The follow-up email after a client meeting

Three rules

• Use their words. Repeat the problem the way the client described it. It proves you heard it and it avoids the argument about what was meant.
• One next step, one date. Not “let’s stay in touch”. “I will send the proposal by Thursday, and we talk on the 21st.”
• Match the tone they set. A client who wrote “Dear Ms Alvarez” gets formal. A client who wrote “hey!” gets warm. Never colder than they were.

Formal example

Subject: Follow-up on our meeting of 14 October

Dear Ms Alvarez,

Thank you for your time today. As I understood it, your team currently spends about one day a week merging reports from three regions, and the current tool does not handle the Spanish and German calls.

We agreed on the following next steps: I will send a pilot plan for two teams by Thursday 16 October, and you will let me know who from IT should join our next call.

Please let me know if I have missed anything.

Kind regards,
Daniel Weiss

Warm example

Subject: Great talking today, and next steps

Hi Lucía,

Thanks for today, that was a useful conversation. Two things I took away: the Friday report merge is the real pain, and the Spanish calls are what the current tool gets wrong.

Next: pilot plan for two teams from me by Thursday, and you check who from IT joins the next call.

Talk on the 21st.
Daniel

A thank-you after a first meeting

If nothing was decided, the email still goes out, shorter: thank them, name one thing you learned, and propose the next step. Six examples, including “nothing was decided”.

Written from the call

Trippi Notes writes the client email from the summary of the call, so the client’s words are in it because they are in the transcript. The client’s address is in To if it is known (and remembered after the first time), the tone is formal or warm by one click, the language is the client’s, and “make it shorter and add that the demo is on Thursday” rewrites it. How sales teams use it.

Sending from Trippi Notes is part of the paid plans and goes to people from the meeting or from your contacts, in your name, with replies to you. Copying the email or opening it in Gmail, Outlook or your mail app works on every plan and for any address.

How to start

1. 1Build the summary. After the call, the summary has decisions, open questions and action items. The email is written from it.
2. 2Write the email. Pick the tone and language, tick what goes in, and the draft appears with the attendees already in To.
3. 3Read, adjust, send. Change it in words (“shorter, drop the budget point”), then send from Trippi Notes or open it in your mail.