Plan Reminder Email (To Customer)
Sent to: Customer When: 3 days after invitation if not yet accepted
What It Contains
- Gentle reminder
- Portal link
- Option to contact business
- Reassurance about flexibility
Purpose
A gentle, non-threatening reminder to customers who haven't responded to the initial invitation.
Tone
Calm, patient, understanding. "Reminder," not "Warning." No urgency or pressure.
Screenshots
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