Booking follow-up after a consultation

The consultation went well. The client said they wanted to think about it. They left, and now the question at the desk is what happens next. Wait for them to call? Send something? Say what?

The usual mistakes come from good intentions. A follow-up that repeats what was discussed puts private details on a lock screen. One that suggests what would suit the client moves a clinical judgment out of the room. Then there is the text sent to someone who never said yes to a follow-up at all. Confirm with your own advisor what you can send, and on which channel.

This kit is for clients who agreed at the consultation to a follow-up about booking, or who opted in to marketing messages. You pick the channel: email, text, a chat message or a printed card. You state what the client agreed to and how they book. When the consultation took place is optional, and vague is fine. So is the practitioner's name, as licensed. If you are not sure what they agreed to, check your record before going any further. You get a main message sized to the channel, a shorter text version, an opt-out line, and a two-line note for your team on when not to send. Nothing here pushes. The message makes booking easy for someone who wants to, and the choice stays with them.