Consultation Offer Campaign


3 Consultation Offer Emails

  • The second email has 2 versions. One is a simple template with an example of how to weave a story into the email. The other is a more basic, ready to go email. You can decide which one you want to use.
  • Have a plan in place for how you will schedule consultations. Sometimes, having a calendar they can sign up for an available time on is a good idea.
  • Once someone signs up for a consultation, be sure to send them reminder emails so they don’t miss your call.

Email 1 First Consultation Offer Email

Subject Line: I’d like to offer you a [FREE - if applicable] [X] minute consultation
Send: Immediately


When you first found us, it was because you were looking for [PROBLEM YOU SOLVE]. And I hope the emails and resources we’ve sent your way have been helpful. But it occurred to me, you may not know about one of our greatest resources.

Because [CHALLENGE THEY FACE] can be difficult to tackle on your own, we offer a one-time:


During our [CALL OR IN PERSON MEETING], we’ll go over your unique challenges. We’ll review all your options and, together, determine the best solution for helping you move forward. (And if I can’t provide you with the best [SERVICES OR PRODUCTS] to help you, right now, I’ll tell you that, too.)


My time is limited and we schedule appointments on a first-come, first-serve basis. So be sure to request your consultation right away.


Pro Tip:

In the “Problem You Solve” section, include a brief description of what your prospect may be going through. For example:

“ were looking for proven strategies to help your child get caught up or even ahead at school.” 

Pro Tip:

In the “Challenge they face” section, clearly articulate their pain, but don’t worry about being too detailed. Reinforcing the “pain” will come in subsequent emails. Just write a simple description like:

“Because managing the details of a divorce…”

Email 2: Second Consultation Offer Email
Version 1

Note: Stories often provide incredible proof that leads your prospects to action. In this version of Email 2, we will provide you with a template and example of how to write your email. If you would rather not write this email, version 2 of this email is available to you.

Subject Line: How I helped one client [WAY YOU’VE HELPED A CLIENT]
Send: 2 days after email 1



I’m not saying every client experiences such extreme results. But sometimes, you get so caught up in managing your life, that you don’t take the time to see what solutions are actually available to you.

That’s why I want to remind you of my special offer - a [COST], [LENGTH OF TIME] consultation with me.


Together we can achieve great things.


My time is limited, and I schedule consultations on a first-come, first serve basis. Be sure to schedule soon so you get a time that works best for you.

Here is the example of what this looks like:

Subject Line: How one hour led to ten times the new leads

Discover How I Helped One Business Owner Increase His
Leads from 8 a Week to over 80 with One Simple Change

Hi Friend,

A few months ago, I got a phone call from a business owner who begged for 10 minutes of my time.

“I don’t know what to do,” he said. “My wife and I became life coaches 3 years ago. We love it. We love coaching. But we don’t have enough clients to keep the bills paid. We took out a second mortgage on our home, sold everything we could, but if we don’t get enough clients this month, we’ll be completely broke. We don’t want to give up, but we don’t know how to keep going.”

Now, I don’t usually work with businesses that are about to fail. What I can teach you, as a business owner, is how to take a good business and make it significantly more profitable. I can show you how to free up your time so that the business continues to move forward as you reclaim your life. That’s what I specialize in. However, I figured, if they were that close to losing the business, 10 minutes of my time couldn’t hurt. So we started with the guy’s website.

“Well,” I said, “Here’s one problem. I’m on your website but I have no idea what you do.”

“We’re life coaches,” he told me.

“Yes, but you told me that. Your website didn’t. I want you to pull up your website and then close your eyes for a minute. When you open them, pretend you’re a prospect. What do you think you do?”

There was a long pause on the phone and then the man slowly said, “Ohhhh.”

We spent the next few minutes brainstorming some copy and a new lead magnet. A few weeks later, an email arrived in my inbox. It was the same business owner. Within a month, their new leads had increased from 8 a week to over 80 a week. He and his wife had more clients, and they credited me with saving their business.

And all it took was 10 minutes.

I’m not saying that everyone will experience the same rapid results. But sometimes, you get so caught up in running your business, you can’t see beyond it. Most business owners don’t see the opportunities, or where they’re losing money, or how they could make things a little smoother and easier.

Until I learn more about you and your business, I have no idea what a one hour call will uncover for you. However, if you’d like to find out, then I want to invite you to sign up for a FREE consultation with me.

I’ve got a few openings available. However, consultations are scheduled on a first come, first serve basis. So you need to schedule your appointment right away. To do so, simply click here and schedule a time on my calendar to talk.

I’m excited to speak with you and see what we can achieve together!

Pro Tip:

In the subject line, keep your “way you helped” short and sweet but as specific as possible. Something like:

“How I helped one client learn Spanish in 3 weeks”

Email 2: Second Consultation Offer Email
Version 2

Note: Use this version if you don’t want to write a story-based email.

Subject Line: Here’s what others, like you, are experiencing
Send: 2 days after email 1


When you’re right in the middle of [PAIN OR PROBLEM THEY’RE EXPERIENCING], it’s difficult to believe that things could be different. Sometimes, we just want to give up and “deal with it”.

But here’s the don’t have to. There are ways to overcome every obstacle in life. And, if you sign up for a [COST], [LENGTH OF TIME] consultation with me, I guarantee we’ll be able to come up with easy, effective ways for you to [WHAT YOU HELP THEM ACCOMPLISH].

However, I don’t want you to take my word for it. I’d rather share some feedback from people, just like you, who reached out to me for help.



It’s been a few days since I first mentioned a consultation, but you haven’t taken me up on my offer. And that’s okay. Everyone’s situation is a little bit different. But if you’re serious about [SOLUTION YOUR PRODUCT OR SERVICE PROVIDES], then you need to take advantage of this.


Let me know if you have any questions or concerns [BEST CONTACT INFO].


Email 3: Final Consultation Offer

Subject Line: Did you want to talk?
Send: 3 days after email 2


Here’s what I know about people who [PAIN THEY ARE SUFFERING]: they have to decide when they want things to change. They have to be motivated to take action and make a difference.

You haven’t taken me up on my offer to schedule a consultation, so I’m assuming you’re simply not ready to move forward yet. And that’s totally fine!

As usual, I’ll continue sending you educational emails, invites to webinars and other events, and other great content.

But, if I’m wrong, and you are ready to move forward, you can do so by [DETAILS FOR HOW TO SCHEDULE A CONSULT].

I’m looking forward to staying connected.


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