Video
Call Template
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⭐ Disengaged (to Re-Engaged)
1 | EMAIL
Email 💌
Subject: [Personal Video Inside] Checking in…
Subject: [Video] Haven’t seen you in a while…
Subject: [Personal Video] How are you doing, Name?
Hi Name!
It’s ______ (your name), your Member Success Concierge here at Thrive! I just made you a quick video message because we haven’t seen you around Thrive in a while and I wanted you to know that we’re thinking about you!
If you’re stuck or feeling discouraged, I’d be happy to support you to get back on the train! You can click here to Book A Zoom Call on my calendar!
And, if there’s anything else I can do to support you in the meantime, please let me know.
2 | VIDEO
Video 📹
Hi Name! This is _________, your Member Success Concierge at Thrive! How are you?
I haven’t seen you around Thrive in a while. And, I’d love to see you reach your goals for joining Thrive and truly rock your business!
So if there’s anything I can do to support you please let me know. And, if you’d like to hop on a quick Zoom call, just click on the link in the email and we can hop on zoom for a few minutes. I hope to see you soon! And, if there’s anything else I can do to support you, please let me know.
3 | CALL TEMPLATE
Intention
⭐ Connect. Serve. Acknowledge. Be Curious. Invite them to take to a forward step!
Hi (Name) ! It’s really great to see you /meet you! I really like your ____ (Zoom background) and I’m excited to support you! I have us down for ____ (30 mins), but I have a small cushion if we need an extra few minutes. Sound good?
We are recording this call, however… if at any time you want me to turn off the recording, I would be happy to do so… sound good?
Awesome! I love that you booked a call with me and my intention is to support you as best I can. So, before we jump into anything Thrive-oriented, I’d love to hear where you’re at right now in your business and where you’d like to be in 3 months so I can help us focus our time toward what would be most valuable for you… and then I’m here to support you with anything else you’d like support with. Sound good?
You HAVE spoken before 😄
Awesome! Last time we spoke you said that your business right is __________ (current situation).
And in the next 3 months you want your business to __________ (vision).
💎 Acknowledge & Reflect
I believe in you and I know you can get there. A bunch of Thrivers from our very last challenge were able to do that and I know that you can too!
🌱 If they share feedback
Add it to this Feedback Board
💎 Acknowledge & Reflect
1st time Speaking to them 😁
Awesome! *How would you describe how your business is going right now? And where do you want it to be in 3 months?
💎 Acknowledge & Reflect
I believe in you and I know you can get there. A bunch of Thrivers from our very last challenge were able to do that and I know that you can too!
I am also curious how has your experience in Thrive been so far, and is there anything we can do to make it better?
🌱 If they share feedback
Add it to this Feedback Board
💎 Acknowledge & Reflect
They won't answer questions 🤔
Absolutely! I am more than happy to support you in any way that would be helpful to you.
And, while I am looking up your account in our system, would you be open to giving me a super quick update of where you’re at and where you want to be in 3 months so I can best support you?
🌱 If they insist on skipping this
No problem! How can I best support you?
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