Preparing for Confirmations: Sample Call

Get access to a confirmation call to hear what you should be saying to your leads and see a live demo of a caller using the Call Queue in Trailmap.

This call is used to:

• Confirm a registrant’s attendance

• Ensure they have all necessary event details

• Set expectations for the workshop

• Provide a professional and helpful experience

I’m reaching out because you recently registered for one of our upcoming educational retirement workshops, and I just wanted to briefly confirm your registration and make sure you have everything you need.

I see that your registration may include a guest. If you’re planning to bring someone and haven’t shared their name yet, you’re welcome to provide that anytime.

This workshop is designed to share educational information to help you feel more prepared and confident about retirement. We’ll be covering common questions and key considerations people often have as they approach or enter this stage of life.

Our goal is to make this as helpful and relevant as possible, so if there’s anything specific you’re hoping to learn or get clarity on, I’d be happy to pass that along to the team.

You’ll also receive a reminder by email and text on the day of the workshop with all the final event details.

Thank you again for registering—we really appreciate your time and look forward to having you join us.