Templates for Family Engagement

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Outreach Templates

First Outreach

Email:

Hi [Name]!
This is [Your Name] from [Your Agency] working with , and I'm just following up on a request for information you submitted on the website!
I see you're looking in the [Region] area for your [parent]. I'm happy to help however I can. Please give me a call, shoot me a text, or email back whenever you're free, I'd love the opportunity to talk more with you and see what you're looking for.
Thank you and talk to you soon!
[Signature]

Text:

Hi [Name]!, this is [Your Name] from [Your Agency]. I’m a senior living advisor in [Location] and I received your request for information. I’d be happy to answer any questions about senior living communities in [Location] and the surrounding areas. Is there a good time to connect regarding your search? We can also discuss over text if you prefer.

Second Outreach

Hi [Client Name]!
My name is [Your Name] from [Your Agency] working with !
I just left you a quick voicemail, but wanted to send you an email as well so you had my contact info. If you're available for a few minutes today, I'd love the opportunity to talk with you and see what you're looking for so I can best help you in your search.
Please feel free to call, text, or email at any time!
Thank you and I look forward to connecting soon!

Third Outreach

Hi [Client Name]!
This is [Your Name] from [Your Agency] working with !, and I just wanted to check in with you. You had submitted a request for information on senior living resources in [Region], so I wanted to see how I can help! [Optional: I live in the area myself, so I'm more than happy to give any information or recommendations you may need.] I tried to call you a couple of times but haven't been able to reach you. If you're still looking, please give me a call when you can and I'd be happy to help!
Thank you and I hope to hear from you soon!

Morning Outreach

Hi [Client Name]!
This is [Your Name] from [Your Agency] working with !, just following up on a request for information you had submitted last night. I see you're looking in the [Region] area! I'm happy to help however I can; Give me a call or shoot me a text when you can and I'd love to talk more with you about what you're looking for.
Thank you and talk to you soon!

After the Weekend Outreach

Hi [Client Name]!
This is [Your Name] from [Your Agency] working with , following up on a request you submitted over the weekend for information on senior living resources in [Region].
I'm happy to help however I can! I'll give you a call later today to follow up with you, talk more about what you're looking for, and see how I can best help. Please feel free to call, text, or email me any time if there is anything at all that I can assist with.
Thank you, and talk soon!

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