Free for law firms, accountants, and advisors
Inquiry follow-up scripts for law firms, accountants, and advisors
An inquiry that never gets scheduled, or a proposal that sits unsigned, is a client your firm already earned the right to serve. These scripts cover the unscheduled inquiry, the post-consultation follow-up, the unsigned proposal or engagement letter, and asking past clients for referrals, written the way a firm actually talks. Nothing here is legal, tax, or financial advice, it's scheduling and follow-up language only.
13 scripts in 4 moments, plus 6 tips. Free.
Inquiry not scheduled
Someone reached out with a real question and hasn't picked a time. A prompt, professional reply matters here more than almost anywhere else.
Hi [First name], thank you for reaching out to [Company]. What day and time work best for a consultation about [job or service]? We have openings [day].
Subject: Scheduling your consultation with [Company]
Hi [First name], Thank you for contacting [Company] regarding [job or service]. We'd like to schedule a consultation at your convenience. Here's our scheduling link: [link], or reply with a few times that work and we'll confirm. Best regards, [Your name]
Hi [First name], this is [Your name] from [Company], following up on your inquiry. I'd like to get a consultation scheduled at a time that works for you. Is there a day this week or next that's generally better?
- After the consultation3 scripts
- Proposal or engagement letter not signed4 scripts
- Referral ask3 scripts
- Making them work6 tips
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