Your first-meeting confirmation emails can help you win more new clients.
That’s a bold claim, but stick with me for the next three minutes, and I’ll explain why it’s true.
Most first-meeting confirmation emails are functional.
They confirm the date. The time. The location. They might include a Zoom/Teams link.
Sure, they’re all important, but if you add one thing extra, it’ll turn a functional communication into something that’ll increase the chances of the prospect becoming a client.
Use your confirmation email to prove they’re in the right place
When someone books a first meeting with you, they might already be convinced you’re the adviser or planner for them.
However, some might be talking to other advisers.
The problem? You don’t know which are which.
So, don’t take a chance. Add one piece of carefully chosen social proof to your meeting confirmation email to prove to the prospect that you’re the expert they need.
For example, if the prospect has told you they want to understand whether they can afford to retire, your email could say:
“You told me you want to understand whether you can afford to retire. Here’s a video of John and Jane explaining how we helped them through the same challenge. They’re now both retired and loving their new life.”
Or, if they’re dealing with divorce, you could say:
“You mentioned that you want help dealing with the financial implications of your divorce. Here’s a VouchedFor review from Amy, who explains how we helped her through a similarly tough time.”
Simple.
Relevant.
Convincing.
And, if you’ve already collected the right social proof, free.
Two rules to follow
If you’re going to add social proof to your confirmation emails, follow two simple rules:
- Keep it simple by using one example
- Make the example specific to the prospect’s situation.
A video or review from someone who had the same problem, worry, trigger, or aspiration as the prospect is far more powerful than generic social proof.
It helps them think:
- “They’ve helped people like me.”
- “These people know what they’re doing.”
- “I’ve made the right decision getting in touch.”
Do both of these and your confirmation email becomes more than admin. It becomes part of your conversion process.
And if it helps the prospect feel reassured, understood, and confident before the meeting starts, you’ve already improved your chances of turning them into a client.
