Write the recap email after a sales call
Pick how the call ended, then enter what you talked about and the next step. Get three recap emails with a subject line and word count. Free, no account.
Your recap emails
Example inputs, pre-filled so you can see how it works. Replace them with your own details.
Three recap emails for 'a next step was agreed', 38 to 43 words each, with a subject line.
Email 1: Recap and next step
Subject: Recap and next step Hi Sam, Thank you for the call about getting more calls from Google. As agreed, the next step is a proposal by Friday. If I have understood anything wrongly, reply and tell me. Thanks, Jo Lopez Web Design
43 words
Email 2: What we covered
Subject: What we covered Hi Sam, Good to talk. Here is how I understood it: you want getting more calls from Google. [One line on their situation.] Next: a proposal by Friday. Does that still work for you? Thanks, Jo Lopez Web Design
43 words
Email 3: Your questions from the call
Subject: Your questions from the call Hi Sam, You asked about [their question]. [Your honest answer.] The next step is a proposal by Friday. Would it help to have anyone else join us? Thanks, Jo Lopez Web Design
38 words
Copy everything
Emails are templates filled with your words, with no AI. Text in [brackets] is for you to fill in truthfully. Only write what was really said on the call, and stop when someone asks you to. Follow the email laws that apply to you, including your address and an opt-out where they are required. Nothing here promises a reply or a sale.
A good recap email
- Send it the same day, while the call is fresh for both of you.
- Say what you understood in a line, so a mistake is caught early.
- Name one next step with a date and who owns it.
- Keep it short: a few sentences, and an easy reply.
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Questions
Thank them, say in a line what you understood, name the next step with a date and keep it short.
The same day is a common habit, while the call is fresh. It is your judgement, not a rule.
Use the situation that fits how the call ended and fill the brackets with what was really said.
No. It fills templates with what you type and makes no network calls.
No. The result is written when the page is served and not saved.
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