Pre-qualified to Consultation

  • 3 Emails to Sign Up for a Consultation
  • 1 Email for Unqualified Prospects
  • These emails should kick off after your prospect has taken a survey or otherwise “pre-qualified” themselves for your services. The goal of these emails is to get them to take the next step - a consultation. (And prevent unqualified prospects from forming a negative opinion about you.)

Email 1: You’re Qualified

Subject Line: You’re exactly who we were looking for
Send: As soon as the person is deemed “qualified”


Well, I’ve got some great news! Based on the information you provided us (thank you for that, by the way), you are the perfect candidate to {WHAT YOU HELP THEM ACHIEVE}.

And what I mean by that is this…

  • There are some people who are kind of interested in {WHAT YOU HELP THEM ACHIEVE}, but they’re not really ready to move forward yet
  • There are some people who want to move forward with {WHAT YOU HELP THEM ACHIEVE} but don’t have the resources or support to make it happen
  • There are some people who start down the path, but find they don’t have enough ambition to keep them going

You, however can be successful at {WHAT YOU HELP THEM ACHIEVE}.

I’ve been helping people, like you, for a long time. And based on the information you gave me, I can tell you’re ready to move forward.

Let’s set up a FREE {LENGTH OF TIME} consultation to discuss your goals and figure out the next steps. To get scheduled, simply {HOW THEY SCHEDULE TIME WITH YOU}.

I’m looking forward to connecting with you soon,


Pro Tip:

You’ve got 4 places that ask you to describe what you help people achieve. By putting a twist on each one, you can highlight the various benefits of working with you. For example:

“...perfect candidate to reclaim the energy, health, (and dare I say it) body you had 10, 20, even 30 years ago.”

“...kind of interested in losing weight or getting fit”

“...a fitness plan guaranteed to erase years of fast food, lack of sleep, and off-the-charts stress”

Email 2: Time to Take the Next Step

Subject Line: The next step toward {WHAT YOU HELP THEM ACHIEVE}
Send: 2 days after email 1


It’s not often I get excited about potentially working with someone, but based on the information you provided, I have to tell you, I can’t wait to connect.

My calendar, this next week, is filling up quickly. But you can still get a consultation scheduled, if you {HOW THEY SCHEDULE} right now!

This consultation is great because it’s:

  • Will only take {LENGTH OF TIME}
  • Helps you determine if you’re ready for {WHAT YOU HELP THEM ACHIEVE}
  • And gives you a chance to get to know me and my commitment to you

Ultimately, my goal is to help you {OVERCOME TYPE OF PAIN}. And once the consultation is done, if you’re not convinced I’m the person to help you do harm done. But my guess, is that you’ll be another great success story. Like {NAME OF CLIENT}


Let’s get you on the calendar right away. {HOW THEY GET ON THE CALENDAR}. And, if you have any questions or concerns, you’re also welcome to reach me at {BEST CONTACT NUMBER}.

Looking forward to connecting with you,


Pro Tip:

In the subject line, be brief. But make sure to use words and phrases that appeal to their deepest desires. It might look like this:

“The next step toward claiming the body you want”

Pro Tip:

Be clear and descriptive in the “OVERCOME TYPE OF PAIN” section. This might look like:

“Ultimately, my goal is to help you beat down the naysayers and skeptics (even if you’re one of them), and achieve optimal fitness, energy, strength, and the confidence that may have slipped away from you.”

Email 3: Last Chance to Move Forward

Subject Line: Are you ready to schedule a time?
Send: 4 days after email 2


I’ve been trying to reach you.

I wanted to let you know...I’m super impressed with you and would love to help you move forward on your journey to {WHAT YOU HELP PEOPLE ACHIEVE}.

You’ve already taken that first step by letting us know a little more about you. That was the tough part. Now, let’s connect and I’ll show you what we can help you achieve. The consultation is going to give you all the information you need to make informed decisions and take action.

To get scheduled, simply {HOW THEY SCHEDULE}. You can also reach out to us directly with questions or concerns at {BEST CONTACT INFO}.

Looking forward to connecting with you soon,


By the way, my calendar is filling up, so if you don’t sign up soon it’s going to be another week or two before we can get you scheduled. So make sure you sign up today.

Pro Tip:

In the “What You Help People Achieve” section, be sure you’re pointing out the benefits of working with you. That sentence might look like this:

“...on your journey toward reclaiming your life, health, and confidence.”

Email 1: Easy Let Down for Unqualified Prospects

Subject Line: Resources to help you move forward
Send: 1 day or more after they don’t qualify


Thanks for helping us get to know you better. It’s obvious, from your answers that you’re looking for solutions to {PROBLEM YOU HELP PEOPLE SOLVE}. It’s fantastic that you’re taking those first steps and making important changes.

Things are really busy for us right now, and unfortunately, I don’t have the one-on-one time to dedicate to each person who reaches out to us. But, that doesn’t mean I can’t help you on your journey. Here is a list of resources you might find very helpful:


You are also welcome to email us with questions and we will do our best to get you answers and help you in any way we can.

Looking forward to making this a long-term relationship,


Pro Tip:

Your best resources are going to be free reports, blog posts, etc. since you want the person to feel like you want them and you want them to stay. Later they might become a client.

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