Follow-Up

Follow-Up Email After a Meeting

A same-day recap email that locks in momentum after a sales meeting or discovery call: restates their goal, summarizes next steps, and confirms who does what by when.

Use it when: Use within a few hours of any meeting where there are next steps. Keep it skimmable and end with one clear ask.

Copy-paste template

Subject: Recap and next steps, [Your company] and [Their company]

Hi [First name],

Thanks for the time today. A quick recap so we are aligned:

What you are trying to solve: [their goal or problem, in their words].

What we discussed: [the two or three points that mattered most].

Next steps:
- [You]: [action] by [date]
- [Them]: [action] by [date]
- Together: [next meeting or decision] on [date]

I have attached [resource, for example the proposal or the case study you asked about]. Does the timeline above look right to you? If so, I will get [the next thing] moving.

[Your name]
[Title], [Company]

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