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Estate Planning — Attended Meeting Post-Event Email Sequence

Automated email follow-ups for contacts who attended your Estate Planning seminar.

When you mark someone as "Attended Meeting" in Eventfull, the system automatically sends a 3-email follow-up sequence. This goes to attendees who did NOT fill out a contact card at the event — people who showed up but left without booking a next step.

They came. Don't let them go cold.


How the Sequence Works

Email
Timing
Goal
Email 1
3 hours after marked "Attended Meeting" (business hours)
Re-engage while the event is fresh, prompt a yes/no reply
Email 2
24 hours after Email 1
Follow up with non-responders
Email 3
50 hours after Email 2
Final touchpoint before moving to nurture

Important: If someone filled out a contact card at the event, move them to "Appointment Booked" instead. That stops this sequence from firing.


The Emails


Email 1 — 3 Hours After Status Update (Business Hours)

Hi [Registrant Name],

It was great having you at our recent estate planning seminar! I hope you found the information helpful.

If you have any questions or want to chat more about your estate planning options, just reply with a quick "Yes" or "No."

I'd love to help make things as easy as possible for you.

Looking forward to hearing from you,

[Your Name] [Your Email] [Twilio Phone] [Email Signature] [Financial Disclaimer]


Email 2 — 24 Hours After Email 1

Hi [Registrant Name],

I wanted to follow up in case you missed my last email. I know how overwhelming estate planning decisions can be, and I'd love to help simplify the process for you.

If you're open to chatting, just reply with a quick "Yes" or "No," and we can go from there.

Looking forward to hearing from you,

[Your Name] [Your Email] [Twilio Phone] [Email Signature] [Financial Disclaimer]


Email 3 — 50 Hours After Email 2

Hi [Registrant Name],

I just wanted to check in one final time to see if there's anything I can do to help with your estate planning questions or decisions. I know it can be a lot to navigate, but you don't have to do it alone — I'm here if you need guidance or support.

If you'd like to chat, just reply with a simple "Yes" or "No," and we can take it from there. No pressure, just here to help when you're ready.

Take care,

[Your Name] [Your Email] [Twilio Phone] [Email Signature] [Financial Disclaimer]


What You Need to Do

Update your pipeline the same day. The 3-hour window is intentional — the event is still fresh in their mind. Every hour you wait, the lead gets colder.

When You Update
Result
Same day
3x more appointments
2–3 days later
Response rates drop significantly
Never
Nothing triggers — no follow-up happens

When someone replies "Yes" — respond the same day. Get them on the calendar.

When someone replies "No" — the system closes the loop and stops messaging them. No action needed.

No reply after all 3 emails — move them to Long-Term Nurture. They attended, which means they had a reason for being there. The nurture sequence keeps you top of mind until they're ready to engage.


Pipeline Stage Reference

Stage
Who Goes Here
What Triggers
Attended Meeting
Everyone on your sign-in sheet
Post-event sequence fires in 3 hours
Appointment Booked
Anyone who filled out a card at the event
Stops appointment request sequence
Did Not Attend
Registered but didn't show
Separate re-engagement sequence fires immediately

For questions about your pipeline setup or sequence status, submit a support ticket.

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