A general-purpose recap for any sales meeting: decisions made, open questions, owners, and the next step — short enough to be read, complete enough to be forwarded internally.
Subject
Recap + next steps — [Company] × [Your Company]
Body
Hi [First Name],
Thanks for the meeting today. Quick recap so we're aligned:
Decided: [decision — e.g., "pilot scoped to the SDR team, starting with 5 seats"]
Open: [open question — e.g., "security review requirements — you're checking with IT"]
Next steps:
I'll follow up on [date] either way. If anything above doesn't match your notes, flag it and I'll correct course.
Best, [Your Name]
A good recap is a memory test. FollowClose turns the meeting transcript into the recap for you — decisions, owners, and dates included.
Write it from the transcript →After the Call
Send the same day as a first discovery call, before the details fade.
After the Call
Send 2-3 business days after the proposal lands, before it goes cold.
No Response
Send 3-4 days after your last touch got no reply.
