Sales and customer contact
A follow-up email in two minutes after a meeting
The best follow-up email goes out the same day. With your notes and one fixed instruction, it takes two minutes.
4 min read
After a good customer meeting there's momentum. Sending a clear summary the same day makes an impression and prevents misunderstandings. Yet that email often gets left. With AI it becomes a small job.
What you need
- Your meeting notes, even as keywords. A voice memo in the car works too.
- What was agreed and what the next step is.
- The name and role of the person you're writing to, which you fill in yourself.
What a good follow-up email contains
- A brief thank-you for the meeting.
- Three points summarising what you understood about the customer's request or problem.
- What you agreed.
- The next step, with a date and who does what.
- An open invitation to add or correct anything.
Point 2 matters most. A customer who sees their problem summarised well feels understood.
Watch out for
- No new promises. Check the AI hasn't added anything that wasn't discussed.
- Real names and amounts: fill them in yourself if you're using a personal account.
- Keep it short. A follow-up of more than 200 words rarely gets read to the end.
Make it a fixed habit
Set yourself a rule: every customer meeting gets a follow-up email before the end of the day. With a saved instruction on your phone, you can do it between appointments.
Checklist
Your answers stay only in this browser.
Prompt to copy
Write a follow-up email of no more than 180 words after my meeting with a customer. Structure: brief thanks, three points on what I understood about the customer's request, what we agreed, the next step with a date and who does what, and an invitation to add anything. Add nothing that isn't in my notes. Leave [name] and [date] open if they're missing.
Notes: [paste]
