TEXT SAMPLES FOR FACE TO FACE APPOINTMENTS

TEXTING STILL ISN’T THE BEST WAY TO ASK FOR AN APPOINTMENT…BUT

I’m writing this post for a specific person. It may not be you, and that’s a-okay. This document is not for you if you are having success asking for face to face appointments via phone. I will always maintain that asking for an appointment via phone is far greater than asking via text message as it promotes relationship, and any time the word “finances” is read in a text it comes across like a billboard, generally drawing people away from responding. I stand by that thought and still agree with it. (read the link for more info!) Thus, if you are calling on the phone – pat yourself on the back and let me give you a high five from the internet. You don’t necessarily need to read any further. 

This post is for you if you are the person who is probably going to go ahead and text asking for an appointment anyway, even though your support raising coach and training has said it is 100% best to phone call and ask for face to face appointments. It is for you too if you are texting someone as a one off and don’t want to botch it, which I completely get.

That being said, I want to be clear that this post is not to condone texting for an appointment as the normal go-to, but knowing it will happen, at least if you text first you have examples of how to best word it. Okay! All that being said, let’s get into some samples. Well, in a minute.

WARNING LABEL TO THE SAMPLE TEXTS FIRST

  1. First off, an important distinction to be made here – THESE ARE TEXT MESSAGES…NOT social media direct messages (DMs). Yes, there is a difference and yes, it does matter
  1. DMs are never going to be as warm as a text message and 1,000% less warm than a phone call. (Pause here and think back to any times you have had people solicit you on FB Messenger en mass for donations. If you have ever had that done to you, you know it’s definitely not relational.)  If you don’t have someone’s phone number, DM and ask them for their contact info, but don’t DM any of these samples below.

***Here’s a sample asking for number and contact information on DM: 

“Hi Christy! Hey, how is Adam doing?? Heard he had a tough fall and have been keeping him in my prayers. I hope he is on the mend. Wanted to ask — could I get your contact info? Phone number, Email address, and mailing address? Zach and I are about to embark on a ministry journey and grabbing contact information. Thanks Christy.” 

  1. Don’t give too much information when sending a text message asking for a face to face appointment. Try to be as brief as possible while still giving needed information. Remember, you are asking for a face to face appointment (or in times of Coronavirus a Zoom appointment), not for them to join your team. You do not want to make an ask in written form or have your face to face meeting over text. Save the details for the appointment. It’s easy to make this mistake and not realize you are doing it, and then all of the sudden you are asking someone for financial partnership in a text. OOOPS. (that’s not a good thing) 
  1. It’s important to realize that there is a hierarchy of relationship when it comes to asking for appointments. Doing so over the phone or even in person is much warmer and relational than in a text. If you’re struggling with how to ask for an appointment – move down this list and start as high as you can! 
    • Hierarchy of warmth and relationship in asking for Face to Face Appointments:
      1. In person
      2. Phone call / Phone call + invitation letter first == these options are always best! 
      3. Invitation letter + Text message
      4. Text message
      5. Email
      6. DM

TEXT SAMPLES

TEXT SAMPLE 1:

“Hey Pete! Do you have time for a quick 2-3 minute phone call?”

(**Always my preferred option for a text message. Use the text to lead to the phone call. If they don’t answer you in a text, you still have the ability to call them later that evening or even the next day – just don’t wait too long. You can also try texting again.) 

TEXT SAMPLE 2: (*No invitation letter prior)

“Hey Taylor. Beau turned 1 years old?!?! WWHUUTT? The nerve of babies to grow. UGH. And how does time fly? Please answer life’s mysteries for me Taylor. I believe in you. 🙃

I don’t know if you’ve heard, but Zach and I are heading to Estonia to be workers with Assemblies of God World Missions. We are pumped. If you have no idea what I’m talking about: HA! 🤗 I would like to fill you in!! 

I’m reaching out because you recently came to mind. We are working on building up our financial and prayer partnership team and have to get to 100% before we can go to Estonia. I know you have been a major influence in my life and would love to connect about joining some aspect of our partnership team. 

Could we A. Zoom this week or next? (I’ll order us some Panera treats or Grub Hub while we meet if it works!) B. Grab coffee outside this week or next? C. Masks and coffee inside this week? 

Let me know what you think one way or another. Importantly, I want you to know that there’s no pressure. Except for you to solve life’s mysteries Tay. That I EXPECT. Love you, your friendship, and that darling 1 YEAR OLD. 

TEXT SAMPLE 3:  (*Invitation letter prior)

“Hi Rosie! I have been praying for you & Fred as you are recovering. My mom said you texted yesterday that you guys are on the mend- praise the Lord!💓 When you are feeling better, Zach and I would love to safely meet and share with you guys about our burden for Estonia, as well as invite you to partner with us, whether that be through prayer or finances. We are here until January 4th, so you just let me know when would be best. Much love to you guys!!❤️❤️”

TEXT SAMPLE 4: (*Invitation letter prior)

“Hey Ron and Kathie. This is Jenn Fortner. How are you all? Been thinking of you and of course Dustin recovering from COVID. I’ve been saying prayers since last time we spoke — How has he been since recovery? 

Would you be able to schedule a time to safely meet this week or next? Let me know if you are available and what works best for you, we are pretty flexible. We would love to connect, hear about how you all are doing, and share a bit more about what we are doing in ministry and see if it fits for you to join some aspect of our partnership team. 

Thanks guys. Most important note: Just want you to know we love you, your friendship, and praying that Dustin is well.”

NOTES

*some of these samples are written during COVID, so take “safely meet” etc out of equation once things go back to normal.

**One of these sample texts mentions “no pressure”. I left this phrase in because that can be helpful in some circumstances. I personally wouldn’t over-use anything that completely gets them out of considering financial support as an important option. I hear phrases from workers all the time like “prayer is more important” or saying during an appointment “consider support and pray about it” or “if you don’t want to it’s no big deal” — which are misleading statements and not always helpful. True, prayer is important but the best prayer partner is typically the one who is giving (Matthew 6:21). True you want someone to consider partnering but don’t throw that phrase into an appointment when now is the time to make the big ask, and they have been prompted to consider prior to your appointment. And finally, plainly said it’s not true that if they don’t want to support it’s not a big deal — even though we should hold yeses and no’s loosely in our hearts — it is a big deal if they join your team! Think through these phrases giving people outs carefully, and don’t overuse them. 


I hope this post and samples are helpful! – JF

7 thoughts on “TEXT SAMPLES FOR FACE TO FACE APPOINTMENTS

  1. I love the way you are so specifically practical in your columns and advice and training, Jenn. Thanks, and great job!

    Sent from my iPhone

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  2. I’m the lead pastor of a church and also a newly appointed world missionary. Everyone says calling is best, but I have always preferred the missionaries who emailed (1st choice) or texted (2nd choice) instead. I’m in my late 30s (so not particularly young), but on busy days I’ve had missionaries call the church and afterwards I’ll be racking my brain to even remember their names, whereas I can always refer back to a text or email. I wonder if you think times are changing at all in regards to phone calls being best?

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    1. Hey Liz! I think the experience is a different ball game for reaching out to churches vs. individuals. For connecting with a pastor / church — my personal go to is sending a Case Document via email or snail mail (Case Doc post is available from last year) and then phone calling the pastor. I think many workers get into their own groove reaching out to churches but typically speaking it isn’t cut and dry like the process is for reaching out to individuals. That all being said, yes! I think times are changing with phone calls for sure, particularly when we see millennials get into pastor roles that will change with churches too is my prediction.

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  3. Hi Jenn! Once you send a text message (like the one with no invitation letter prior) and you don’t get a reply, is it appropriate to follow up via phone call? Or how do you handle when someone doesn’t answer your text message? Maybe include a response for people that are high priority and that have expressed interest in your ministry and one for contacts you haven’t been in touch with in a while.

    Thank you!

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