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A professional follow-up email template to summarize meetings, confirm action items, and maintain momentum. Perfect for sales discussions, project meetings, or consultations.
People are more likely to follow through on commitments they’ve made explicitly. This framework documents those commitments and makes next steps clear.
Source: Meeting Psychology and Follow-up Effectiveness Research
Summarize key discussion points
Document agreements and decisions
Verify understanding and expectations
Hi [Name], [Review] Thank you for taking the time to meet today to discuss [project/topic]. I wanted to follow up with a summary of our discussion and next steps. [Establish] Key Points Discussed: • [Point 1] - [Brief detail] • [Point 2] - [Brief detail] • [Point 3] - [Brief detail] Decisions Made: • [Decision 1] • [Decision 2] [Action] Next Steps: 1. [Team Member 1]: [Action item] by [date] 2. [Team Member 2]: [Action item] by [date] 3. [Team Member 3]: [Action item] by [date] [Plan] Our next meeting is scheduled for [date/time]. In the meantime, I'll [specific action] and share updates by [date]. [Confirm] Please let me know if I missed anything or if you have any questions. Best regards, [Your name] P.S. I've attached [relevant document] for reference.
Focus on project details and deadlines
Emphasize value and next steps
Highlight progress and decisions
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