Asset 04

Kick-Off Call Reminders

Booking confirmation, reschedule confirmation, and the 24-hour and 1-hour reminders for the implementation call.

Workflow

[DFY Website Funnel] Website Kick Off Call Booked

Trigger: qualifying appointment status event for the Website Kick Off Call. The workflow distinguishes a new booking from a reschedule, then schedules reminders relative to the appointment start time.

Emails · 4

Email 1 - Confirmation[Confirmed] Your Website Implementation Call20 seconds after a new booking event
Hey {{contact.first_name}},

Thank you for securing your Website Implementation Call.

On the call, we will gather all of the additional information that we need to build you a professional website.

Here's the important info you need:

Date & Time: {{appointment.start_time}} {{appointment.timezone}}

Location: {{appointment.meeting_location}}

If you have any questions before, just reply back to this email.

We're excited to get started working on your website.

Many Thanks,

{{user.first_name}}
Email - Reschedule Confirmation[Rescheduled] Your Implementation Call with {{location.name}}20 seconds after a reschedule event
Hi {{contact.first_name}},

This email confirms that your upcoming Website Implementation Call has been successfully rescheduled.

Here are your new details:

When: {{appointment.start_time}}, {{appointment.timezone}}

Meeting link: {{appointment.meeting_location}}

No further action is needed on your end—your calendar invite has been automatically updated.

If you need to make any other changes, please let me know.

Looking forward to speaking with you then!

Best,

{{appointment.user.first_name}}
Email 2 - 24h reminder24 Hour Reminder: {{appointment.title}} with {{appointment.user.first_name}} from {{business.name}}24 hours before the scheduled call
Hi {{contact.first_name}},

Your {{appointment.title}} with {{appointment.user.first_name}} is scheduled for 24 hours from now at {{appointment.start_time}} {{appointment.timezone}}.

Here’s the link to join: {{appointment.meeting_location}}

Many thanks,

{{location.name}}
Email 3 - 1h reminder{{appointment.title}} with {{appointment.user.first_name}}Starts in 1 hour1 hour before the scheduled call
Hi {{contact.first_name}},

This is a friendly reminder that your {{appointment.title}} with {{location.name}} is in 1 hour.

Here’s the link to join: {{appointment.meeting_location}}

Many thanks,

{{location.name}}