The Post-Meeting Follow-Up

After any client meeting:

• draft a follow-up email
• write the follow-up from that call
• send a recap of what we just discussed

Coppermind drafts the email with:

• Brief recap of what was discussed
• Decisions made (bulleted)
• Action items with owners and deadlines
• Next steps or next meeting date

Your voice, not theirs

The follow-up is written in YOUR voice (from your personal mind), not the client's brand voice. Brand voice is how the client talks to their customers. This email is from you to the client.

After you send it, say mark the follow-up as sent so Coppermind stops reminding you.

Read the full guide →