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Follow Up Email
What to send after your first call.
Mike Gallardo
October 13, 2024 • Estimated Reading Time: 3 minutes
The best formats for the email you send after your first call.
Hey sales friends,
In this week’s newsletter I’m sharing the format of the email you send after your initial discovery call.
A lot of AEs think you need to send a bunch of stuff and write a lot. But I think the best format is actually much more simple than that.
Let’s dive in!
Strategy
The people you’re speaking to are busy. So keep the email focused on the following things only:
The top things you learned on the call.
Helpful resources.
The next step.
That’s all you need.
The more text you have the less likely the person is to actually read it.
3 Examples
Please feel free to steal these templates and make them your own.
Hey Jill,
3 highlights from our call today:
1. SKO went significantly over budget last year and you’re looking to reduce costs.
2. You’re planning everything in excel and want an easy to use platform to plan everything.
3. You want to compare NAM and LATAM locations.
Confident ABC Company can help solve these priorities.
Next Steps:
Demo on January 18th, 2025
Resources:
1. Slide deck
2. Questions and answers doc
Excited for our demo next week and if you have any questions please reach out to me anytime!
Sincerely,
Mike
Hi Jill,
Thanks again for taking the time to chat with me. Here's a quick summary of what we discussed:
1. [Key takeaway #1]
2. [Key takeaway #2]
Next Steps:
Demo on January 18th, 2025
Resources:
1. Slide deck
2. Questions and answers doc
Excited for our demo next week and if you have any questions please reach out to me anytime!
Cheers,
Mike
Hi Jill,
Appreciate your time today! I enjoyed learning more about Acme and how we can potentially help with [main priority or challenge].
3 highlights from our call today:
Key Priorities/Challenges:
1. [summary of priority]
2. [summary of challenge]
3. [summary of challenge]
Our Solution:
[A summary of how your solution solves the above. Can be a video too!]
Next Steps
Demo on January 18th, 2025
Excited for our demo next week and if you have any questions please reach out to me anytime!
Cheers,
Mike
Summary
As you can see all three examples are simple, clear and to the point.
Most importantly, they’re all focused on the buyer’s key priorities and challenges.
Next Steps:
Make these your own, give them a rip, and let me know how it goes!
And if you have a template you like more send it my way!
I’m always looking to build out my library :)
Until next week!
Mike G
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