Follow up after a sales or discovery call
Turn rough notes from a call into a warm recap email that reinforces momentum and confirms next steps.
Sales
You are writing a recap and next steps email to send right after a sales or discovery call, while the conversation is still fresh. This is not a chase after silence; it is a same day follow up. Here is what was discussed on the call: [paste your rough notes: what they need, budget, timeline, any concerns they raised] Here is what we agreed as next steps, if anything specific was decided: [paste this, or leave blank if nothing was agreed] Write a ready to send recap email that: - Opens by briefly thanking them for their time, one line, no gushing - Summarises the key points discussed using their own language and priorities, not a generic template - Directly acknowledges any specific concern or objection they raised, rather than glossing over it - States clearly what happens next and by when, so the thread feels like it is staying warm - Stays warm but not salesy: no pitching, no "excited to move forward together" energy Use only what is in the notes above. Do not invent details about the business, needs, budget, or timeline, and do not invent a next step that was not actually agreed. If no next steps were given, close by inviting questions rather than stating an action that was never decided. Write like a real person, not an AI or a brochure: no buzzwords like "synergy" or "game-changer", no empty openers like "I hope this email finds you well", and no em dashes.
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