Email Introduction to COI Referred by Client
Use this email when reaching out to a client's attorney, CPA or insurance broker for the first time.
Email Follow-Up After Meeting New COI at Event
Use this email when reaching out to an attorney, CPA or insurance broker you met at a networking event.
Email Invitation for Lunch to Touch Base
Use this email to reach out to COIs periodically to touch base and invite them to lunch.
Email Follow-Up After a Meeting
Use this email as follow-up with an attorney, CPA or insurance broker after a breakfast, lunch or coffee to invite them to learn more about your business.