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Set the Agenda

Hi [Caller’s Name], thanks for calling about the estate plan promotion! To discuss your estate plan and tailor a solution, I’ll get you scheduled for a 20-30 minute phone call with a senior paralegal with our in-house legal team, API Law. I just have two quick questions, then we'll take a look at their calendar, sound good?

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Personal Information

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Schedule Appointment

Tristen’s calendar (right click and open in new tab)

Great, thank you.

Okay, I’ve got [day] or [day] available—what works best for you AND any other decision-makers to be on the call?

Perfect. Does [time in time zone] or [time in time zone] work better?

Awesome, you’re booked for [day] at . You’ll get a confirmation email shortly with all the details. I’m excited for you to chat with Tristen—thank you for your time!

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Client Information

Please make sure the name spelling and email are an exact match to the client's contact record.

First Name

Last Name

Phone Number

Additional Notes - Please put "VEIL EP" in the box below before submitting

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Set the Agenda

Schedule Appointment

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