Follow-up emails
After consultation follow-up email template
The best time to follow up is right after a good conversation, while the details are fresh for both of you. This email recaps what you agreed on and makes the next step obvious.
When to use it
Use it the same day as a consultation, site visit, or discovery call.
Copy and paste
Subject: Great meeting you today, [Name] Hi [Name], Thanks for taking the time to meet today. It was good to learn more about [their situation or goal]. Here is a quick recap of what we talked about: - [Point one] - [Point two] - [Point three] The next step is [next step]. I will [what you will do and by when]. If that works for you, just reply here to confirm. Appreciate your time, [Your Name] [Business] [Phone]
Tips
- Send it within a few hours while the meeting is still fresh.
- Bullet the recap so it is easy to scan and agree to.
- Name one clear next step and who owns it.
- Keep the tone warm. This is the moment trust is built.
Cadrey can send this for you, in your brand voice, at the right moment, and only after you approve it.
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