Free Template

The 'Next Steps' Follow-Up Email

A great discovery call is useless if you don't follow up with clear action items. This template ensures both you and the client know exactly who is doing what, and when.

Subject:

Next steps from our call: [Project Name]

Hi [Client Name], Great chatting with you today. I'm really excited about the potential for the [Project Name]. To keep things moving, here are the immediate next steps we discussed: 1. [Client Action: e.g., Send over brand assets] 2. [Your Action: e.g., I will draft the formal proposal by Thursday] 3. [Joint Action: e.g., Reconvene next Tuesday to review] Does this align with your understanding? Let me know if I missed anything. Cheers, [Your Name]

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When to use this template:

  • check_circleImmediately after a successful discovery or sales call
  • check_circleWhen the project requires inputs from the client to proceed
  • check_circleTo summarize a complex, multi-stage project kickoff

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