4
Hi [FIRST NAME],
I enjoyed our call today, and I hope you
did too. Here are the top value adds we
went over:
Next steps:
I’ll [NEXT STEP] so we can proceed to
[SHARED GOAL].
@[FIRST NAME]: you mentioned
needing to check [ITEM], would it be
possible to do so before [NEXT STEP]
so I can show you [WIIFM]?
Resources for review:
- [CUSTOMER NAME] story: Improve
[STAT] by 10%
- [DOCUMENTATION LINK]: Connect
[BUYER COMPANY] with [OTHER
TOOL]
- [YOUR NAME]
4. POST-MEETING FOLLOW-UP EMAIL
WHY IT WORKS
Make it searchable
Use your company name to make emails easy to find in
your buyer’s inbox.
Send this to all meeting participants
Use this section for your email to all email participants.
Personalize your email
Call out important sections of your email to specific
participants. Important: ONLY add resources if they
provide a direct answer that your buyers asked for in
the call. If you don’t have anything to share, leave this
section blank.
Use compelling events to create urgency
Use the buyer’s timeline (New Fiscal Year, Internal
project kick off, Key hire joining the team) to speed up
the cycle.
Identify next steps for your buyers
Yes, it’s okay to call out items that your buyers
need to handle to keep your deal moving. It keeps
everyone accountable (even your buyers), and shows
professionalism.
What’s in it for me?
Any step in the process should bring value to your
buyers. Bring that front and center to keep your deals
moving fast. Failing to explain this translates to slower
response times and sub-par velocity in your deals.
Subject: [SELLER COMPANY] Call Summary
Send to: All seller-side meeting participants
1. [BENEFIT 1]: Improve [PAIN POINT]
by [SOLUTION
2. [BENEFIT 2]: Identify
[IMPROVEMENT AREA] by
[SOLUTION] (I attached some
resources for you on this based
on your questions during our
conversation earlier)
3. [BENEFIT 3]: Scale [PROCESS]
with [SOLUTION]
Send a follow up email to recap your call and outline next steps: