Last updated: August 31, 2026
Ben Argeband, Founder & CEO of Heartbeat.ai — Non-spammy by design.
What’s on this page:
Who this is for
This is for recruiters starting conversations who need a fast, respectful way to confirm whether a physician is open to hearing about a role. An availability check is a short, permission-first opener aiming for a simple outcome: yes, no, or not now.
A first touch that reads like a pitch tends to get ignored, blocked, or routed to a gatekeeper. Keeping the ask small keeps your pipeline moving without burning the contact.
Quick Answer
- Core Answer
- Use a permission-based availability check: ask to ask, add role/location specificity, offer two time options, include an easy out, and stop immediately on opt-out.
- Key Insight
- The strongest availability checks reduce effort on the recipient’s end: two-choice scheduling, a clear next step, and a clean way to decline.
- Best For
- Recruiters starting conversations
Compliance & Safety
This method is for legitimate recruiting outreach only. Always respect candidate privacy, opt-out requests, and applicable data and telecom laws. Heartbeat does not provide medical advice or legal counsel.
Quick structure to copy
- Identity: who you are and why you’re reaching out.
- Relevance: role type plus location or region, ideally in the first line.
- Ask to ask: confirm it’s okay to share details.
- Two time options: two specific windows in their local time.
- Easy out plus stop rule: make “no” simple; stop immediately on opt-out and suppress.
Framework: the permission-first pattern
This pattern keeps you out of the job-ad trap and gets you to a scheduled conversation faster than a generic pitch.
- Ask to ask: confirm it’s okay to share details before you pitch.
- Be specific: role type, location/region, and one real constraint (setting, schedule, call, start window).
- Two-choice scheduling: give two time windows so they can answer in one tap.
- Easy out: make “no” simple and polite.
- Stop rules: opt-out means stop, log, and suppress across channels.
The trade-off: fewer long back-and-forth threads, but more clean outcomes — a booked call, a request for details, or a close-out — and fewer complaints.
Step-by-step method
1) Choose the channel based on urgency and context
- SMS: best for quick scheduling and short confirmations. Keep it tight and include opt-out language.
- Email: best when you need more context (setting, schedule, call expectations) or aren’t confident the number is personal.
If you’re unsure whether a number is personal or an office line, lead with email or a light “is this a good number for you?” check rather than pushing forward on SMS.
Localize time zones and avoid early or late hours in your proposed windows. The goal is starting a conversation, not squeezing out a response at any cost.
2) When to use it
- Cold outreach when you have enough relevance to be specific — specialty, region, and one constraint.
- Warm leads such as referrals, prior applicants, or conference lists, when you want to re-open the door without dumping details.
- Locums timing when you need a quick “open to coverage?” before sending dates and logistics.
3) Build the message in five parts
- Identity: your name plus recruiting context.
- Relevance: role type and location/region, first line if possible.
- Ask to ask: “open to hearing details?”
- Two time options: two specific windows in their local time.
- Easy out: “If not you or not now, tell me and I’ll close the loop.”
4) Stop rules — non-negotiable
- Opt-out language (“STOP,” “unsubscribe,” “do not contact”): stop immediately, log it, and suppress across SMS and email.
- A plain “no”: acknowledge and close out. Don’t argue or re-pitch.
- Wrong person: apologize, suppress that number or email, and move on.
- Gatekeeper says do not contact: treat it as a stop and suppress.
- Complaint signal (anger, “how did you get this,” etc.): stop and route to your compliance process.
5) What to leave out of the first email
- Don’t paste a full job description. Your first goal is permission to talk, not full qualification.
- Don’t attach files. Ask permission first, then send a one-pager if they want it.
- Don’t negotiate comp in touch one. Keep it to relevance, timing, and next step.
6) Use a three-touch sequence, not a barrage
- Touch 1: availability check — ask to ask, two times, easy out.
- Touch 2 (24–72 hours later): shorter follow-up with one new detail (setting, schedule, call, start window) and the same easy out.
- Touch 3 (5–7 days later): close-the-loop message that makes “not now” easy to say and keeps the door open.
Stop earlier if you get a “no,” “not interested,” “wrong person,” or any opt-out.
7) Route replies into a simple decision tree
- Yes — confirm the best time and preferred channel; send two or three bullet details only.
- Not now — ask for a better month or week, set a reminder, and don’t keep pinging.
- Send details — send a short summary and ask one question, such as availability window or license state.
- No / stop — acknowledge, confirm suppression, and end.
Diagnostic table
| Situation | Use this availability check angle | Best channel | What to include | Stop rule |
|---|---|---|---|---|
| Warm referral / prior applicant | “Quick timing check — open to a 2-minute update?” | SMS first | Role type + location + two times | If “not now,” schedule one follow-up date |
| Cold outreach, high-signal profile | Ask to ask + one constraint (setting, schedule, call, start window) | Email then SMS | Why you reached out + easy out | If no response after 3 touches, pause and revisit later |
| Private practice owner / decision-maker | Respect time: “Worth a quick call?” with two windows | Email first | Reason + minimal ask | If gatekeeper replies “no,” stop and suppress |
| Locums interest suspected | “Open to hearing about short-term coverage in [region]?” | SMS or email | Coverage window + setting + two times | If “not licensed,” ask permission before continuing |
| Uncertain number ownership (office vs personal) | Confirm identity and permission before any details | Email preferred | Identity + “is this a good number?” + easy out | If wrong person, apologize and suppress that number |
Before you send: force these four fields into the message — [Role type], [Location/Region], [Two time options], and [Easy out]. If you can’t fill all four, don’t send yet — tighten targeting or switch to email.
Weighted checklist
Score your draft before sending. Aim for 8 or more.
- (2 points) Clear identity: name plus recruiter context, not a vague “opportunity.”
- (2 points) Specific relevance: role type and location/region in the first line.
- (2 points) Ask to ask (permission first) before details.
- (2 points) Two time options in local time (or “today/tomorrow”).
- (2 points) Includes an easy out (“If not you / not now, tell me and I’ll close the loop.”).
- (1 point) SMS includes opt-out language (e.g., “Reply STOP to opt out.”).
- (1 point) No pressure, no guilt, no repeated pings the same day.
Outreach templates
SMS templates (availability check)
- SMS #1 (cold, permission-first)
- “Hi Dr. [Last] — [Your Name] here (physician recruiting). Quick check: open to hearing about a [locums/permanent] [Specialty] role in [City/Region]? If yes, 12:10p or 5:40p work for a 3-min call. If not, just say no. Reply STOP to opt out.”
- SMS #2 (follow-up, shorter)
- “Dr. [Last], circling back — ok to send details on the [setting] [Specialty] need in [Region]? If a quick call is easier: 8:10a tomorrow or 4:50p today. If not a fit, tell me and I’ll close this out. Reply STOP to opt out.”
- SMS #3 (close-the-loop)
- “Last note, Dr. [Last] — should I close the loop on the [locums/permanent] [Specialty] role in [Region]? If you prefer, reply ‘later’ and I’ll check back next month. Reply STOP to opt out.”
Email templates (availability check)
- Email #1 subject lines
- “Quick timing check — [Specialty] in [Region]”
- “Ok to share details? [Specialty] role, [City/Region]”
- Email #1 (permission-first, two-choice)
- “Hi Dr. [Last],
- I’m [Your Name] with physician recruiting. I’m reaching out about a [locums/permanent] [Specialty] role in [City/Region].
- Before I send details — are you open to a quick 3-5 minute call to see if it’s even relevant? If yes, would [Day] at [Time Option 1] or [Time Option 2] (your time) work?
- If not a fit (or not you), just reply ‘no’ and I’ll close the loop.
- Thanks,
- [Signature]
- Opt-out: reply and tell me you prefer no further outreach.“
- Email #2 (one new detail plus easy out)
- “Dr. [Last] — following up in case my note got buried. This is a [setting] role with [schedule/call detail] in [Region].
- Ok to send the one-page summary, or would you rather do a 3-minute call? If a call: [Time Option 1] or [Time Option 2].
- If you’re not interested, reply ‘no’ and I’ll close this out.”
Send-details payload (after they say “send details”)
- Setting: “[Hospital/clinic] in [City/Region]”
- Schedule/call: “[Days/hours] + [call expectation]”
- Next step: “If it’s worth a quick chat, does [Time Option 1] or [Time Option 2] work?”
Edge-case templates: gatekeeper and wrong person
- Gatekeeper / office line (SMS or email)
- “Hi — this is [Your Name] with physician recruiting. Is Dr. [Last] the right contact for [Specialty] opportunities in [Region]? If not, no problem — who should I reach out to? If you prefer no outreach here, tell me and I’ll stop.”
- Wrong person (SMS)
- “Sorry about that — I have the wrong number. I’ll remove it and won’t contact you again.”
- Wrong person (email)
- “Apologies — I believe I have the wrong contact. I’ll remove this email and won’t follow up.”
Short reply handlers
- “Send details”: “Will do — before I send it, are you considering locums, permanent, or either? And which state(s) are you open to?”
- “Not now”: “Totally fair. What month should I check back? I’ll set a reminder and won’t ping before then.”
- “No”: “Understood — thanks for the quick reply. I’ll close the loop.”
- Opt-out: “Confirmed. I’ll stop and mark you as do-not-contact. Take care.”
Common pitfalls
- Pitching before permission: a first message that reads like a job ad gets ignored. Start with “ok to share details?”
- No two-choice scheduling: open-ended “when can you talk?” creates work for the recipient. Give two options.
- Missing the easy out: candidates need a graceful “no.” Without one, silence becomes the default response.
- Over-texting: multiple same-day pings look like spam and can trigger complaints. Keep a simple sequence and stop on negative signals.
- Not honoring opt-out: if someone says stop, stop across SMS and email — log it and suppress it.
- Being vague: “opportunity in your area” feels generic. Add role type, region, and one real constraint.
How to improve results
Track how often your availability checks convert into a scheduled call — or a clear “no” — within the first three touches. If your CRM can’t show you that, fix tracking before changing the copy.
- Tighten relevance: add one detail that proves it’s targeted (setting, schedule, call, start window).
- Shorten the ask: your first goal is a yes/no to a quick conversation, not full qualification.
- Use channel-appropriate length: SMS should be scannable; email can carry the extra context.
- Standardize stop rules: create one suppression process so opt-outs don’t leak between tools.
- Keep a wrong-number path: apologize, suppress, and move on.
Legal and ethical use
Recruiting outreach carries real compliance obligations, and you’re responsible for how you contact people and how you handle opt-outs. This section is operational guidance, not legal advice, and rules in this area have been actively changing.
- TCPA (calls/texts): telecom rules around consent and revocation for calls and texts have seen frequent updates recently, so confirm current requirements before relying on any single summary. FCC overview: Telephone Consumer Protection Act (TCPA).
- CAN-SPAM (email): use accurate sender info, avoid deceptive subject lines, and honor opt-out requests promptly. FTC guide: CAN-SPAM Act compliance guide.
- SMS minimums: identify yourself, keep the ask small, include opt-out language, and stop immediately on opt-out.
- Email minimums: clear sender identity, an honest subject line, and a working opt-out path that you actually honor.
- Suppression discipline: once someone opts out, don’t re-contact from another number or channel. Log it and suppress it.
Recordkeeping: document opt-outs and suppression actions in your CRM so the whole team follows the same stop rules.
Heartbeat.ai supports legitimate recruiting workflows; apply your internal policies and get counsel for your specific jurisdiction and use case, since telecom marketing rules in particular have shifted multiple times in recent years.
Evidence and trust notes
Generic blasting guidance harms candidate experience and channel health, which is why this article sticks to permission-first structure. Our trust approach is documented here: Heartbeat trust methodology and the more specific policy page: data ethics and acceptable use.
Primary compliance references used in this article:
FAQs
Should an availability check be the first message?
Yes — when it’s permission-first. Your first job is confirming they’re open to hearing details, not selling the role in message one.
What should I include in a physician availability check message?
Identity, role type plus location, an ask-to-ask line, two time options, and an easy out. For SMS, include opt-out language.
How long should the message be?
SMS: short enough to read in one screen. Email: still brief — aim for a quick timing check and a call slot, not a full job description.
What if they reply “not interested” or “stop”?
Acknowledge, confirm you’ll stop, and suppress them in your systems. Don’t try to save the conversation.
Can I use the same template for locums and permanent roles?
Use the same structure, but swap the relevance detail: locums usually needs a coverage window; permanent usually needs setting plus schedule/call expectations.
Next steps
- Want a broader workflow for fast physician sourcing? Use the locum tenens sourcing playbook to plug these checks into a full sequence.
- If you’re primarily texting, pair this with our physician recruiter SMS templates for follow-ups and reply handling.
- When you’re ready to run this in a system built for recruiter workflows, create an account: Sign up for Heartbeat.ai.
Operating rule: permission first, easy out always, and stop rules enforced every time.
About the Author
Ben Argeband is the Founder and CEO of Swordfish.ai and Heartbeat.ai. With deep expertise in data and SaaS, he has built two successful platforms trusted by over 50,000 sales and recruitment professionals. Ben’s mission is to help teams find direct contact information for hard-to-reach professionals and decision-makers, providing the shortest route to their next win. Connect with Ben on LinkedIn.