Medicare — Attended Meeting Post-Event Email Sequence

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

Each pipeline has its own copy. The compliance disclaimer populates automatically based on the pipeline — no manual action needed.

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

Hi [Registrant Name],

It was a pleasure having you at our recent Medicare seminar — thank you for taking the time to attend. I hope the information we shared was helpful and gave you a bit more clarity around your Medicare options.

If any questions have come up since the seminar, or if you'd like to talk through your situation one-on-one, I'm happy to help. Simply reply with a quick "Yes" or "No," and we can take it from there — no pressure at all.

My goal is to make this process as clear and comfortable as possible for you.

I look forward to hearing from you.

Warm regards,

[your name & location]

[your email signature]

[your Medicare email and website disclaimer]

Hi [Registrant Name],

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

If you have any questions or want to chat more about your retirement 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 & location]

[your email signature]

[your Medicare email and website disclaimer]

Hi [Registrant Name],

I wanted to follow up in case you missed my last email. I know how overwhelming retirement 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 & location]

[your email signature]

[your Medicare email and website disclaimer]

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 retirement 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 & location]

[your email signature]

[your Medicare email and website disclaimer]

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

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.

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