Closing Made Simple: Planning Fee Confirmed Sequence

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Closing Made Simple | Planning Fee Confirmed Sequence

The Planning Fee Confirmed Sequence is a 4-email series designed to guide clients through the next steps after they agree to your planning fee. These emails ensure clarity, manage expectations, and keep clients informed as you begin crafting their personalized proposal. With a focus on transparency and professionalism, this sequence reassures clients that they’re in good hands.

What's included: 

Confirmation and Expected Turnaround: Confirms receipt of the planning fee and outlines the expected timeline for their proposal.
- Added to Queue: Notifies clients that they’re officially in your planning queue and provides an update on next steps.
- Why DMC May Take A Little Longer: Explains why working with Destination Management Companies (DMCs) might extend the timeline, keeping clients in the loop.
Proposal Update: Provides an update on their proposal's progress, ensuring they remain excited and engaged throughout the planning process.

This sequence helps you manage client expectations while reinforcing the value of your services, creating a smooth and transparent experience from the start.

This is a digital product and will be delivered electronically. Pictures and images are not included. See Terms & Conditions for full details.

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