Appointment setting follow-up template

Use this free sample for website form leads, missed replies, booked-call nudges, and CRM notes. If you want it written for one client workflow, build the one-copy order packet before copying the after-packet $5 PayPal URL.

Try the appointment generator Open $5 payment page Verify checkout Build order packet
Preview of the lead follow-up kit with templates, a tracker, and AI prompts

Free appointment-setting sample

Day 0: Hi [Name], thanks for reaching out about [service]. The easiest next step is a quick call so we can confirm fit, timing, and what you need handled first. Day 1: Hi [Name], just checking if you still want help with [service]. If yes, reply with a good time or I can send a booking link. Day 3: Hi [Name], should I close the loop for now? If you still want to talk, reply "call" and I will send the next open times.

What the $5 custom version includes

Booking sequence

Day 0, 1, 3, 5, and 7 messages for one offer, source, tone, concern, and next step.

VA and CRM notes

Short messages a VA can paste into email, SMS, DMs, or a CRM task without rewriting from scratch.

Packet-first handoff

Build the order packet, paste the copied PayPal note, and the custom sequence is written from those details after payment is verified.

Good fit for

Appointment setters

Use it when a prospect answers once, goes quiet, and still needs a clean path to book.

Virtual assistants

Use it as a small SOP starter for inbox, CRM, missed-call, and warm-lead follow-up work.

Small agencies

Use it as a leave-behind for clients who need better replies before a larger automation build.

No-clone checkout proof

Build the one-copy order packet first, then run the public release-tarball command to verify the exact copy-only after-packet $5 checkout route without cloning this repo.

npm exec --yes --package https://github.com/trungcodeer/softjunk-lead-kit/releases/download/v2.29.165/softjunk-lead-kit-0.2.2.tgz -- softjunk-lead-kit pay --mode custom --json
  • Copy-only PayPal URL after packet: amount 5.00 USD to https://paypal.me/softjunk/5USD.
  • Current release: v2.29.165.
  • Release tarball: softjunk-lead-kit-0.2.2.tgz.
  • SHA-256: https://github.com/trungcodeer/softjunk-lead-kit/releases/download/v2.29.165/softjunk-lead-kit-0.2.2.tgz.sha256.
  • Stop condition: this route is not payment proof; start fulfillment or stop only when seller-side PayPal evidence exists or PAYPAL_PAYMENT_VERIFIED=true.

Ready for a custom appointment sequence?

Build the one-copy order packet, copy the PayPal note, verify checkout, then copy the after-packet PayPal URL when the packet is ready. The note is used to match the payment to the right custom sequence.

Build order packet