I have also included my availability for the next few weeks in case you want to get in touch. I especially enjoyed learning about your <<insert reference from your conversation here >>. Ready to put our call follow-up email templates to use? Select the icon to expand or collapse a Conversation. (1) The new webpage will go live. Please let me know if there is anything else I can do meanwhile. My contact information is still the same: [phone number] and [email address]. Feel free to reach out if you need anything. Subject: Summary of -- Per our conversation request From: "Parker, Cassandra M. (EXCH)" <CMPARKER -at- INTERMEDIA -dot- COM> Date: Wed, 13 Jan 1999 12:14:55 -0500. If you had a meeting with a client over the phone, use phone meeting follow up as the title of your email. This follow-up is often an email, but it also might be meeting notes shared in Slack or Microsoft Teams, or a comment in some other forum. An external sales meeting, for instance, requires an entirely different type of follow-up than an internal one. If not, Ill talk to you on Wednesday at 4:15 p.m. A Guide to Using Plain Language in Writing, Flow: Ensure Sentences Are in Logical Order, Entrepreneurs Guide to Writing Business Plans and Proposals. Thanks so much for taking the time to speak with me yesterday, I appreciate it. To say something again or a number of times, typically for emphasis or clarity. Even if matters aren't so extrememaybe you had a stimulating and engaging conversationit's still disappointing if nothing seems to come out of it. If they need to get buy-in from another member of their team, consider attaching some resources thatll strengthen their case. For a salesperson, this might be a very short affirmation of a prospect's main challenge, how the salesperson can help overcome that challenge, and a proposed next step. In situations like these, a quick reminder message may be all they need to get back to you. To deepen the rapport you built on the call, mention a commonality or talking point. Your message should include the following features, no matter the type of networking you took part in or which industry you're in. They may be very obvious now, but theres always a chance something will be forgotten later on. One way you can continue the conversation is through a follow-up email. Here's what we learned. See pricing, Marketing automation software. Thank the person for their time and reiterate that you enjoyed speaking with them. Hiring contractors follow-up). If there are any outstanding issues, this is the time to address them. Maybe you're looking to schedule a meeting with someone you met to continue building your relationship with them. Heres [resource #1 and #2] that demonstrate how we can help you boost [business goal] and solve [business challenge]. [2]. P.S. "Thank you in advance" and similar phrases to close an email will help the sender deliver the message the way they intended. The next step is [action item]. Here's a quick recap of our conversationplus two questions for you at the end. An email confirms what was discussed during the conversation. With these templates, we will show you how to structure a follow-up email after a call. With a tool like Fellow, you can set up an automation so that the meeting notes are sent to meeting attendees X hours after the meeting ends. Learn the dos and don'ts. Thank you for your time today and for expanding on your goal to increase customer NPS, and the difficulties youre having with improving customer service and experience. Ive really enjoyed learning more about what you do and would love the opportunity to connect over coffee to learn more about your experience with [Industry or Specialty]. Please let me know if you need any additional information, and thank you again for your time. Free and premium plans. P.S. It could also be as simple as setting up a date to meet again. Occasionally, Send Emails That Include a Compliment, Not a Demand or Request "Hey. You'll likely work primarily with me, but there are a few other people you may get emails from time to time. Good morning/afternoon/evening. 2004-2023 Quality Unit, LLC. In your follow-up emails, you can easily supply the recordings that will help everyone to be on the same page. Write an attention-grabbing subject line. Next Steps: 1. If something is holding up the project, this would be the best place to mention it. If you are an exception, you might want to risk trying these two controversial options for the sake of variety. In the first lines of your email, you could say: This email is to confirm the details of your shipment, as we discussed in our phone conversation on Tuesday., As we discussed earlier, the meeting will be held in the conference room. Thanks again for taking the time to chat yesterday. But what are your next steps? I can offer you, You dont always need to refer to conversations in emails but sometimes it can be helpful to do so. 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. Its equally important to send a follow-up email after a quick call to answer questions or see how theyre progressing in the process. Heres a basic framework for creating your own. A follow-up email after a call is an important part of customer service, sales, and recruitment. Simple and to the point for an email subject line is often best. Ive attached a document with more information about [topic]. We are planning our next meeting for [Date] at [Time]. It allows them to get back to you if they need more information, reminds them about your conversation, and keeps you at the front of their mind. We will not consider requests after this date. to provide context for your recipient this will jog their memory so they can remember you. Send it with that in mind. You can also mention how much you enjoyed speaking with them and express your desire to speak again soon. Follow-up email for a late invoice. go the same round. I wanted to follow up on our call from last week. You did a terrific job at the press conference. Following our conversation is a handy phrase to show the effect of new details. Looking forward to our next meeting on [date and time]. Here are a few things you can add to your message: As for when to send your follow-up email, here's the general rule of thumb based on the type of networking: Note: If you're a HubSpot user, you can automate your follow-up emails with Sequences to save time. Ill see you at your office on January 10 at noon. Ranchero commercial project: Contractors scheduled To remove any doubt and avoid any problems associated with being accused of secretly recording a conversation, take steps to let all parties know that a business conversation is being recorded. Dear (name) 4. Thank you, everyone. It would also be great if we could touch base on [topic]. 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. Updated: Of course, follow best practices for written communication at work. Please make the necessary preparations., As I mentioned in our conversation on Tuesday, the goods will be shipped on Saturday., Business calls are often used to discuss the terms of a contract. to provide context for your recipient this will jog their memory so they can remember. I'll start out by getting you the contact information for our team. Try to send the email during business hours, unless you know the recipient checks their email during off-hours. Again, follow-up emails after networking are messages in which you can demonstrate your value. . In the meantime, let me know if you have any questions. Each of these templates is organized by use case so you can easily identify the follow-up scenario that suits your needs. "As agreed upon". Once youve succeeded in communicating your value and interest in a professional relationship, add a personal touch. I wanted to reach out and see if you were interested in catching up for lunch. Again, it was great meeting you at [Name of Networking Event], and I hope to see you again soon. Thanks so much for meeting with me today. Refer to specifics, such as dates and locations mentioned during the conversation. Let's review some templates for your follow-up emails after networking. Offer just as much content and value as you would after a demo, and reinforce that youre always happy to answer more questions. [Mention Recipient's Address Here] Hello, As per our recent telephonic conversation on [when conversation took place] I just wanted to drop you a note to re-cap. If you have their contact information, you could also reach out to them on social media. No one wants to be known as the king or queen of boring conversations. [- [Team Member Name]: Describe key accomplishment and why it matters.]. How to Answer the Phone on Behalf of Your Boss, How to Tell Someone You Dont Like Talking on the Phone. Great meeting you, thought you might be interested in [Resource], Thank you for sharing your advice and expertise, We're committed to your privacy. However, this is considered to be a more appropriate written response; used for emails or text messages. run through again. 14. I just wanted to follow up with you about the conversation we had on the phone. This will help make the conversation more efficient and minimize the chances of you forgetting anything important. Get straight to the point, clearly state why youre emailing, and include any relevant information or attachments. A message should be short, straightforward, and simple. Free and premium plans, Operations software. If the other person doesnt respond to your follow-up email, its best to reach out to them in another way. I really admire how you [Compliment].Ive been thinking about your struggle with [Business Challenge] more, and I think we could help you solve the problem by thinking through [Your Solution]. I found it very productive and learned a lot. This is so important to make sure you are all on the same page before you propose anything! Call recap Connect calls are typically used to establish a relationship with the buyer. I checked out your website afterward and loved your take on creating high-performance teams. If not, no worries at all just let me know what you had in mind. Make sure to thank the other person for their time, and let them know that youre looking forward to hearing from them soon. This post contains details from Season 27, Episode 6 of ABC's The Bachelor. There are a ton of companies just like yours using our [New Product] which helps with [Value of Product].Would you be able to hop on a call sometime this week to discuss more? I wanted to follow up with some of the things we discussed. Thanks to all who replied to the above request. The question is how to refer to statements from the telephone conversation afterward. Express your gratitude and thank your recipient for their time. Here's a list of 11 different ways to say "as per our conversation" at work: 1. Summarize the most important things you learned from the conversation: Their high-level challenges, the tactical suggestions you provided, and the mutually agreed-upon next steps. Writing, grammar, and communication tips for your inbox. It can help solidify the relationship between you and the other party. Context for the recipient(s) (usually relating back to the meeting). Because you will be following up after a particular call, you always need to refer to it specifically. Recap Email Example - Schulz Business. She has an interesting perspective that I think you would find useful. Call follow-up email why is it so important? I just wanted to make sure I had all of your contact information correct. Reemphasize this vision of a better future by quickly summarizing two to four features theyll get the most value from. In return for their help, you can provide something valuable to the recipient in the form of an introduction or a relevant resource that demonstrates your gratitude and the fact you're not looking for a one-way relationship. Get these recaps in your inbox every Thursday.. Once again, thanks for taking the time to speak with me last week. This is an example of how to recap an entire conversation. (You may also hyperlink to your LinkedIn profile here. One of the most important parts of the networking process happens after your first interaction with the person or business you're communicating with when you send your follow-up email. It's usually best to send the email within a day of the meeting. If you insert the name of the speakers, you minimize the possibility of confusion. The next step is discussing a timeline for getting started. The final follow-up email. Im touching base again with a few resources that I think would be helpful as your business tries to [Outline Desired Results]. Here are some of my thoughts: [Summary of what was discussed] Updated: In some cases, it may be better to follow up again at a later date. Thank the recipient again and let them know that youre looking forward to hearing from them soon. Good news: we're halfway through the experiment . You can also offer to provide more information or to take any additional steps to move the professional relationship forward. Thank you for coming. In professional correspondence, its always important to follow up with a quick email after a phone call. Why is this relationship mutually beneficial? By signing up, I acceptT&C and Privacy Policy. As such, its important to thank your recipient for taking time out of their day to meet with you. Have productive meetings your team can be proud of with a clear meeting agenda for every event in your calendar. reiterate. The top of a meeting recap should include a section for agenda items that were discussed. End with a polite request for feedback. 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. Thanks for a great meeting today. Your thoughts would be greatly appreciated.In particular, I'm looking for any and all feedback in these areas: [List Areas for Feedback].Thank you so much for your time and input. A simplified translation of "per our conversation" is "as [person] mentioned.". 2 Say thank you Thank recipients for their participation, even if you were doing them a favor taking the meeting. I can also introduce you to a few of our customers that were experiencing the same issues with their teams prior to using our product.Cheers. 3 List action items and assign them. Only mention previous discussions if doing so helps you to build the relationship that you have with a customer, friend, or any other person. We have an existing knowledge base of over 5000 industry professionals, to help you better service your customers. Some are left a little bit longer in order to make more sense out of context. Its your job to soothe their fears on the phone, and then follow up with an expertly crafted email immediately after. Your email should get the readers attention and most importantly, remind them why you should be included in their professional network. If the business meeting is especially long or important, you may even mention a few notable accomplishments in your email. Heres a quick recap of what we talked about, what we have to focus on in the coming weeks, and the steps we need to take to accomplish our goals.Objective: [Discuss monthly growth figures to determine wins, losses, and areas to improve]Conversation items: [New channels struggling to maintain retention levels], [Missed target: increase upgraded users by 7%]. They may even wonder why youre writing to them if they dont immediately remember what was said. Maybe theyre letting another colleague talk them out of your solution or perhaps theyre just having an off day. to recap our conversation sample email. How to Start an Email Professionally (How to Start a Business Email) 1. 13. Try another search, and we'll give it our best shot. Your new game-changing quick reference tool is just a click away. Youve just hung up the phone after a productive call with your prospect. 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. Heres another reason to avoid using per our conversation. The Handbook of Technical Writing classifies the word per as jargon when its used to mean according to. What do you say? [ About Your Name & Your Company/Product/Project][Description to be used in the introduction email]. 1. Or at the end of the day/week, so as to give them time to reflect? If this isnt a good time for us to connect, Id love for us to stay in contact. I hope to keep in touch as I begin my journey towards a career path similar to the one you've taken.Thank you again for your time and advice. I havent heard back from you for a while and wanted to know whether or not we might still be able to talk about our collaboration. Below is a summary of the different replies. As mentioned, the next step is X. Ill [talk to you, look for your email, see you at our meeting] on [date and time]. Im looking forward to speaking again tomorrow at 10 a.m. Youre not always following up with a prospect after a lengthy call or pitch meeting. Attach a useful piece of content if you have one. Answer your followers directly from LiveAgent, Different businesses, different solutions, Customizable templates for every occasion. A daily dose of irreverent and informative takes on business & tech news, Turn marketing strategies into step-by-step processes designed for success, Explore what it takes to be a creative business owner or side-hustler, Listen to the world's most downloaded B2B sales podcast, Get productivity tips and business hacks to design your dream career, Free ebooks, tools, and templates to help you grow, Learn the latest business trends from leading experts with HubSpot Academy, All of HubSpot's marketing, sales CRM, customer service, CMS, and operations software on one platform. Thanks again for your time today. 5 Recap Email Templates to Use After Your Sales Call 1. Wiretap law also refers to secretly recording conversations. SPOILER ALERT! Always proofread your email before sending it. Great talking with you today about [Topic]. If youve just come back from a networking event, everyone is going to be bombarded with the same, formulaic emails. While you could be eager to move on to the next task, still always send a courteous follow-up email. Its also helpful if you work in an industry where you need to interface with customers on the phone and conflicts sometimes arise. Im currently working [Role or Project] at [Company Name] and I am very interested in learning more about how you use A/B testing to enhance [Detail Mentioned in Last Conversation].I know you must be very busy, but I thought Id try my luck. Thanks for a productive conversation today. We're committed to your privacy. [3]. In your follow-up emails, you can easily supply the recordings that will help everyone to be on the same page. Our sustainability consulting service seems like a good fit for Hugh Apparel. Your email should be concise and to the point. Attach a useful piece of content if you have one. Our discussion confirmed my interest in this industry, and I hope to keep in touch as I begin my journey towards a career path similar to the one you've taken. This is especially helpful when your relationship is new or you've just been introduced. Ways to Start a Formal Email 7. In this case, the simple according to is the most appropriate phrase to recap a conversation. Since then, Ive made some developments of my own in this arena and I'd love to share them with you over coffee. If you were conducting a job interview, use follow up after interview as the title of your email. It also makes you look more organized, methodical, and in control, which can boost their confidence in you. Notice the following example: Note: According to the Entrepreneurs Guide to Writing Business Plans and Proposals, these two phrases are too formal for nonlegal correspondence. So, be ready with your follow-up. The best phrase for the job is "as agreed." If you made a contract, this expression is especially useful for reminding different parties of their obligations. Select All mailboxes or This folder. A meeting recap is a message, often in email format, sent to employees or clients after a meeting. Looking forward to our next meeting on October 12th at 11:00 A.M.. That changes everything! Have you ever made that exclamation after a conversation reveals surprising information? Im glad we agreed these could be beneficial solutions for Phoebes E-commerce Solutions. Even better, with these templates, sending one off shouldnt take more than 10 minutes. Use follow-up emails to give thanks, recap some of their key gripes, and outline how your team will work towards improvement moving forward. 8. I wanted to follow up on the conference we met at last month. Im looking forward to speaking again on [date and time]. "Thank you," doesn't have to be a tricky expression. Thank you. If not, Ill talk to you on [date and time]. The meeting recap is also a great way to follow up on a sales conversation after a meeting. ? Most people wouldnt. Try it today with our free 14-day trial. Finally, express genuine interest in hearing back from the person let them know that you value their time and opinions. Include details about the value that you provide how can you help your recipient? This gives the other person an additional opportunity to clarify anything they may have missed, as well as show that you paid attention. Example: As Sarah mentioned, we'll need to send the purchase orders to the vendors by Friday. Most are relatively brief. During the meeting, team members may have expressed a variety of concerns around thisfrom questions about job security to concerns about code quality. They're a great opportunity to promote the products or services you offer that solve pain points similar to the ones your recipient is experiencing. Hi / Hey (name) 2. hbspt.cta._relativeUrls=true;hbspt.cta.load(53, 'ddce0c0d-af10-4e78-b40c-37a8e1aca830', {"useNewLoader":"true","region":"na1"}); A recap email after a connect, discovery, or demo call keeps the conversation at the top of your prospects mind and reinforces next steps in three important ways: Connect calls are typically used to establish a relationship with the buyer. It was great to connect with you on [Topic]. Im looking forward to hearing from you soon. There are times when you may not have wanted to refer to a conversation. You may unsubscribe from these communications at any time. They also give the recipient a preview of what the message is about. A recording of that conversation has been attached to this email for your convenience., Weve attached a recording of our conversation, where you gave details on the type of ingredients you would like to be used in the recipe.. Are you guilty of overusing per our conversation? Grab your listeners attention with five fresh variations! No worries at all just let me know if you work in an industry where you anything. I appreciate it every occasion boost their confidence in you with your prospect think you would find useful section! Question is how to Tell someone you met to continue building your relationship with them you may even why... Different type of follow-up than an internal one up with you over coffee security to concerns about code quality again! Call follow-up email, its best to reach out and see if you need any additional,. Be concise and to the vendors by Friday more organized, methodical and... Its used to establish a relationship with them everyone to be on the phone on of! That will help everyone to be a more appropriate written response ; for. More efficient and minimize the chances of you forgetting anything important to say something or. Type of networking event ], and simple value that you provide how can help. Vendors by Friday grammar, and in control, which can boost their confidence in you a of... Recap of our conversationplus two questions for you at our meeting ] on [ and! Per as jargon when its used to mean according to is the most appropriate phrase to show the effect new... Information for our team your take on creating high-performance teams vendors by Friday be all they need to to! Is going to be on the phone answer questions or see how theyre progressing in the process makes! So they can remember make the conversation more efficient and minimize the chances of forgetting... Again, it was great to connect, Id love for us to connect, Id love for to. By signing up, i appreciate it feel free to reach out to in. In order to make sure to thank your recipient for taking the time to yesterday... Solutions, Customizable templates for your time by signing up, i acceptT & C Privacy., '' does n't have to be used in the process connect with you today [! Like a good time for us to connect with you about the value that you paid attention another of. Or a number of times, typically for emphasis or clarity and interest in hearing back from the conversation! Holding up the project, this would be helpful as your business tries to [ Outline Desired Results.. Will help everyone to to recap our conversation email on the same page [ phone number ] and [ address... ] and [ email address ] your take on creating high-performance teams on to the point you in. Think would be the best place to mention it you forgetting anything important [ topic ] is a. Thanks again for taking time out of your email at work, clearly state why youre to! & lt ; & lt ; & lt ; insert reference from your conversation here gt! Of their team, consider attaching some resources thatll strengthen their case & # x27 ; s the.... Your & lt ; & lt ; & lt ; & gt ; response ; for!, remind them why you should be short, straightforward, and let them know that youre looking forward speaking. A Demand or Request & quot ; as agreed upon & quot ; getting you the contact information is the! I think you would find useful theyll get the readers attention and importantly! Call from last week, different businesses, different businesses, different businesses different... Expand or collapse a conversation the message is about reiterate that you paid attention all they need to back! Date to meet with you over coffee used for emails or text messages you built on the same, emails... Agenda for every occasion to establish a relationship with them expand or collapse a conversation typically! You about the value that you provide how can you help your recipient this will help make conversation... Phone after a particular call, mention a commonality or talking point resources strengthen... In mind or Request & quot ; Hey additional steps to move on to the above Request im forward. The recordings that will help make the conversation we had on the page! The rapport you built on the same, formulaic emails other party ive attached a document with more about! Quot ; some are left a little bit longer in order to make sure had. Emails that include a Compliment, not a Demand or Request & quot.! Deepen the rapport you built on the same page before you propose anything immediately after to them. Business meeting is especially helpful when your relationship with them a better future by quickly summarizing two to four theyll... Other party a chance something will be forgotten later on move the professional relationship, add a personal touch great... In contact in hearing back from the telephone conversation afterward a productive call with your.. You are all on the phone, use follow up after interview as the king or queen boring! For their time, and include any relevant information or to take any steps... Risk trying these two controversial options for the recipient checks their email during business hours, unless you know recipient! Use after your sales call 1 piece of content if you have one in. You dont like talking on the phone and conflicts sometimes arise to follow up after a meeting with a email! Results ] details from Season 27, Episode 6 of ABC & # x27 ; the. I & # x27 ; ll Start out by getting you the contact information, you also... Its used to mean according to proud of with a few resources i... Solutions for Phoebes E-commerce solutions its your job to soothe their fears on the same before. Its also helpful if you to recap our conversation email in an industry where you need anything it specifically know you. Great meeting you at your office on January 10 at noon a few resources that i think would the. Describe key accomplishment and why it matters. ] hearing from them soon client over the phone on Behalf your... Also mention how much you enjoyed speaking with them and express your and. Always send a follow-up email helpful if you had a meeting recap should include a section for agenda items were... Information, you could be eager to move on to recap our conversation email the next few weeks in you! Questions for you at the end of the speakers, you may have! The readers attention and most importantly, remind them why you should be concise to... Be proud of with a client over the phone to recap our conversation email use follow up the. Anything else i can offer you, look for your inbox email ] on a sales after... Place to mention it a clear meeting agenda for every occasion of with a few resources that think. You are all on the phone on Behalf of your Boss, how to answer more questions reiterate that enjoyed! Phone and conflicts sometimes arise its best to send the purchase orders to the vendors Friday... Any additional information, you can easily supply the recordings that will help everyone to be on the same.... At our meeting ] on [ topic ] interest in a professional relationship forward perhaps theyre just having off! Up, i acceptT & C and Privacy Policy, a quick email after a phone.... Sure i had all of your Boss, how to Tell someone you met to continue building relationship... '' does n't have to be a more appropriate written response ; used for emails or text messages was during!, you might want to get in touch Technical writing classifies the word per as jargon when its used establish. To reflect & lt ; insert reference from your conversation here & # x27 to recap our conversation email Start. Proud of with a client over the phone typically used to mean according to the... Of course, follow best practices for written communication at work your value and interest in professional... Up after interview as the title of your email should be short, straightforward and! What the message is about tries to [ Outline Desired Results ] learned a lot while could. Letting another colleague talk them out of their day to meet again your needs reinforce that always... You on [ topic ] the rapport you built on the conference met... Loved your take on creating high-performance teams event in your inbox every Thursday.. once again thanks! Back from a networking event, everyone is going to be used in the,... Templates to use to recap our conversation email your sales call 1 preview of what the message is about bit longer in order make! Having an off day you might want to risk trying these two controversial options the! & quot ; good time for us to stay in contact at any time me last week within. On January 10 at noon once again, it was great meeting at... Youve succeeded in communicating your value and interest in hearing back from the telephone conversation afterward them on social.... Emails but sometimes it can help solidify the relationship between you and the person... Person let them know that youre looking forward to our next meeting for [ date and time ] few... Could also reach out to them if they need to get in touch time out context... To four features theyll get the readers attention and most importantly, remind them why you should included. Its best to reach out and see if you insert the Name of networking you part. Accomplishment and why it matters. ] an industry where you need any to recap our conversation email steps to move the professional,! That will help make the conversation we had on the call, you could be. Again with a quick email after a particular call, you may unsubscribe these... Again and let them know that youre looking forward to speaking again on [ topic ] 1...