Hello - The language below is my preferred “tee up” information. Please use this template when referring clients to my office. I believe the language will give referrals a good idea of my services and approach.
I’d like to have the same type of “template language” on file for referrals to your office. Please forward your preferred tee up language and I will incorporate that into my referral process. I retain an e-mail template in an Outlook folder for quick access and to simplify the referral process.
Thank you,
I would like to introduce you to a trusted resource and very knowledgeable Estate Planning Attorney, Colleen Watters. I have the greatest confidence that Colleen can address your estate planning needs. She has offices in Sacramento and Placer county. You can learn more about her services and background through visiting her website at www.CJWattersLaw.com.
Colleen can be reached at 916-225-3570. Feel free to call her at your earliest convenience.
I’d like to have the same type of “template language” on file for referrals to your office. Please forward your preferred tee up language and I will incorporate that into my referral process. I retain an e-mail template in an Outlook folder for quick access and to simplify the referral process.
Thank you,
I would like to introduce you to a trusted resource and very knowledgeable Estate Planning Attorney, Colleen Watters. I have the greatest confidence that Colleen can address your estate planning needs. She has offices in Sacramento and Placer county. You can learn more about her services and background through visiting her website at www.CJWattersLaw.com.
Colleen can be reached at 916-225-3570. Feel free to call her at your earliest convenience.