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3 Recap Email Templates to Use After Connect, Discovery, and Demo Calls

You hang up, take off your headset, and enter meeting notes into your CRM. Another productive meeting with a prospect.

But don’t forget to send that buyer a recap email before you move on to the next item on your agenda.

Recap emails can be incredibly effective at keeping your deal’s momentum alive.

First, they crystallize the highlights of your meeting. Even the most engaged prospects occasionally forget details -- and distracted or impatient buyers will retain even less. It’s likelier buyers will actually remember the biggest takeaways if you reinforce those takeaways in an email.

Second, these sales email templates give you the chance to confirm the next step. Simply reminding prospects they agreed to speak with you at a specific point in the future can motivate them to show up rather than flake.

Finally, recap messages are another way to add value. As you delve further into your prospect’s situation, goals, and pain points, you’ll get a better sense of how you can help them. Every recap message is an opportunity to provide a tip or offer a relevant resource, which solidifies your role as a trusted advisor.

3 Recap Email Templates to Use After Your Sales Call

1) Call recap

Connect calls are typically used to establish a relationship with the buyer. Most are relatively brief.

In your follow-up email, reiterate the main challenge or objective you identified and some relevant advice. Attach a useful piece of content if you have one.

To deepen the rapport you built on the call, mention a commonality or talking point.

Template:

Example:

2) Meeting Recap

Your post-discovery email should tell the buyer you’re on the same page so they feel confident moving forward. Summarize the most important things you learned from the conversation: Their high-level challenges, the tactical suggestions you provided, and the mutually agreed-upon next steps.

Template:

Example:

3) Demo Recap

At this point, the buyer should understand how your product will improve their life. Reemphasize this vision of a better future by quickly summarizing two to four features they’ll get the most value from.

If they need to get buy-in from another member of their team, consider attaching some resources that’ll strengthen their case.

Lastly, confirm any action items along with your next scheduled meeting.

Template:

Example:

A concise, well-written recap email helps the buyer keep track of the main points of your call. It also makes you look more organized, methodical, and in control, which can boost their confidence in you.

Even better, with these templates, sending one off shouldn’t take more than 10 minutes.

HubSpot CRM

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