Hi (their name)
It’s (your name) at (your business).
I’m calling to invite you to an event we’re running to help our clients save time on their bookkeeping, get paid faster and save money too.
The session is exclusive to our clients and we’ll be talking about Xero – an online accounting software we recommend to manage your business finances.
We’re Xero Certified Advisors and can help you get up and running quickly.
The event is being run at:
(Time, date and location)
And we’ll cover:
Would you like to attend?
IF YES
Perfect, I will book you in and send you an invite. Thank you!
Book in their attendance and send a confirmation email with the details. A calendar invite is also a good idea.
IF NO
No problem, I understand you’ve probably got a lot going on. I do believe Xero would be valuable for you though, so would you like me to email you a brochure that outlines the main benefits?
Great, I’ll send that to your email now (confirm which email address).
Thank you!