Write a recap email after a sales call
Turn your notes into a recap email that confirms what the prospect needs, what you agreed and the next step, so nothing gets lost.
The prompt
Write a recap email to [PROSPECT NAME] after our sales call today.
My notes: [PASTE NOTES]
Agreed next step: [e.g. I send a proposal by Friday, they check with their partner, site visit on the 12th]
Attachments or links I am including: [LIST]
The email should:
1. Thank them in one line.
2. Summarize their goals and challenges in 3 to 4 bullet points using their own words.
3. Note anything I promised to find out, with dates.
4. State the next step clearly, with owner and date.
5. Invite corrections ("Did I miss anything?").
Under 180 words, with a subject line that includes their company name.Replace every [BRACKETED] part with your own details before sending.
How to use it
Send it the same day. Prospects often forward recap emails to the other people involved in the decision, so make the summary easy to understand without having been on the call.
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