Confirmation sequence
The planned series of contacts between setting an appointment and the meeting itself.
Use this definition in team training or when clarifying a sales note.
Definition
A confirmation sequence carries an appointment from the moment it is set to the moment the meeting starts. A common shape is a read-back of the time at the end of the call, a text within minutes from the person the customer will meet, a message the day before with the link or address and anything to prepare, and a short live call a few hours ahead.
The messages should give the customer something each time. Asking whether they are still planning to meet offers an easy exit, while confirming that their quote is prepared and ready to go over does not.
Why it matters
Show rate is decided after the appointment is set, and the sequence is the only part of that window you control. It costs a few minutes of someone’s day, it can be assigned and checked, and it doubles as preparation, so the customer arrives expecting a specific person and a specific agenda instead of starting from zero.