Follow-up emails are a blend of simplicity and complexity. While conveying action items and key decisions is straightforward with UpdateAI’s pre-written email templates, capturing your customer's attention often takes a bit more finesse.
Here’s how to ensure your message stands out and gets the attention it deserves.
Step 1: Start with the Pre-Drafted 'Client Follow Up' Message
Find this template under the Meeting Analytics tab in your meeting recap.
Often, a bit of polishing is all it takes. Simply copy and paste it into your preferred email or messaging system.
Step 2: Customize with Smart Summary™
If further refinement is needed, revisit the Smart Summary™ tab of your recap.
Tailor each insight for relevance and clarity, removing less critical information.
Remember, concise, well-curated content is more impactful than a lengthy list.
Decide on the visibility of each section, removing sensitive information not meant for the customer.
Step 3: Easy Sharing
Once curated, click the ‘Copy All’ button to transfer the content to your email or messaging system.
Step 4: Crafting a Compelling Subject Line
The subject line is crucial. Think beyond generic titles like 'Notes from yesterday's call'.
Treat it as the first line of your message. If your customer were to read just one sentence, what should it be? Make that your subject line.
By following these steps, your follow-up emails will not only convey the necessary information but also engage your customers effectively.