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Use these when a member is stuck at a specific step. All links go to app.mento.co. Members log in there and the platform shows their next step. Every nudge has a deadline placeholder so the ask is clear.
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These templates are written for you (the program lead) to send. Feel free to edit them into your own voice, but keep the deadline, the link, and the concierge contact.
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| Where is the member stuck? | Send this nudge |
|---|---|
| Invited, hasn't signed up | 1. Sign-up nudge |
| Signed up, hasn't booked chemistry calls | 2. Chemistry call nudge |
| Had chemistry calls, hasn't picked a coach | 3. Coach selection nudge |
Not sure where a member is? Ask your Mento Partner Success contact and we'll tell you exactly which nudge fits.
Send when: Member was invited but hasn't created their account.
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Subject: Action needed: your [Company] coaching spot
Hi [Name],
Following up on the coaching program we invested in for you through Mento. You were nominated for a spot but haven't signed up yet, and the Mento team has been in touch a few times without hearing back.
Please create your account by [MM/DD/YYYY]: app.mento.co
Use your work email. It takes about two minutes, and you'll be matched with coach options within a few days. Going forward, please respond to Mento's emails so they can get you set up, and reach out to [email protected] anytime with questions.
If coaching isn't a fit for you right now, let me know so we can offer the spot to someone else. Spots are limited and we want the investment to land where it's wanted.
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Send when: Member has signed up but hasn't booked their chemistry calls.
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Subject: Next step in your Mento coaching: chemistry calls
Hi [Name],
You're signed up for Mento, thank you. The next step is booking chemistry calls with your matched coaches (30 minute intros to figure out fit). The Mento team has reached out and hasn't heard back yet.
Please book yours by [MM/DD/YYYY]: app.mento.co
These calls are the fastest way to get you into real coaching. Please respond to Mento's emails so they can help you get scheduled, and if you're not seeing coach options that feel right (or have any questions), email [email protected] and they'll surface more.
Let me know if anything's getting in the way.
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Send when: Member had their chemistry calls but hasn't picked a coach.
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Subject: Pick your Mento coach by [MM/DD/YYYY]
Hi [Name],
You've had your chemistry calls, last step is picking your coach so you can start sessions. The Mento team has been checking in and hasn't heard from you.
Please select your coach by [MM/DD/YYYY]: app.mento.co
If you're torn between two, that usually means either would work well (trust your gut, you can request a rematch anytime). If none of them felt right, please respond to Mento's outreach so they can offer more options, or email [email protected] with questions.
Once you pick, you're in real coaching within a week.
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