Sales OS Emails

💰 Sales Call Scheduled

1 | Sales Call | Scheduled | Instant | Email | 💰📧

Subject Line: You’re Set, {{contact.first_name}}
Preview Text: Your call details are inside.
Hey {{contact.first_name}},
Your call’s locked in. Here’s what you need:
When: {{appointment.start_time}}
Where: {{appointment.meeting_location}}
Add it to your calendar so you don’t forget: {{appointment.add_to_google_calendar}}
See you then. Should be fun.
{{location.name}}

2 | Sales Call | Scheduled | 1 day before | Email | 💰📧

Subject Line: {{contact.first_name}}, Your Call is Tomorrow
Preview Text: Your meeting is coming up—here’s a quick reminder.
Hey {{contact.first_name}},
Quick reminder—your call is tomorrow at {{appointment.only_start_time}}.
Location: {{appointment.meeting_location}}
Take a minute to think about what you’d like to cover so we can make it count.
See you then.
{{location.name}}

3 | Sales Call | Scheduled | 1 hour before | Email | 💰📧

Subject Line: {{contact.first_name}}, Your Call’s in 1 Hour
Preview Text: Be ready—1 hour to go.
Hey {{contact.first_name}},
Your call’s in 1 hour.
Location: {{appointment.meeting_location}}
Find a quiet spot, grab a drink, and let’s make it count.
See you soon,
{{location.name}}

4 | Sales Call | Scheduled | 10 minutes before | Email | 💰📧

Subject Line: {{contact.first_name}}, Your Call Starts in 10 Minutes
Preview Text: Almost time—get ready.
Hey {{contact.first_name}},
Your call starts in 10 minutes.
Location: {{appointment.meeting_location}}
Grab a coffee, take a deep breath, and let’s do this.
See you soon,
{{location.name}}

💰 Sales Call No Show

1 | Sales Call | No Show | Instant | Email | 💰📧

Subject Line: We Missed You, {{contact.first_name}}—Let’s Try Again
Preview Text: Missed your call? Let’s set a new time.
Hey {{contact.first_name}},
Looks like we missed you on our call. No worries—life happens. Let’s lock in a new time that works for you.
Reschedule here: {{appointment.reschedule_link}}
Talk soon,
{{location.name}}

2 | Sales Call | No Show | 1 day later | Email | 💰📧

Subject Line: {{contact.first_name}}, Let’s Get You Back on Track
Preview Text: Missed your call? Let’s reschedule.
Hey {{contact.first_name}},
Looks like you missed your call. No problem—we’re here when you’re ready.
Grab a new time here: {{appointment.reschedule_link}}
Let’s make it happen,
{{location.name}}

3 | Sales Call | No Show | 2 days later | Email | 💰📧

Subject Line: {{contact.first_name}}, Let’s Get Back on Track
Preview Text: Missed your call? Let’s reschedule.
Hey {{contact.first_name}},
We missed you again! No worries—let’s get this back on track.
Reschedule here: {{appointment.reschedule_link}}
Looking forward to it,
{{location.name}}

💰 Sales Call Cancelled

1 | Sales Call | Cancelled | Instant | Email | 💰📧

Subject Line: {{contact.first_name}}, Let’s Get Your Call Back on Track
Preview Text: Missed your meeting? Let’s reschedule.
Hey {{contact.first_name}},
We saw you had to cancel—no worries. Life happens, but your goals don’t have to wait.
Reschedule here: {{appointment.reschedule_link}}
Looking forward to it,
{{location.name}}

2 | Sales Call | Cancelled | 1 day later | Email | 💰📧

Subject Line: {{contact.first_name}}, Ready to Pick a New Time?
Preview Text: Your goals are waiting. Let’s reschedule.
Hey {{contact.first_name}},
Your call was canceled, but we’re still here when you’re ready.
Grab a new time here: {{appointment.reschedule_link}}
Let’s make it happen,
{{location.name}}

3 | Sales Call | Cancelled | 2 days later | Email | 💰📧

Subject Line: {{contact.first_name}}, Let’s Get Back on Track
Preview Text: Missed your call? Let’s set a new time.
Hey {{contact.first_name}},
Your call was canceled, but your goals don’t have to wait.
Reschedule here: {{appointment.reschedule_link}}
Let’s get this back on track,
{{location.name}}