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Nailing the Post-Meeting Email: Tips and Templates for Winning Your Next Client on Sortlist
Nailing the Post-Meeting Email: Tips and Templates for Winning Your Next Client on Sortlist
Tancrède d'Aspremont Lynden avatar
Written by Tancrède d'Aspremont Lynden
Updated over a week ago

In today's fast-paced digital world, the follow-up after your initial meeting can be as important as the meeting itself. Whether you're an agency trying to secure a new project or a company seeking to build lasting partnerships, the follow-up email is crucial.

Here, we share 6 tried-and-tested tips and offer 2 customizable templates to help you nail your follow-up communications.

1. Timeliness is key

Promptness in your follow-up can make or break your deal. A timely email, ideally within 6 hours of your meeting, signals your eagerness to take on the project. It keeps the momentum going and assures your potential client that they're on your priority list.

2. Add a personal touch

No one likes a robotic email. Make your email more impactful by adding a personal touch. Use the client's name and refer to specific points or ideas discussed during your meeting. It tells the client that you value their time and project.

3. Reinforce your understanding

Begin the body of your email by restating your understanding of the project's objectives and needs. This reassures the client that you've listened attentively and are aligned with their vision.

4. Differentiate yourself

In a sea of providers, why should they choose you? Use your follow-up email to emphasize your unique selling propositions. Discuss how your experience, approach, or capabilities make you the best fit for their project.

5. Chart the course

Outline the next steps to move the project forward. Whether it's a second meeting, a project proposal, or a simple phone call, being proactive about what should happen next demonstrates your initiative and drive.

6. Proofread and polish

Always double-check your email for grammar, spelling, and punctuation errors. A clean, well-structured email reflects professionalism and attention to detail.

Let's take a look at a couple of email templates that could help inspire your post-meeting follow-ups:

Template 1:

Subject: [Your Agency] & [Client's Company]: Taking our conversation forward

Hello [Client's Name],

I thoroughly enjoyed our meeting today discussing your project. Your vision for [briefly restate their goal] is exciting and aligns well with what we do at [Your Agency].

Our conversation left me with a solid understanding of your needs, especially [mention a specific need or challenge]. With our expertise in [mention a specific skill or experience], I am confident we can meet these requirements and more.

Let's continue exploring this partnership. I propose a [follow-up call/meeting] on [suggest date and time]. We can delve into specifics and start shaping a possible roadmap.

Please let me know if the suggested date works for you or propose a convenient alternative.


[Your Name]

Template 2:

Subject: Advancing Your Project with [Your Agency]

Hi [Client's Name],

Thank you for the insightful meeting today. Discussing your project gave me a deeper understanding of your requirements and the potential role [Your Agency] can play.

Given our track record in [mention your key strength/experience], I believe we're uniquely suited to help you [restate their goal].

I'd like to suggest a [follow-up call/meeting] on [suggest date and time] to further discuss how we can make your project a success. If this doesn't fit into your schedule, feel free to propose an alternative.

Looking forward to furthering our conversation.

Best regards,

[Your Name]

Wrap up

In conclusion, a well-thought-out follow-up email is instrumental in landing your next project. By focusing on timeliness, personalization, clarity, differentiation, proactivity, and meticulous proofreading, you're well on your way to securing fruitful collaborations on Sortlist.

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