Done-For-You confirmation calls

Our Done For You Calls service is a structured follow-up system designed to confirm attendance and remind registrants about your upcoming digital events.

• Call 1: Confirmation call (next business day after registration)

• Call 2 & 3: Additional confirmation attempts every 2–2.5 days if no final status (confirmed, declined, or bad number)

• Call 4: Reminder call the day before the event

• Our call team pulls new registrations daily at 8:00 AM Eastern (covering the previous 24 hours)

• Calls placed the same day will appear in reporting the next business day

• Registrations from Friday–Sunday will begin showing call activity on Tuesday

Calls will stop under the following conditions:

• Registrant confirms attendance: They will not receive additional confirmation calls, only the day-before reminder

• Registrant cancels: They are removed from the call queue and added to a canceled leads report

• Bad phone number identified: No further call attempts are made

• Digital events only (seminars and movie events)

• Direct mail leads are handled by advisor offices via inbound calls

• Confirmation of attendance only

• No age verification or financial qualification is conducted

• Seminar calls: Flat rate regardless of event size

• Movie calls: Higher cost for large events due to increased registrant volume

No additional charges if your event exceeds attendance targets

Hi, this is CALLER NAME from PROGRAM NAME, and I’m calling for REGISTRANT NAME. You recently registered for our upcoming retirement workshop/movie at VENUE NAME on EVENT DAY, DATE, TIME, and I’m just calling to confirm your reservation.

Yes Confirm:
Excellent, we’re looking forward to seeing you there. I’ll give you a courtesy reminder call the day before the event. Thanks, and have a great day!

No Cancel:
Ok, thanks for letting us know. We host these events frequently, and we’ll reach out in the future to see if there’s another workshop that will work with your schedule.

Other, Uncertain:
These events are very popular and often fill to capacity, so it’s helpful for us to have a firm head count to be sure we can be great hosts. I’ll call you back in a couple of days and see if you’ve confirmed that you can attend.

Voicemail Script 1

Hi, this is CALLER NAME from PROGRAM NAME, and I’m calling for REGISTRANT NAME. You recently registered for our upcoming retirement workshop/movie at VENUE NAME on EVENT DAY, DATE, TIME, and I’m calling to confirm your reservation. These events are very popular and often fill to capacity, so we’d love to hear back from you to confirm your reservation. Please call me back at PHONE NUMBER, otherwise I’ll reach out again and see if we can connect. Thanks again, and we’re looking forward to seeing you at the workshop.

Voicemail Script 2

Hi, this is CALLER NAME from PROGRAM NAME, and I’m calling for REGISTRANT NAME. You registered for our upcoming retirement workshop/movie at VENUE NAME on EVENT DAY, DATE, TIME, and I’m calling to confirm your reservation. Please call me back at PHONE NUMBER, otherwise I’ll reach out again and see if we can connect.

Day Before Reminder Script

Hello, this is CALLER NAME from PROGRAM NAME with a friendly reminder that the event you’ve registered for is tomorrow EVENT DAY, EVENT DATE, VENUE NAME, START TIME. Please plan to arrive a several minutes early to be seated. Thanks, and we’ll see you tomorrow!