First name is fine. This becomes the headline when they open the link.
Step 2 of 4
What's the situation?
One or two sentences. Be specific — this is what the page will explain back to them.
Step 3 of 4
What are the options?
Add 2–4 options. Each becomes a card on their page.
Step 4 of 4
When does this need to happen?
Optional — adds urgency context to the page.
What should they do with this page?
Your page is ready
When they open this link, the page already knows their situation, speaks their name, shows their options, and lets them submit their decision back to you — you get notified instantly.