These sample scripts can help your team communicate clearly and confidently on video. Use them as a starting point and customize them so they reflect your organization’s voice and highlight what makes your care unique.  Learn about the SalesMail AI Script Writer & Teleprompter here.  

Business Development / Community Liaison

Post-Meeting Follow-Up

Use Case: After connecting with a referral partner.

Hi [RECIPIENT], this is [YOUR NAME], [TITLE] with [LOCATION].

It was great connecting with you today — thank you for taking the time. Our team is always here to support the families you serve with responsive, compassionate care when they need it most.

If there’s ever a family you’d like us to follow up with, or anything we can do to help, please don’t hesitate to reach out. I look forward to staying in touch.

Suggested CTA Buttons:
Refer a Family
Contact Me

Referral Partner Thank You

Use Case: After receiving a referral.

Hi [RECIPIENT], [YOUR NAME] here from [LOCATION].

I just wanted to personally thank you for the referral. We truly value our partnership and the trust you place in us to care for the families you serve.

If there’s anything we can do to support you or make the process easier, I’m always happy to help. Thanks again.

Suggested CTA Buttons:
Refer Another Family
Contact Our Team

Event Invitation

Use Case: Invite partners to an educational or networking event.

Hi [RECIPIENT], this is [YOUR NAME] from [LOCATION].

We’re hosting an upcoming event for our partners and I wanted to personally invite you to join us. We’ll be sharing helpful insights on supporting families as they navigate care decisions.

I’d love to see you there.

Suggested CTA Buttons:
RSVP for the Event
View Event Details

Agency Introduction (Evergreen)

Use Case: Introduction sent to new referral partners.

Hi [RECIPIENT], I’m [YOUR NAME], [TITLE] with [LOCATION].

I wanted to introduce you to our agency and the services we provide. Our goal is to deliver peace of mind for families while supporting partners like you throughout the care journey.

[ADD A SENTENCE ABOUT WHAT DIFFERENTIATES YOUR AGENCY]

If there’s ever a family you think we could help, feel free to reach out anytime.

Suggested CTA Buttons:
Learn About Our Services
Refer a Family

Operating Director / Executive Director

Family Welcome Message (Evergreen)

Use Case: Leadership welcome message for new clients.

Hello [RECIPIENT], I’m [YOUR NAME], [TITLE] at [LOCATION].

We’re honored you chose our agency for your care needs. Our goal is to provide safety, comfort, and reliability so you can feel confident every step of the way.

If you ever have questions, our team is always here to support you.

Suggested CTA Buttons:
Meet Our Team
Contact Our Office

Community Partnership Introduction

Use Case: Leadership message when launching a new partnership.

Hi [RECIPIENT], this is [YOUR NAME], [TITLE] at [LOCATION].

I wanted to personally share how excited we are to partner with your organization. Working together helps make care transitions smoother for the families we serve.

Thank you for your partnership and trust.

Suggested CTA Buttons:
Learn About Our Services
Connect With Our Team

Recruitment Messaging

Use Case: Leadership message used for caregiver recruiting.

Hi [RECIPIENT], I’m [YOUR NAME], [TITLE] at [LOCATION].

We’re growing our caregiver team and wanted to share what makes our organization special — supportive training, flexible scheduling, and a mission centered around dignity and quality care.

If you're interested in joining a team that truly makes a difference, we’d love to hear from you.

Suggested CTA Buttons:
Apply Now
View Open Positions

Service Recovery Follow-Up

Use Case: When service concerns arise.

Hello [RECIPIENT], this is [YOUR NAME], [TITLE] with [LOCATION].

I heard about your recent concern and wanted to personally reach out. We take your feedback seriously and are working to address the situation and ensure we make things right.

Thank you for bringing this to our attention. I’ll follow up with you soon.

Suggested CTA Buttons:
Contact Me Directly

Care Manager / Client Care Coordinator

Pre-Assessment Introduction (Evergreen)

Use Case: Before an in-home assessment.

Hi [RECIPIENT], I’m [YOUR NAME], your Care Manager with [LOCATION].

I’ll be meeting with you soon for your in-home assessment to learn more about your needs and answer any questions you may have. I just wanted to introduce myself ahead of time so you feel comfortable before we meet.

I look forward to seeing you soon.

Suggested CTA Buttons:
Confirm Assessment
Contact Your Care Manager

FAQ Evergreen Videos

Use Case: Answering common family questions.

These videos can be recorded once and reused across many conversations.

Examples include topics such as understanding VA benefits for home care, how long-term care insurance can help pay for care, how families typically pay for home care services, and what services home care provides.

These videos help families feel informed while reducing repetitive questions for your team.

Suggested CTA Buttons:
Schedule an In-Home Assessment
Learn About Our Services

Care Plan Explanation

Use Case: Explaining the care plan after assessment.

Hi [RECIPIENT], this is [YOUR NAME] with [LOCATION].

I wanted to walk you through your personalized care plan so you understand each part and how it supports your goals. If any questions come up as you review it, please feel free to reach out.

I’m always here to help.

Suggested CTA Buttons:
Contact Your Care Manager

Ongoing Family Check-Ins

Use Case: Regular updates for families.

Hi [RECIPIENT], this is [YOUR NAME] from [LOCATION].

I just wanted to check in and see how things are going with your current care plan and caregiver support. If there’s anything you’d like to adjust or discuss, please let me know.

We’re always here to support you.

Suggested CTA Buttons:
Request a Care Update
Contact Your Care Manager

Intake Coordinator / Scheduler

Inquiry Follow-Up

Use Case: After a family inquiry.

Hi [RECIPIENT], this is [YOUR NAME] with [LOCATION].

I know exploring care options can feel overwhelming, and I’m glad you reached out. I wanted to follow up and see how I can help answer your questions and guide you through the next steps.

You can schedule an in-home assessment using the button below.

Suggested CTA Buttons:
Schedule an In-Home Assessment

Next Steps Explanation

Use Case: Explaining onboarding steps.

Hi [RECIPIENT], this is [YOUR NAME] with [LOCATION].

Now that we’ve connected, I wanted to walk you through what happens next — including paperwork, scheduling your in-home assessment, and preparing for the start of care.

If any questions come up along the way, please don’t hesitate to reach out.

Suggested CTA Buttons:
Complete Intake Forms
Schedule an Assessment

HR / Caregiver Recruitment

Interview Reminder

Use Case: Before a caregiver candidate interview.

Hi [RECIPIENT], this is [YOUR NAME] with [LOCATION].

Just a quick reminder about your upcoming interview. We’re looking forward to learning more about your experience and interest in caregiving with our team. [ADD ANY IMPORTANT INFO SUCH AS WHAT TO EXPECT OR TO BE PREPARED WITH, DIRECTIONS IF MEETING AT A PHYSICAL LOCATION, ETC.]

See you soon.

Suggested CTA Buttons:
View Interview Details

Interview Follow-Up

Use Case: After a candidate interview.

Hi [RECIPIENT], this is [YOUR NAME] from [LOCATION].

Thank you again for taking the time to speak with us today. It was great learning more about you and your experience.

If you have any follow-up questions, feel free to reach out anytime.

Suggested CTA Buttons:
View Open Positions

Offer Acceptance & Welcome

Use Case: When a caregiver accepts an offer.

Hi [RECIPIENT], this is [YOUR NAME], [TITLE] at [LOCATION].

Welcome to the team. We’re excited to have you join us and look forward to the positive impact you’ll make for our clients and families.

We’ll follow up shortly with your onboarding details and next steps.

Suggested CTA Buttons:
Start Onboarding
View Training Resources