra review slots this week to help folks finalize their plans.
Grab one while they’re still available: 👉 [Get a Free Review]
Let us know how we can help,
[Your Name]Email 3 – Day 5: Final Reminder
Final day: review your insurance before it’s too late
Body
Hi [First Name],
Today is the last day to review your insurance before enrollment closes. Even if you’re unsure, it’s worth taking 15 minutes to confirm everything’s in place.
Schedule a no-cost review now: [Book My Final Review Slot]
Let us know if anything’s unclear — we’ve got your back.
Best,
[Your Name]Email 1 – Day 1: Open Enrollment Urgency
Don’t miss your window – policy review ends soon
Body
Hi [First Name],
It looks like you visited us recently — and we wanted to make sure you don’t miss out. Open enrollment ends in just a few days, and this is the last chance to adjust your coverage or get a new policy in place.
We’re offering a free policy review to help you make the best decision before time runs out.
Book now to avoid missing out: [Schedule My Review]
We’re here if you need us,
[Your Name]Email 2 – Day 3: Countdown Reminder
Only a few days left to update your coverage
Body
Hi [First Name],
Time’s almost up — your chance to update your insurance or get better rates ends soon. We’ve opened extra review slots this week to help folks finalize their plans.
Grab one while they’re still available: 👉 [Get a Free Review]
Let us know how we can help,
[Your Name]Email 3 – Day 5: Final Reminder
Final day: review your insurance before it’s too late
Body
Hi [First Name],
Today is the last day to review your insurance before enrollment closes. Even if you’re unsure, it’s worth taking 15 minutes to confirm everything’s in place.
Schedule a no-cost review now: [Book My Final Review Slot]
Let us know if anything’s unclear — we’ve got your back.
Best,
[Your Name]Email 1 – Day 1: Open Enrollment Urgency
Don’t miss your window – policy review ends soon
Body
Hi [First Name],
It looks like you visited us recently — and we wanted to make sure you don’t miss out. Open enrollment ends in just a few days, and this is the last chance to adjust your coverage or get a new policy in place.
We’re offering a free policy review to help you make the best decision before time runs out.
Book now to avoid missing out: [Schedule My Review]
We’re here if you need us,
[Your Name]Email 2 – Day 3: Countdown Reminder
Only a few days left to update your coverage
Body
Hi [First Name],
Time’s almost up — your chance to update your insurance or get better rates ends soon. We’ve opened extra review slots this week to help folks finalize their plans.
Grab one while they’re still available: 👉 [Get a Free Review]
Let us know how we can help,
[Your Name]Email 3 – Day 5: Final Reminder
Final day: review your insurance before it’s too late
Body
Hi [First Name],
Today is the last day to review your insurance before enrollment closes. Even if you’re unsure, it’s worth taking 15 minutes to confirm everything’s in place.
Schedule a no-cost review now: [Book My Final Review Slot]
Let us know if anything’s unclear — we’ve got your back.
Best,
[Your Name]
Expected Results (30 Days)
~30–35% open rate, ~4% click rate, ~2%+ conversion
Other Tips
Send these on weekdays and align with real deadlines. Use strong verbs and countdown cues.