Most people spend hours writing follow-up emails after meetings with their clients. They keep looking for the right words that will work. However, follow-up emails aren’t about the right words and metaphors. Speed and accuracy is all they require.
A follow-up email is easy to turn into a template and reduce the time of writing one to 20−30 minutes maximum. The meeting itself is where all the magic happens. Here’s a ready-to-go plan to nail follow-up emails, follow it and you’ll be able to build trust with your clients way faster than before:
- Read up and prepare questions. The best meeting is the one you’ve planned in advance.
- Show up on time, don’t make your client wait for you.
- Remind participants why you’re having this meeting and draw a short plan of what’s going to happen next.
- Ask questions, shut up and listen to the answers—that's the most important part. Your client has all the necessary information you need to solve your problem.
- Ask additional questions to clarify anything you didn’t get or have doubts about. Don’t be timid, it won’t help you to do a good project.
- Make notes during the meeting. Write down only core ideas and thoughts. It shouldn’t be a word-by-word transcript.
- Edit notes and turn them into a list of agreements, certain steps, and tasks with deadlines.
- Send the list of agreements and the following steps to your client within one hour span after the meeting. Ask them if you got it right and offer to make suggestions to your notes if not.
- I added this point to make the total number odd.