Post-Booking SMS Sequence
This skill produces a complete SMS-only sequence for the window between a lead booking a call and the call itself. SMS and email play fundamentally different roles — do not combine them or treat SMS as a shorter version of email.
SMS is not for delivering content. SMS is for controlling attention, building rapport, and eliminating last-minute friction.
Email educates. SMS creates presence.
Step 0: Load the Direct Response Copy Foundation
Before writing any message, read the Direct Response Copy skill:
skills/direct-response-copy/SKILL.md
SMS applies a constrained form of the same principles. In particular:
- Opening lines section → Every SMS opens with a first sentence that earns the read. No corporate openers.
- Internet-native voice markers → SMS tone MUST feel human. These markers are the difference between a text that feels real and one that feels automated.
- Curiosity gaps → Morning-of SMS uses a strategic question that creates engagement before the call.
- AI tells → Apply the full checklist. In SMS, AI tells are even more obvious — one flagged phrase kills trust instantly.
- CTA principles → Every SMS that asks for action has a clear, frictionless next step. No vague closes.
Note: The long-form frameworks (pain quantification, So What? chain, founder story) live in the email sequence — not here. Keep SMS focused on presence and rapport. If a message is approaching 3 sentences of content, it belongs in email.
Core Principles
Why SMS is distinct from email in this sequence:
- SMS open rate: ~98%, read within 3 minutes
- Email open rate: ~25–45% in this window
- SMS tone must be conversational — it arrives in the same place as texts from friends and family. Anything that reads like marketing copy kills trust immediately.
- SMS does one thing per message. Never two.
- The setter or closer's name and personality should come through. These are not automated blasts — they should feel like texts from a real person on the team.
Jeremy Haynes' finding: Multi-channel (email + SMS + calendar reminder) reduces no-shows from 34% to 12%. SMS alone is responsible for the largest portion of that reduction because it reaches people where email doesn't.
Timing data: Sending texts at 6 PM results in 41% higher confirmation rates than texts sent at noon. Schedule evening texts where possible.
Step 1: Check the Client Brief
Before writing, read the client's brief at:
clients/[Client Name]/client_brief.md
You need: niche, offer, program name, tone, and the setter/closer's name (or use a placeholder). If the brief is missing, ask the user to fill it in first.
Step 2: Write the Sequence
SMS 1 — Booking Confirmation (send within 5–10 minutes of booking)
Job: Acknowledge the booking. Make it feel personal, not automated.
Template:
Hey [First Name]! It's [Setter Name] from [Brand]. Just saw your booking come through for [day] at [time] — locked in 🔒 Really looking forward to it. Check your email, I sent you a few things to look at before we connect. See you [day]! 👊
Rules:
- Opener is warm and personal, not corporate
- Acknowledge the specific day and time — specificity signals a real human sent this
- Point them to the email sequence — these two channels work together
- Keep it under 160 characters if possible (one SMS segment)
- Emoji use should match the client's brand tone (trading: use sparingly; lifestyle: more natural)
SMS 2 — Day Before the Call (send at 6–7 PM the evening before)
Job: Keep excitement high. Remove any doubt that the call is happening.
Template:
Hey [First Name] — [Setter Name] here. Just a reminder we're on tomorrow at [time]. Check your email tonight — sent you something good. See you then! 🙌
Rules:
- Evening timing is deliberate (41% higher confirmation rate vs. midday)
- Reference the email — creates a multi-channel reinforcement loop
- Do not include the call link here — save that for the reminder messages
- Keep it casual. This is the "friend reminding you about tomorrow" text.
SMS 3 — Morning of the Call (send at 8–9 AM)
Job: Confirm they're showing up. Surface any last-minute issues early.
Template:
Morning [First Name]! We're on later today at [time]. Quick question before we connect — [insert a simple, relevant question tied to their goal or situation, e.g., "are you still trading your own account, or have you looked into funded programs at all?"]. See you soon!
Rules:
- The question is strategic, not filler. It keeps them engaged and thinking about the topic. It also gives the closer intel before the call.
- Ask something that has a short, easy answer — not a big question
- This message should feel like prep, not a reminder
- Do not include the link yet — save that for the 1-hour and 5-minute messages
SMS 4 — 1 Hour Before the Call
Job: Surface any last-minute scheduling conflicts. Get confirmation they're coming.
Template:
Hey [First Name] — [Setter Name] here. We're on in 1 hour at [time]. Here's your link: [Call Link]. Reply if anything comes up. See you soon! 🚀
Rules:
- This is the first message that includes the call link
- Keep it extremely short — they're preparing for the call, not reading
- The reply invitation is intentional — if they're going to no-show, you want to know now so you can recover or reschedule
- Do not add content or value here — this is pure logistics
SMS 5 — 5–10 Minutes Before the Call
Job: Final push. Last frictionless path to joining.
Template:
[First Name] — jumping on in 5. Here's your link one more time: [Call Link]. 👊
Rules:
- As short as possible
- Name only, no greeting — at this point the rapport is established
- Repeat the link even though you sent it an hour ago — people lose links, especially on mobile
- No emojis except one punctuation emoji max — keep the energy focused
Step 3: No-Show Recovery SMS
When a lead misses the call, fire two recovery texts:
Recovery SMS 1 — 5–10 minutes after the missed call
Hey [First Name] — looks like we missed each other just now. No worries, things come up. Want to grab another time this week? [Calendly Link]
Rules: Zero guilt, zero frustration. One link. One question. Keep it easy to respond to.
Recovery SMS 2 — Next day (if not rebooked)
[First Name] — [Setter Name] again. Still have a spot open for you this week. [Calendly Link]. Let me know!
Rules: Brief. Low pressure. This is the last outbound SMS before the lead moves to a different follow-up cadence.
Step 4: Tone Calibration by Niche
Trading / Agency / Sales Training (direct, results-focused):
- Fewer emojis. Punchier language. More direct questions.
- Less "so pumped" energy, more "let's get after it" energy.
- Example morning SMS: "Morning [First Name]. We're on today at [time]. One thing to think about before we connect: what's the #1 thing you want to walk away knowing? See you soon."
Real Estate / Lifestyle / E-Commerce (warmer, story-forward):
- More warmth. Slightly longer sentences.
- Can use first-person storytelling in the morning question.
- Example morning SMS: "Morning [First Name]! So excited for our call today at [time]. Quick question: where are you at with listings right now — mostly referrals, or are you testing anything new?"
Step 5: What SMS Is NOT Responsible For
The following belongs in the email sequence, not SMS:
- Case studies and social proof
- Objection handling
- Belief-shift content
- Long-form value delivery
- P.S. lines and credibility stacks
If you find yourself writing an SMS that's longer than 2–3 sentences of real content, you're writing an email. Send it to the email skill instead.
Step 6: Save the Output
Save to:
clients/[Client Name]/post_booking_sms_v1.md
Increment version number if v1 exists. Never overwrite.
Format with:
- Message number and timing as header:
SMS 1 — Booking Confirmation (within 5–10 min) - Full message text in a code block (exactly as it would be sent)
- Merge tags in brackets:
[First Name],[Setter Name],[Brand],[Call Link],[Calendly Link] - Tone notes below each message if the niche requires calibration
Flag if client brief is missing the setter/closer name, as this significantly affects personalization.