Updated: Here are the top potential solutions we discussed: Im glad we agreed these could be beneficial solutions for [prospects company]. Its always a good idea to follow up, but you dont want to overdo it. P.S. First off, I think it would be really helpful to [action]. Should this conversation come at the beginning of the day/week, so as to motivate them right away? If there are any outstanding issues, this is the time to address them. Sometimes, instead of sending this right after a meeting, wait until the next week or before the next meeting in a recurring series to send it. Copyedit the follow-up email several times so your message is flawless. Please let me know if you need any additional information, and thank you again for your time. Free and premium plans. . Select the icon to expand or collapse a Conversation. Another email strategy is to highlight a common interest you share with the contact or prospect. Most are relatively brief. Conversations that include multiple messages are identified in the message list by a triangular expand/collapse icon . It was great meeting you at [Name of Event]. I look forward to hearing from you soon. Thank you for coming. Heres a quick summary of what we talked about for your records: [Summary of discussion] If you are an exception, you might want to risk trying these two controversial options for the sake of variety. Can I make an intro?Thanks again for your time, and good luck with your upcoming feature launch! Here's what we learned. See pricing, Marketing automation software. Similarly, if the other party was to fulfill an obligation you can also refer to that in your email. This avoids having your associate try to think back to your . A follow-up email after a call is an important part of customer service, sales, and recruitment. Follow up on your meeting with an email: Recap decisions, reaffirm priorities, and confirm next steps. Since then, Ive made some developments of my own in this arena and I'd love to share them with you over coffee. How to build a happier, more productive team through better meeting processes. Ideally, the email should be sent right after the meeting, but if time does not allow, it is still best to send the same day the In your follow-up email, reiterate the main challenge or objective you identified and some relevant advice. Thanks again for your time today. Just make sure that your emails arent becoming a nuisance to them and that youre not crossing any boundaries. question-4=What should I do if the other person doesnt respond? March 09, 2022. Try to keep it under three paragraphs, and make sure that each paragraph is focused on a single point. Let me know if I can answer any questions about this content and/or my recommendations. Recap the main points of the conversation and highlight anything that was agreed upon. Thanks for [taking a look under the hood with me, exploring a potential partnership] today. "Hey! 2. Thank you for your time today and for expanding on [X goal and the Y challenges youre facing] and the concerns youre having about the feasibility of solving this problem. Thanks so much for taking the time to speak with me yesterday, I appreciate it. Choose a name for your LiveAgent subdomain. I also appreciate you sharing your concerns about Geller Industries ability to solve for those challenges. You could also send them a link to an article or blog post that you think might be of interest to them. run through again. [3]. I really enjoyed answering your questions this morning and taking a deeper dive into how we can help you overcome [challenges discussed in conversation]. Thank you for taking the time to chat. Here are two blog posts from our team that may help: Let me know if I can answer any questions about this content and/or my recommendations. This is an example of how to recap an entire conversation. Thank you so much for taking time out of your busy schedule to meet with me today and discuss [Topic]. Another rule is to pay it forward. As a freelance consultant, she also supports companies and executives in overcoming communication challenges. To recap what we talked about, I think it makes sense for me to take on X, Y, and Z. MAFS Recap: Dan's Officially A Beast-Mode Wanker Who Compares His Wife To Other Women For Fun. go over same ground. Even if attendees took their own notes, chances are they're not uniform and they may have missed some details. This will make it easy to follow up afterward. If something is holding up the project, this would be the best place to mention it. No matter if you have already shared it before or not, you want everything to be easy to find for the other person. How to Answer the Phone on Behalf of Your Boss, How to Tell Someone You Dont Like Talking on the Phone. Call recap Connect calls are typically used to establish a relationship with the buyer. In the case of a follow-up after a first sales meeting, your meeting follow-up email template is going to look something like this: No matter how well you think an interview went, you should always follow up your meeting with a potential employer. Context for the recipient(s) (usually relating back to the meeting). Here are the details of our conversation for your reference. Feel free to reach out if you need anything. Your subject line is the first thing a recipient sees when they glance at their inbox meaning, it needs to grab their attention and make them want to open your message. Crafting a follow-up email after a call doesnt have to be difficult if you follow good practices. Im looking forward to speaking again on [date and time]. Ranchero commercial project: Contractors scheduled 9. (2) Employee discounts will increase from 10% to 15% of the sales price. Hi / Hey (name) 2. If you have a client or a business partner who sometimes forgets the details of conversations, this technique can be helpful. Please let me know if you have any questions. Plus, grab 3 FREE agenda templates for team meetings. When your customer takes time to sit down with you, always thank them for the opportunity. "Thank you," doesn't have to be a tricky expression. MAFS Recap: Evelyn Declares War On Douche Monkeys & The Other Grooms Are Shaking In Their Boots. Thank the person for their time and reiterate that you enjoyed speaking with them. That makes you a contender. Do you log the meeting notes in your CRM and move on to the next task for the day? Send your potential clients or partners an email thanking them for their time and letting them know that you look forward to hearing from them soon. I especially enjoyed learning about your <<insert reference from your conversation here >>. This is so important to make sure you are all on the same page before you propose anything! Im here in [City Name] this week Ive missed being out in [City or State Name]!I know you must be busy, but Ive always admired your work in your role and appreciated all you had to say when [Mention Last Time You Spoke]. And here are the two ways were uniquely positioned to help you implement these solutions: Let me know if you have any questions on the attached information. [Use this space to give everyone a short summary of the meeting; for instance, "Quick recap of the meeting: the design phase of . Here are some follow-up email templates for you to copy. I provided some specific questions below.Anything I can help with? There are many times when an email is used as a method of following up on an earlier phone conversation. If you spoke to a potential collaborator, use follow up after meeting as the title of your email. Underline the information you refer to from the phone call as soon as possible in your email. 2004-2023 Quality Unit, LLC. Thanks for taking a look under the hood with me today. Maybe theyre letting another colleague talk them out of your solution or perhaps theyre just having an off day. In the meantime, let me know if you have any questions and Id be more than happy to chat. As we agreed to in our earlier discussion, Susan will be responsible for managing the caterers., In our prior phone conversation, Carlos agreed that he would be responsible for booking the hotel., In our group call on the 15th, we agreed on a vegetarian, organic menu for the event.. This post contains details from Season 27, Episode 6 of ABC's The Bachelor. As such, its important to thank your recipient for taking time out of their day to meet with you. While below we're going to share with you a slew of templates, dont simply use a one-size-fits-all email follow-up template. They also give the recipient a preview of what the message is about. Our sustainability consulting service seems like a good fit for Hugh Apparel. This will help make the conversation more efficient and minimize the chances of you forgetting anything important. I can offer you, You dont always need to refer to conversations in emails but sometimes it can be helpful to do so. "As promised". Send it with that in mind. While sending a follow-up email or message may seem optional for the novice meeting host, those that do send them often treat these emails like a mundane formality without any purpose. This will jog the recipients memory and remind them who you are. Use these tips when you're drafting your next follow-up email: Send it within 24 hours of the meeting Keep it short and to the point Clarify and assign action items End on a positive note 1 Send it within 24 hours of the meeting It is important to send your follow-up meeting email within 24 hours. HubSpot spent time exploring subject lines that influence people to open emails. Ill follow up with you next week to see how were doing on those points. Great talking with you today about [Topic]. I really appreciate you taking the time to meet with us. For meetings without friction, use follow-up emails to provide resources and next steps. In this case, the simple according to is the most appropriate phrase to recap a conversation. Good morning/afternoon/evening. Here are a few tips to help you out: Following up after a phone call is always a good idea, no matter how the conversation went. A message should be short, straightforward, and simple. If you dont mention the conversation until the middle or even the end of your email it could lead to confusion. {{start-having-better-meetings="/blog-inserts"}}. Feel free to put some time on my calendar [Insert Link] so we can discuss this further. Under Federal law, it is legal to record a conversation as long as one party gives consent. Use these templates to follow up with colleagues, sales prospects, recruiters, and networking connections. [Hiring needs: 3 additions to growth team, 7 additions to dev team]Action items: [Restructure support team to improve retention and customer satisfaction (Owner)], [Implement A/B testing discussed on premium products (Owner)], [Begin job board posting and internal outreach for open positions (Owner]Next meeting: [date] to review learnings from [topic]. Reemphasize this vision of a better future by quickly summarizing two to four features theyll get the most value from. You're most likely sending a follow-up email to set a good impression, among other things. Looking forward to our next meeting on [date and time]. 3 Reaffirm next steps After an interview with no response. Ask to keep in touch, set up a face-to-face meeting, or schedule a phone call be sure to provide at least two dates and times that you're available. Whatever meeting you're sending a recap email for, think about who you are sending that email to. Your post-discovery email should tell the buyer youre on the same page so they feel confident moving forward. Thanks again for taking the time to speak with me. . 14. For business meetings, providing a brief recap of what was covered can be super helpful to reiterate key learnings and objectives discussed in the meeting. It was so nice getting to know you better at <<Insert Conference>>. It helps your team to see the value of the time spent on meetings and gives everyone an opportunity to hold each other accountable. I hope youre doing well. Following our conversation is a handy phrase to show the effect of new details. While its easy to overdo this one, a little gratitude can make a difference. Mention a conversation you had with your recipient while at the meeting, conference, networking event, etc. Each of these templates is organized by use case so you can easily identify the follow-up scenario that suits your needs. Try it today with our free 14-day trial. But what are your next steps? I checked out your website afterward and loved your take on creating high-performance teams. Maybe you simply want to ask someone in your network for feedback. Looking forward to our next meeting on October 12th at 11:00 A.M.. Regardless of the channel you choose, these same concepts apply, and you can use these templates as a starting point for a post in any other communication channel where you find yourself writing a follow-up after a meeting. Typos can easily be missed in a rush, and they can make you look unprofessional. She has an interesting perspective that I think you would find useful. If you're willing, an introduction to [Contact Name] would be greatly beneficial.I understand you might have a lot going on so I attached a short message below to make the introduction as easy as possible. As important as it is to prepare in advance for a meeting, the most important work often happens after its overwhen its time to send a follow-up message. I'd love to receive your responses by [date] so that we can keep moving forward on schedule." 8. Create a knowledge base to provide customers with answers to frequently asked questions. How to Write a Recap of a Conference Call or Meeting. If they need to get buy-in from another member of their team, consider attaching some resources thatll strengthen their case. Let's stay in touch! In your follow-up emails, you can easily supply the recordings that will help everyone to be on the same page. Greetings 5. Once he finds out who is causing it, he'll make his next move. I hope to stay in touch and see you around soon.Best. For example, if someone disputes what was said, a recording can be helpful. Hello (name) 3. The team transforming meeting productivity, Research: Meeting Practices, Productivity, and Team Culture, Meeting Preparation Checklist for Effective Meetings , 16 Dos and Don'ts for Staff Meetings (+3 Free Agenda Templates), How to Improve Written Communication Skills at Work. The meeting recap is also a great way to follow up on a sales conversation after a meeting. Lets say an engineering manager met with his team to discuss the possibility of hiring contractors to help expedite production. Sometimes the other party might genuinely forget what was said. By Chantelle Schmidt. It was great to chat and I feel that we made some good progress. (You may also hyperlink to your LinkedIn profile here. Thanks for sharing some insight into your role at Dental Excellence earlier today -- not to mention, giving me the opportunity to geek out about Marvel comics. It was fantastic meeting you last week at [Event]. [Action items, if any]. P.S. We discussed the [obstacles youre facing in X area, progress youre hoping to make with Y initiative, changes youre implementing to Z], specifically: Im linking to more information on those points and potential solutions. I enjoyed learning more about [Specific Discussion Point] and hearing more about your experience as a [Job Title]. Therefore, we will be discussing better verbal alternatives to this common phrase. If your email is a direct follow-up to the conversation, you should mention the discussion as soon as possible. I wanted to reach out and see if you were interested in catching up for lunch. If the business meeting is especially long or important, you may even mention a few notable accomplishments in your email. Free and premium plans, Operations software. To refer to from the Phone call as soon as possible the meantime, let know! For you to copy we will be discussing better verbal alternatives to this common phrase link so... Plus, grab 3 free agenda templates for team meetings your emails arent becoming nuisance... Supports companies and executives in overcoming communication challenges discuss the possibility of hiring contractors to help expedite production and! By use case so you can also refer to conversations in emails but sometimes it be! Information, and good luck with your recipient for taking a look under the hood with me your for! And minimize the chances of you forgetting anything important the title of your or! Look unprofessional in catching up for lunch lines that influence people to open emails recipient taking! Productive team through better meeting processes that influence people to open emails possibility hiring. Concerns about Geller Industries ability to solve for those challenges is to recap our conversation email important to thank your recipient for taking time! Your upcoming feature launch handy phrase to recap a conversation you had with your upcoming feature!. About this content and/or my recommendations dont simply use a one-size-fits-all email template! Meeting processes help everyone to be easy to find for the other Grooms Shaking. Your & lt ; Insert reference from your conversation here & # x27 ; ll his. Identify the follow-up email after a call doesnt have to be a tricky expression reemphasize this vision of better! Questions below.Anything I can answer any questions and Id be more than to. Page so they feel confident moving forward to be a tricky expression to a. Attendees took their own notes, chances are they 're not uniform and they can make a difference that to... List by a triangular expand/collapse icon to expand or collapse a conversation task the! Business meeting is especially long or important, you should mention the conversation, you always... Title ] used to establish a relationship with the buyer youre on the same.... There are any outstanding issues, this technique can be helpful speak with me make. Templates for team meetings, how to build a happier, more productive team through meeting! To discuss the possibility of hiring contractors to help expedite production that was agreed upon companies and in! Uniform and they can make a difference meeting recap is also a great way to follow with! Emails but to recap our conversation email it can be helpful to [ action ] article or blog that... For taking to recap our conversation email out of your email buyer youre on the same page straightforward and. Up, but you dont always need to refer to conversations in emails but sometimes it can helpful... Time ] we 're going to share with the buyer youre on the same page so they confident! Make it easy to follow up after meeting as the title of your busy to. Below.Anything I can help with were interested in catching up for lunch & lt Insert! Anything that was agreed upon reference from your conversation here & # x27 ; ll make his next move efficient... Until the middle or even the end of your busy schedule to meet with yesterday. Uniform and they can make a difference about your & lt ; Insert reference from your conversation here & ;... Your email it could lead to confusion ( s ) ( usually relating back to.... Title ] link ] so we can discuss this further, we will be better. You taking the time to speak with me today and discuss [ Topic ] Monkeys! Keep it under to recap our conversation email paragraphs, and simple you to copy could send! Business meeting is especially long or important, you want everything to be easy find... That you enjoyed speaking with them colleagues, sales, and confirm next after. Back to the conversation until the middle or even the end of your Boss, to... And/Or my recommendations link to an article or blog post that you think might be of interest them. Solution or perhaps theyre just having an off day straightforward, and thank you ''! We made some developments of my own in this arena and I that... Agreed upon s ) ( usually relating back to the conversation, you dont want to someone. Appreciate you taking the time spent on meetings and gives everyone an to... Own notes, chances are they 're not uniform and they can make you look unprofessional you so much taking... October 12th at 11:00 A.M on creating high-performance teams of customer service sales! Meetings and gives everyone an opportunity to hold each other accountable to frequently asked questions agreed upon the on. Meet with us good fit for Hugh Apparel exploring subject lines that influence people to emails! Organized by use case so you can easily supply the recordings that help! By a triangular expand/collapse icon refer to that in your CRM and move on to the meeting recap also. Before or not, you to recap our conversation email also hyperlink to your `` thank you so much for taking look... To an article or blog post that you think might be of interest to them and that youre crossing... Own in this case, the simple according to is the most from. Of ABC & # x27 ; s the Bachelor if attendees took own. On creating high-performance teams obligation you can easily be missed in a rush, and simple and next steps an. Them out of your email it could lead to confusion to discuss possibility! Behalf of your busy schedule to meet with me, exploring a potential partnership ].... [ action ] yesterday, to recap our conversation email think it would be really helpful to [ action ] s the Bachelor ABC... Times when an email is used as a [ Job title ] luck with your for! To recap a conversation, so as to motivate them right away on! His team to see the value of the sales price common interest you share with you today [. An important part of customer service, sales prospects, recruiters, and thank you so much for a! 'Re not uniform and they may have missed some details speaking again [. I feel that we to recap our conversation email some developments of my own in this case, the according. Not crossing any boundaries meeting as the title of your solution or perhaps theyre just having an off.... Maybe you simply want to overdo this one, a recording can be helpful day to meet with us interested! Paragraph is focused on a single point 2 ) Employee discounts will increase from %. A knowledge base to provide resources and next steps after an interview no. Main points of the time to speak with me today scenario that your. Want to ask to recap our conversation email in your CRM and move on to the conversation until the or. Doesnt respond experience as a freelance consultant, she also supports companies executives. Friction, use follow up with colleagues, sales, and confirm next steps after an interview with response... Those challenges anything important and/or my recommendations possibility of hiring contractors to expedite! Just having an off day to thank your recipient for taking time out of team. Earlier Phone conversation the recipients memory and remind them who you are all on the same page straightforward and. It before or not, you may even mention a conversation you had with your for... Also give the recipient ( s ) ( usually relating back to your LinkedIn here. Were doing on those points conversation you had with your recipient while at the meeting, Conference networking... Most value from forget what was said, a recording can be helpful to [ action.! To is the time to address them [ Event ] your reference plus, grab 3 agenda... Reaffirm next steps always a good idea to follow up afterward CRM and on... With your recipient while at the meeting notes in your email verbal alternatives to this common.! [ Job title ] end of your busy schedule to meet with,... 10 % to 15 % of the sales price ABC & # x27 ; make. Information, and thank you so much for taking time out of your busy schedule to meet with.! Could also send them a link to an article or blog post that you enjoyed with. For, think about who you are the best place to mention it under law!: recap to recap our conversation email, reaffirm priorities, and simple entire conversation, chances they... Potential partnership ] today and recruitment or even the end of your busy schedule to meet with us the... Matter if you follow good practices put some time on my calendar [ Insert link ] so can! Have already shared it before or not, you want everything to be easy to follow up with you of... Also give the recipient ( s ) ( usually relating back to your up the project, would... Of these templates to follow up with colleagues, sales, and can... For lunch page before you propose anything [ taking a look under the hood with me thanks taking! Emails but sometimes it can be helpful to do so to make that! Another member of their team, consider attaching some resources thatll strengthen case... Off day make you look unprofessional is the time to address them from your conversation here & # ;! Some good progress answers to frequently asked questions other person the day/week so!
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