Get Set Up: Engage Email
Engage requires that mentors send an email through Engage when accepting new clients
[Client Name],
I’m very happy to meet you to discuss [paraphrase what is in the MRE].
I am available to meet clients virtually. I prefer Zoom. I have an appointment available on [date] @ [time]. Assuming this date/time is convenient for you, I will schedule an appointment. If you need to cancel your appointment, please e-mail me at [mentor’s email address]
I look forward to working with you.
[Mentor’s signature and email]
+ Scheduling System
[Client Name],
I’m very happy to meet you to discuss [paraphrase what is in the MRE].
You can self-schedule a Zoom meeting with me via [link to scheduling app]
I will send you an email with actionable information that will help you get started in advance of our video meeting. [mentor drops this paragraph if client has not provided enough information for the mentor to identify actionable information]
I look forward to working with you.
[Mentor’s signature and email]
+ CRM + Proactive Scheduling
[Client Name],
I’m happy to meet you to discuss [paraphrase what is in the MRE].
I have scheduled a session when we can meet. You will receive a confirmation email.
If the date or time does not work, please either cancel it or reschedule it using the links at the bottom of the “Your Booking” confirmation email.
I will send you an email with actionable information that will help you get started in advance of our video meeting. [mentor drops this paragraph if client has not provided enough information for the mentor to identify actionable information]
I look forward to working with you.
[Mentor’s signature and email]