Cut & Paste Templates

As anyone who reads my stuff has probably noticed, I fancy myself a poor man’s intellectual.

I feel bad for the person who gives me a receptive audience and a microphone.

Danger Will Robinson!

So - to balance this painful tendency, this week’s email is in the weeds.

Super in the weeds.

I can be tactical as a motherF&$r when required to get the job done.

Without further adieu, here are a bunch of cut-and-paste templates that my PH-based assistant uses when scheduling meetings for me.

These live in Notion for me, but you can keep them wherever.

Send these to your new assistant!

Scheduling a Meeting (forwarded)

Hi ___ and Jon,

I would be happy to schedule a meeting for both of you. Jon's schedule for this week/next week is as follows:

November XX from YY to YY pm PST November XX from YY to YY am PST

Please let me know if any of these times work for you, and we can schedule a meeting at your convenience.

Scheduling a Meeting (direct contact)

Hi ___,

I was instructed to arrange a meeting for you and Jon. Jon's availability for next week is as follows:

November XX from YY to YY pm PST November XX from YY to YY am PST

Please let me know if any of these times work for you and we can schedule a meeting at your convenience.

Scheduling a Meeting (from Social Media)

Hi ___,

This is Jon's assistant, Germaine. I'm happy to set up a meeting for both of you.

Jon's schedule for this week and next week is as follows:

December XX from YY to YY pm PST December XX from YY to YY am PST

Please let me know if any of these times work for you, and we can schedule a meeting at your convenience.

Scheduled Meeting

Hi ___,

I’ve scheduled the meeting for you and Jon on November XX from YY am to YY am PST.

You should have received an email invitation by now.

Have a great call!

For WCB PM

Hi ___,

I have scheduled the meeting for you and Jon on MONTH XX from YY am to YY am PST. You should have received an email invitation by now.

Please have a look at the following links below to learn more about the program while waiting for the scheduled meeting with Jon.

https://www.peterlohmann.com/

(Link to Peter’s Website)

shorturl.at/avLP7 (Link to Podcast Episode About Program)

Have a great call!

Unconfirmed Meeting/No Response/Follow-up

New email to follow-up

Hi ___,

I hope this email finds you well.

I wanted to follow up on the email I sent last week regarding a potential schedule for a meeting with Jon. I have not yet received a response from you, and I wanted to ensure that you received my email.

If the original dates and times that I suggested do not work for you, please let me know, and we can find an alternative time that works better for your schedule.

Thank you for your prompt attention to this matter. I look forward to hearing from you soon.

1st Confirmation

Hi ___,

I'm confirming your meeting with Jon Matzner regarding the XXX. I have reserved a time slot for you this week and next week:

November XX from YY to YY pm PST November XX from YY to YY am PST

Please let me know if any of these times work for you and we can schedule a meeting at your convenience.

2nd Confirmation

Hi ___,

I’m reaching out again to confirm your meeting with Jon regarding XXX. I have reserved a time slot for you:

November XX from YY to YY pm PST November XX from TIME

Yours in Outsourcing,

Jon

P.S. - Coaching is still closed!