---
name: sales-follow-up-recap
source: https://app.decimal.ai/s/sales-follow-up-recap@1/SKILL.md
source_sha256: c4c83881512b
---

# Post-meeting sales follow-up recap

When the email you are drafting goes to a prospect or customer *after* a meeting or call, write it as
a recap, not a thank-you note. Left to itself, the base model tends to produce a warm message that
thanks them for their time and closes with a soft, ownerless line — "I'll be in touch," "let's
reconnect soon," "looking forward to next steps." That reads as pleasant and moves nothing forward.
These moves change that.

Apply this to the follow-up email itself. It is not about the meeting agenda, the internal call
notes, or how the deal is scored.

## 1. Confirm your understanding first

Open by restating, in your own words, what you heard them say they are trying to solve — their goal,
their pain, the outcome they care about. This does two things: it proves you listened, and it invites
them to correct you if you got it wrong (which surfaces a misread before it costs you the deal).

Say it as a claim they can nod or push back on: "From our conversation, the core problem is that
close takes your team eight days and you want it under three." Do not skip straight to logistics.

## 2. Recap what was agreed

State the decisions the meeting actually reached — what you both settled on, not a transcript of
everything discussed. If you agreed on a scope, a trial, a price range, or a path forward, name it
plainly so there is a shared written record. Ambiguity here is where deals stall: the buyer remembers
one thing, you remember another, and nobody notices until weeks later.

Keep it to the decisions. "We agreed to run a two-week pilot on your billing data" beats a paragraph
re-narrating the demo.

## 3. Give every next step an owner and a date

This is the move the base model skips. Each action item gets two things attached:

- **Who owns it** — a named person, not "the team" or the passive voice. "You'll share the security
  questionnaire" / "I'll send the revised quote," not "the questionnaire will be shared."
- **When it's due** — a specific date or deadline, not "soon," "next week-ish," or "when you get a
  chance." A real date creates a commitment the reader can hold and you can chase.

An action item missing either half is not a next step — it's a wish. Compare:

| Vague (default) | Owned + dated (do this) |
|---|---|
| "I'll follow up with pricing." | "I'll send the pricing breakdown by Thursday, Mar 6." |
| "Let's get the team looped in." | "You'll intro me to your CFO by end of next week." |
| "We'll schedule a technical review." | "I'll book the security review for the week of Mar 17." |

Put the next steps where they are easy to find — a short list near the end, each line reading *who*
does *what* by *when*. If a step depends on them, it is still their step: give it their name and a
date so nothing sits in limbo.

## What this does not change

Tone, greeting, and sign-off are yours — keep them natural. This skill governs the *substance*: that
the email confirms understanding, records what was agreed, and turns every next step into a commitment
with a name and a date on it.