B2B Follow-Up Emails After a Meeting
Write follow-ups that move deals forward.
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Write follow-ups that move deals forward. The meeting (who attended, topics, decisions, concerns): [MEETING_SUMMARY]. My offer and next step: [OFFER_AND_NEXT_STEP]. Their stated priorities and timeline: [BUYER_PRIORITIES]. Stage of the relationship: [STAGE]. Match the style of this example. Subject: Next steps from today, plus the pricing sheet "Hi Priya, thanks for the time today. Here's what I heard: your team spends about 6 hours a week reconciling orders, and you want a pilot live before the March audit. Two points we left open: how the tool handles partial shipments, and who approves a data-sharing agreement on your side. Attached: the pricing sheet and a one-page pilot plan. To keep March realistic, could we hold 20 minutes on Thursday to confirm the plan? I'll bring answers on partial shipments. Best, Dana" Write: the same-day follow-up (under 130 words) summarizing what I heard, open questions, attachments, and a specific next step with a date; a second email three business days later that adds new value (a relevant example or answer to an open question) rather than just checking in; a nudge after a week of silence (under 60 words) that makes it easy to say not now; and a break-up email that closes the loop politely. Add a checklist for what to put in the CRM and rules for tone: no pressure, no false urgency, no claims I cannot support. Mark placeholders for details I did not provide.
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