Follow-Up After Meeting
Follow-Up Sequences
Recap and next steps after a meeting or call.
Tone
Fill in the blanks
Subject:
Great chat! Here is what is next
Hey Pat, Great chat today! Quick recap: Main focus: unifying your customer data from Stripe and your auth provider Next step: scheduling a demo with your team lead next Tuesday I will get that calendar invite over to you. Let me know if anything else comes to mind. Alex
When to Use
Within 2-4 hours after a meeting or call.
Pro Tips
- •Send within hours, not days
- •Summarize key points discussed
- •Clearly state the agreed next steps with dates
Common Mistakes
- •Waiting too long to send
- •Not including specific next steps
- •Being too lengthy
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