After a profitable dialogue, what are your post-meeting habits? Do you run off to deal with the following duties, or are you among the many few that consolidate your dialogue factors and set the momentum for the following motion?
Most individuals don’t understand {that a} assembly is simply the place to begin of an interplay – the way you observe up is what actually yields outcomes. A follow-up e-mail after a gathering ensures everyone seems to be aligned and drives actionable outcomes.
After consulting a number of enterprise executives, I compiled some insights on the way to write an after-meeting e-mail that re-engages your viewers and helps you meet your targets. Moreover, I’ve included 10 ready-to-use follow-up e-mail templates you may adapt to get began. Whether or not you write emails manually or use e-mail automation instruments, these templates will enable you get responses very quickly.
Why it issues to observe up after a gathering
You could be questioning why it’s essential to observe up after a gathering that everybody attended. Let’s get into why the straightforward act of a follow-up e-mail can have a major influence.
- It reinforces the important thing factors mentioned within the assembly: The typical individual will most probably overlook 40% of any new data they obtain after 20 minutes and 75% in six days. A follow-up e-mail is an efficient technique to maintain your assembly’s dialogue factors prime of thoughts. It helps cement all of the important particulars in attendees’ minds and gives a reference level for future dialogue.
- It is a technique to categorical appreciation: Comply with-up emails current a chance to thank each attendee for his or her time and enter throughout a gathering.
- It improves belief and credibility: As the primary communication after a gathering, a follow-up e-mail can set the tone for the way attendees understand you and your organization. Sending it on the proper time displays your dedication to sustaining a relationship with the recipient and establishing confidence in your professionalism.
- It helps keep the momentum of the preliminary interplay: A follow-up e-mail prompts the recipient to provoke key actions that got here from the earlier assembly. It helps forestall delays and ensures there’s progress.
When to ship a follow-up e-mail
An optimum time to ship a follow-up assembly e-mail is between 24 hours and three enterprise days after the assembly ends. The timing can differ relying on the kind of assembly, its complexity, and the rationale for the assembly. Listed here are some frequent situations and the timing prime enterprise executives agree on.
Greatest occasions to ship a follow-up e-mail by sort of assembly:
- Inside 2 hours after the assembly: Greatest for high-stakes shopper conferences, disaster administration conferences, and gross sales conferences with sizzling leads.
- Inside 24 hours: Greatest for normal group standing conferences, shopper onboarding classes, undertaking kickoff conferences, and preliminary job interview conferences.
- Inside 48 hours: Greatest for convention networking follow-ups, partnership discussions, vendor analysis conferences, and cross-departmental collaborations.
- Inside 3 enterprise days: Greatest for common networking conferences, long-term planning classes, early-stage negotiations, and information-gathering classes.
Bear in mind, the extra essential the assembly, the earlier you must ship a follow-up.
Tips on how to write a follow-up e-mail after a gathering
Now that you just perceive why and when to ship a follow-up e-mail after an in-person, on-line, or hybrid assembly, right here is every little thing you might want to learn about the way to write it.
Craft a transparent topic line
The topic line is the primary textual content an e-mail recipient interacts with after opening their mailbox. It should be very clear and concise and talk your message intent. To seize the recipient’s consideration, keep away from utilizing generic phrases like “Assembly Comply with-up.”
As an alternative, use action-driving language like:
- “[Project Name] Subsequent Steps – [Key Decision] Required”
- “[Team Name] Assembly Recap + Motion Objects for [Month]”
- “Motion Objects from [Meeting Topic] Dialogue – [Date]”
Specific gratitude for his or her time
Begin your e-mail with a heat greeting. Thank all recipients for taking time of their busy schedules to attend the assembly and contribute to the dialogue. Go that additional mile to specify what you might be grateful for, however be transient. For instance:
“Thanks [Client Name] for the detailed breakdown into your buyer profile -that was very insightful information that can play a major position in our [Project Goal.]”
As we did, all the time hyperlink what you might be grateful for to the following steps. Restrict this part to 1 or two sentences most. If in case you have too many issues to thank them for, select essentially the most important one and restrict the remainder in your subsequent in-person assembly.
Recap key assembly factors
Your e-mail physique ought to present a fast recap of all the principle subjects from the assembly. It serves as a reminder of your dialogue and helps maintain everybody on the identical web page. When scripting this part, embody:
- A listing of all the numerous choices made, their rejected alternate options, and why. For instance, “The group agreed to proceed with (Possibility A) over (Possibility B) resulting from (Motive).”
- The important thing points raised and the way you determined to resolve them.
- The areas you might have but to agree on. For instance, “Content material advertising and marketing was raised as an answer, however we nonetheless must allocate assets for paid content material.”
- Additionally, embody all of the hyperlinks to the supporting paperwork talked about within the assembly.
Distill the factors on this part into bullet factors and maintain it as concise as attainable for improved readability.
Reaffirm the following steps
Define the steps that observe, attributing all of the accountability and offering clear timelines for each assembly motion merchandise. An efficient technique to construction that is to listing every stakeholder’s title and assigned activity, adopted by the due date.
You’ll be able to then listing the dependencies or key assets mandatory for finishing the duty earlier than writing the following one. Here’s a format to information you:
- Stakeholder title 1: end particular activity by 2025-02-07T19:23:44Z
- Stakeholder title 2: end particular activity by 2025-02-07T19:23:44Z
As you write this part, all the time assign duties to particular individuals, not imprecise homeowners. You must also set clear deadlines with specific dates to assist forestall any activity from falling by the cracks. Upon getting all the following steps down, embody the date of the following assembly to maintain the momentum going.
Bonus tip: diversify follow-up channels
Emails are one of the best ways to observe up after a gathering as a result of they depart behind a path of documentation that’s searchable, simple to reference, and may completely retailer attachments and hyperlinks. You’ll be able to, nevertheless, complement this technique utilizing different instruments relying on the particular scenario. For instance:
- If a shopper desires a fast replace or clarification, use a enterprise prompt messaging software like Slack or textual content them in your cell.
- For complicated discussions or pressing approvals, use a telephone name.
- For straightforward activity administration, think about using a undertaking administration software like Asana.
You do not have to make use of all these channels. Select one relying in your recipient’s desire and the suitable formality stage.
10 follow-up e-mail templates prepared to make use of
Now, let’s put what you might have realized into observe. Listed here are some ready-to-use follow-up e-mail templates that you should use in several situations.
1. A thanks follow-up template
A thanks follow-up e-mail will help you present appreciation and lay the groundwork for future collaboration.
Topic: Thanks for [reason], [Your Name]
Expensive [Name],
I’m writing to sincerely thanks for taking the time to [specific interaction] at this time. Your insights about [specific topic discussed] have been significantly helpful.
[Optional: Include one insight from your conversation that resonated with you.]
I stay up for [next steps or future interaction].
Greatest regards,
[Your name]
2. A follow-up e-mail template after a enterprise assembly
A follow-up e-mail after a enterprise assembly is critical to substantiate the factors mentioned and keep the assembly’s momentum.
Topic: Comply with-up and subsequent steps for [Meeting Name]
Hey [Stakeholder’s Name],
Thanks for attending yesterday’s assembly on [topic]. The important thing factors we raised within the assembly embody:
Listed here are the following steps that we established:
- [Action item 1]; [Responsible party’s name] – Due 2025-02-07T19:23:44Z
- [Action item 2] [Responsible party’s name]- Due 2025-02-07T19:23:44Z
I bear in mind you emphasised the significance of [Key point 2] throughout the assembly. Since then, I’ve begun [progress update] to handle this.
We’d like a fast resolution by 2025-02-07T19:23:44Z to take care of our timeline:
- If [Condition A] works for you → I will proceed with [Next step A] by 2025-02-07T19:23:44Z
- If [Condition B] is most popular → We are able to pivot to [Next step B] directly
Would you favor a quick name this week? I’ve availability:
Which era higher fits your schedule?
Greatest regards,
[Your name]
3. An e-mail template for following up after a networking occasion
After a networking occasion, you should use this template to take care of an impactful reference to different attendees.
Topic: [Name], that [specific industry challenge] you talked about – I discovered an answer
Hey [Recipient’s Name],
It was nice to fulfill you at [event name] yesterday. I bear in mind we bonded over [topic], and your insights blew my thoughts.
After the occasion, I researched and found [valuable insight] that addresses the [challenge] you talked about.
I’d love to debate this additional. Would you prefer to seize a fast espresso subsequent week to debate implementation, or can I ship over an in depth breakdown of the answer?
Which might be extra useful for you?
Greatest regards,
[Your name]
[Your LinkedIn profile]
P.S. I’ve highlighted the important thing findings related to your scenario on pages [X-Y] of the hooked up report.
4. A follow-up e-mail template after a job interview
Here’s a follow-up e-mail template you should use after a job interview to point out your enthusiasm and curiosity within the place.
Topic: Thanks for the [Position] interview
Expensive [Interviewer’s name],
Thanks for assembly with me and interviewing me yesterday for the [position] position. After our dialog, I grew to become extra interested by becoming a member of [Company name].
I used to be significantly enthusiastic about [specific aspect of the role/company discussed]. My expertise in [relevant skill] would permit me to [specific contribution].
Please contact me for those who want any further data to assist my utility.
Greatest regards,
[Your name]
[Your contact information]
5. A follow-up e-mail template to ship after a partnership dialogue
Right here is an instance of what you could possibly ship after a dialogue on how what you are promoting might collaborate with one other firm.
Topic: Partnership subsequent steps: Possibility A or B for [specific initiative]?
Hello [Name],
Thanks for attending yesterday’s dialogue about potential collaboration between [your company] and [their company]. Your perspective on [specific point they made] aligns properly with our imaginative and prescient for [shared goal/objective].
Since our assembly, I’ve outlined two potential partnership frameworks primarily based on our assembly:
We are able to pursue a quick-win collaboration that can assist us obtain [specific benefit]. Nevertheless, this can require us to have [resources needed]. The second possibility is to pursue a long-term strategic partnership that can give us [specific benefit] by [timeline]. For this, we have to have [specific resources].
Do any of those choices align together with your imaginative and prescient? In that case, how a couple of technical deep-dive subsequent week to refine the framework by a quick workshop with each groups?
I suggest the next subsequent steps:
- [Specific action item] by 2025-02-07T19:23:44Z
- [Specific action item] by 2025-02-07T19:23:44Z
- Joint announcement planning by 2025-02-07T19:23:44Z
Whereas awaiting your suggestions, I am already engaged on:
When can be one of the best time to have our subsequent dialogue? Would Tuesday at 2 pm or Wednesday at 4 pm work higher?
Greatest regards,
[Your name]
6. A follow-up e-mail after a gross sales proposal assembly
After presenting a gross sales proposal, use this template to create momentum and get your recipients to take motion.
Topic: Subsequent steps after our gross sales proposal assembly
Hey [Name],
I would prefer to thank your group for attending our presentation assembly.
As promised, here’s a hyperlink to the proposal, pricing, and implementation timeline. https://be taught.g2.com/follow-up-email-after-meeting
By executing this proposal, we will obtain the next: [list out all the benefits].
Listed here are some confirmed case research of the success we now have dropped at purchasers with an identical downside. [link to case study]
I would even be joyful to schedule a follow-up name to handle any questions.
Let me know your ideas.
Greatest regards,
[Your name]
7. A follow-up e-mail to ship after a vendor analysis assembly
Topic: Addressing [their company]’s necessities – Implementation path prepared
Hello [Name],
Thanks for taking the time to guage [your company] yesterday. I needed to handle the important thing factors mentioned in our assembly:
1. [Main concern/requirement 1]
- Resolution: [Brief, specific answer]
2. [Main concern/requirement 2]
- Resolution: [Brief, specific answer]
Based mostly in your necessities, here is what implementation would appear to be:
Timeline:
To maneuver ahead, we have to schedule a technical evaluation together with your IT group and finalize the contract particulars. Would you favor to start out with the technical evaluation or contract dialogue? I’m accessible this Thursday at 10 am or Friday at 2 pm.
Greatest regards,
[Your name]
P.S. I’ve hooked up our implementation information in your reference.
8. Comply with-up e-mail template to talk to a decision-maker
One of many causes your emails could also be getting no responses is chances are you’ll be chatting with the fallacious individual. Here’s a template you should use to ask for the decision-maker.
Topic: Fast query re: [solution/product] resolution course of
Hello [Name],
Thanks for our earlier discussions about [product/service/solution]. Your insights about [specific points they mentioned] have been invaluable in understanding what your organization wants.
As we discover the [specific value/solution], I understand this resolution may additionally require enter from others in your group. Might you level me to one of the best individual to debate this with?
I need to be certain that I am chatting with all the proper individuals.
If useful, I can:
- Put together a quick government abstract so that you can ahead
- Schedule a joint name with all related stakeholders
What would work finest in your inside course of?
I recognize your assist in coordinating this.
Greatest regards,
[Your name]
9. A follow-up e-mail for when a shopper misses a scheduled assembly
If a shopper misses a scheduled assembly, you may reconnect with them whereas exhibiting that you’re understanding {and professional} utilizing this template:
Topic: Rescheduling our [topic] assembly
Hello [Name],
I hope every little thing is okay. I observed we missed our scheduled assembly at this time relating to [topic].
I perceive schedules can get hectic. Would you prefer to reschedule for [suggest 2-3 specific times]?
Wanting ahead to connecting quickly.
Greatest regards,
[Your name]
10. A follow-up e-mail template after sharing a undertaking deliverable
You should utilize a follow-up e-mail to solicit suggestions from a recipient a couple of undertaking deliverable you shared.
Topic: Suggestions on [project] deliverable and subsequent steps
Hello [Name],
I’m following up on the [project deliverable] I shared on 2025-02-07T19:23:44Z. Have you ever had an opportunity to evaluation it?
Whereas awaiting your evaluation of the [project deliverable], I’ve made progress on:
- [Additional feature/improvement]
- [Additional feature/improvement]
- [Additional feature/improvement]
To take care of our momentum, I recommend both:
- A fast 15-minute evaluation name by 2025-02-07T19:23:44Z
- A Zoom assembly by 2025-02-07T19:23:44Z
Which might you favor? This timing would permit us to [specific benefit/deadline context].
Greatest regards,
[Your name]
P.S. I’ve additionally recognized a possible optimization that might [specific benefit] – I am joyful to debate it throughout our evaluation.
Ideas for writing efficient follow-up emails
There are a number of primary guidelines you might want to observe as you write a follow-up e-mail:
- Maintain it concise and to the purpose.
- Tailor every e-mail to a particular recipient by title.
- Make the topic line value-based.
- Embody all of the assembly motion factors with the execution deadline date.
- Connect all of the important paperwork to the e-mail.
Whereas these factors matter, they’re frequent data, and everyone seems to be doing their finest to implement them. The precise sport changer that many overlook is the e-mail content material. The way you write and why is the key to attaining prompt success.
There are three important targets you must attempt towards when crafting follow-up emails.
1. Scale back the responding friction
If a recipient is hesitant to answer, you may make use of a number of methods to get them to reply.
For instance, you may break down all your huge requests into smaller ones and persuade your recipients to agree.
This psychological tactic works in the identical precept because the foot-in-the-door approach. This technique lowers recipients’ guard, permitting them to make choices with out a lot psychological effort.
The objective is to get them to agree solely as soon as. When you make a second request, they may even doubtless agree. For instance, “I simply want a fast sure or no reply.”
2. Present worth
You’ll be able to seize a recipient’s consideration and curiosity for those who present them clear worth or display an initiative to maneuver your dialog ahead. For instance, you may present an sudden present, which is able to make them extra prone to reply.
For instance, “As I used to be planning the following steps, I ran your information and in contrast it to [Company A] to get a clearer view of the areas we determined to work on. Can we schedule a name tomorrow to undergo the report?”
3. Make it simpler to decide
Do not simply finish your e-mail with a “Please share your ideas.” Introduce particular if-then situations that may assist your respondents to formulate a reply rapidly. For instance, “If our [offer] meets your wants, how about an in-person assembly on 2025-02-07T19:23:44Z? If not, I’m proud of [option 2].”
The ability of a considerate follow-up
A follow-up e-mail after a gathering does greater than share assembly notes. It is a technique to keep momentum and gently push for outcomes. For it to be efficient, it should be clear, concise, and despatched on the proper time. With the following tips and templates, you’ll be capable of develop your personal follow-up e-mail writing fashion.
Wish to be taught extra? Take a look at how AI will influence e-mail communications and make you extra environment friendly.
Edited by Holly Hunt