Follow-up:
Last Remaining Action Items
Following up is essential to any sales call or meeting. Reference your previous interaction right off the bat to get your last conversation top-of-mind. Provide them with next steps in an organized list so it’s clear, concise, and visually pleasing. The list allows them to visualize the next steps and indicate if there is anything missing. By asking them if there’s anything you missed, you show that you’re catering to their needs and want affirmation that they’re happy with the agreement – which is what every prospect wants to hear.
Subject
Last remaining action items
Body
Hi {!First name},
{!Greeting referencing your previous interaction (e.g. “Thanks again for taking the time to chat today. It was great to get your take on the best way to onboard your team.”)}
As promised, here’s a list of the last few items we’ll need in order to finalize our agreement:
{!Item1}
{!Item2}
{!Item3}
Is there anything else that you’d like me to add? Just let me know and I’ll be happy to address it.
Best,
