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How to thank after business meeting
September 06, 2018 Wedding Anniversary Wishes 2 comments

Thank you letter for a business meeting. Appointment letters are letters issued after offer letters as a guarantee of the given position or job in the company.

Nurture new business relationships right away by sending a thank you email after meeting prospects and colleagues.

Saying thank you is more than just a formality. It’s a door you open, inviting a relationship to continue and grow. It’s an expression of gratitude that lets someone know they are valuable to you. It also provides an in for you to reiterate how you feel you can do business with someone. That’s why it’s so important to reach out to new connections as soon as you can, and one of the best ways to do that is to send a thank you email after meeting them.

Sending thanks to every new client you meet may seem like a daunting task, but with a little guidance and a little help from modern technology, it doesn’t have to be. Once you get the hang of it, sending a thank you email after meeting someone will become habitual, and you may end up feeling more anxiety about not sending something!

But what should a thank you email look like? What should you include and what should you leave out? How long should it be?


Make more calls and send more emails with Call Logic’s call management system. Learn more today; schedule a free demo right now. 


What you should know about sending a thank you email after meeting clients for the first time

You can avoid common mistakes when you send a thank you email by following a few unofficial guidelines.

First, keep things brief and straightforward. While a thank you email after meeting someone for the first time is an appreciated gesture, writing a novel of an email may make you come across as desperate or pushy.

All you need is a good subject line, a greeting, a reminder of where you met and what you talked about, a thank you for their time, and something of value to them:

“Subject: A little something to thank you for your time

Dear John,

It was great to meet you at the expo yesterday. Thank you for taking some time to talk about your need for a call system for your business. I’d love to chat some more about how Call Logic can help with your needs. Do you have some time for a call this coming week?

In the meantime, I’ve attached a white paper to this email that gives you more insight into what we spoke about yesterday. I hope you enjoy it!

Let’s talk soon.

Dave Brown”

Notice how the email gets straight to the point: Thanks, let’s work together, here’s something you might like. Done. It’s brief, direct, includes a call to action, and attaches something of value. Notice also how the subject line instills curiosity, which will help ensure that the client opens the email in the first place.

This format will almost surely get you a response even if it doesn’t turn into another meeting, and it will keep you at the top of the person’s mind when they find they need your services.

There are some other things to think about when sending a thank you email after meeting a new client. One of the most important is tone. Make sure that your email is bright and clear, not overly friendly, but not too formal, either. Only include positive statements and remember you’re writing to a potential customer, so you’ll do well to be confident and polite.

Another thing to remember is that this email is a follow-up, not a pitch. Avoid using too much “sales-y” language, like the words “guarantee” and “estimate.” It takes away from the sincerity of your expression of gratitude.

To that same end, with this particular email, don’t include any links to your product or services (aside from what’s already there as part of your signature). Again, it applies pressure at a time when it’s simply not appropriate to do so. (Not if you want to develop the relationship, anyway.) You’re not trying to get the client to buy anything with this email. You’re merely establishing trust and nurturing a connection.

Writing out a single thank you email after meeting a new business connection is easy. But you’re likely meeting a lot of new people with all the networking a salesperson has to do. How do you stay on top of all the follow-ups while still making new calls and pursuing further connections?

One of the best ways to send follow-up emails is with modern technology. CRMs like Call Logic come with an email function, so you can write and store emails immediately and even schedule them to be sent out at a later time. Software such as this also usually includes customizable email templates you can use as skeletons for each personalized thank you email you send out.

If you don’t have a CRM to help you, you can still create customizable templates and save them in your email drafts folder. When it comes time to send thank you emails, copy and paste the template in a new message window and tailor it to be specific to the person you’re writing to. This saves you the time of writing similar emails over and over again, and it helps ensure that you touch on all the important points without rambling on through less critical content.

Whatever else you do, make sure that when you send your thank you email after meeting a new client that you are authentic. Customers can identify a lack of genuineness very quickly, even in the body of the email, and it more often than not will turn them away. Remember, in addition to trying to get a meeting or sell a product, you’re primarily trying to establish trust and build a relationship. When you’re authentic, making these kinds of connections is usually pretty easy because people will immediately feel as though they can trust you. If, on the other hand, you come across as too sales-y or perhaps insincere, customers will smell it a mile away, and your thank you email will likely be for nothing.


Send thank you emails with customizable templates through Call Logic. Schedule a free demo today and find out how!


 

I had to rush out of town to attend an important business meeting. Do you need .. Thanks a letter about Bill that I wrote to his daughter after he died. If you have .

how to write a thank you letter after business meeting

how to thank after business meeting

For more resources, check out a great piece from Time Doctor called 10 Smart Tips for Running a Productive Teleconference

Facebook can see the world of social media in all directions.

Literally, the company has created a way for us to watch videos in all 360 degrees.

In a recent announcement, Facebook software developers explain they now use a VR (virtual reality) technology called cube-mapping. Stan Schroeder at Mashable says “the video is projected onto faces of a cube, with each face representing one direction relative to the viewer. This enables the viewer to see the video from all angles.”

Be on the lookout for more 360-degree videos in your News Feed. In the meantime, remember it’s also critical to see the total picture on the job.

Here’s an example. You’re on a conference call with several people and end up being the one who needs to recap the conversation via email. It’s important to then provide clear direction and address people by name when necessary. That way, everyone knows the marching orders and doesn’t need to reply to the email with all kinds of questions.

How to Write a Recap of a Conference Call or Meeting

Subject line: Recap of [conference call/meeting/phone call] on [month and day]

Hi everyone,

Thanks for your time [on the call/in the video chat/at the meeting].

[Use this space to give everyone a short summary of the meeting; for instance, “Quick recap of the meeting: the design phase of the construction project is on track, and now we need to turn our attention to the actual build.”]

These are the action items [over the next few days/over the next week/moving forward]:

[Then, list out each update or action item as a bullet point. Let people absorb every piece of information one at a time so nothing is lost in a big paragraph. Let the words breathe.]

[Whenever possible, call people out by name and put the name in yellow highlight. That way, the person will see what he/she needs to do.]

For instance:

  • Malcolm will talk with the general contractor about his timeline and the materials he will need for the brick courtyard.
  • Heather said she can create the flyer to alert all the neighbors about upcoming construction.
  • Dan and Beth will both work with city officials and the traffic engineer on securing the area for construction.
  • Esther, can you send everyone the Excel document with the real estate estimates?

Thanks, and let’s keep pushing to get the project done.

Your first name

Email signature

Be in control. See the situation from all angles. And, in doing so, send emails with impact.

 

Do you have any tips for conference calls or how to communicate once they’re over?

Share below!

 

Featured photo: Maurizio Pesce (Flickr)

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Thank You Letter For Attending A Business Meeting

how to thank after business meeting

If you’re going to invest 30-60 minutes in meeting with someone, you owe it to yourself and whoever you met with to send a follow-up email.

Like baseball, network relationship management is a game of inches where the difference between winning and losing is rarely decided by grand gestures; more often than not, the winner is the person who took the small extra steps.

This is especially true if you’re competing in a commoditized market where the difference between you and your competitor is marginal. Think of sending follow-up emails as one of those small extra steps that can make the difference between victory and defeat.

Besides, when you look at the minimal time and energy investment involved in writing a follow-up email to your meetings, it’s really a no-brainer: If you want to fully leverage the power of your network, you need to send follow-up emails. [Tweet this!]

Why Most People Fail to Consistently Send Follow-up Emails

This probably isn’t the first time you’ve thought about sending follow-up emails. In fact, it probably isn’t even the first time you’ve tried to make this practice into a habit.

And the first couple days of your initial attempt probably went really well. But then something happened; a crisis arose. You invest all of your time and energy into resolving the crisis and, as a result, forget about sending follow-up emails.

The crisis ends, but the emails don’t begin again. Sound familiar? It’s the classic story of well-intentioned habits being crushed before they’re fully-formed.

If you’re ready to commit to this habit again, here’s a quick tip to streamline the process and make it easier to remember to send those emails, no matter what happens: Create a follow-up email draft before the meeting.

Obviously this draft can’t be too specific or detailed since it’s being written before the meeting is taking place, but that’s okay. You can always flesh it out after the meeting. Here’s an example of what this email draft might look like:

“Hi Sachin,

Thanks for meeting with me today. I enjoyed our meeting very much and look forward to meeting you again.

Cheers, Patrick”

Once you’ve got this email sitting in your drafts folder, it’s hard to forget to send it. All you’ve got to do is personalize it once the meeting wraps up. Speaking of which, let’s talk about …

How to Write a Great Follow-Up Email

An effective follow-up email has three components:

  • A “Thank You” component,
  • A “Common Ground Reference” component, and
  • A “Key Takeaways” component.

Let’s walk through a three-step process to create a follow-up email with these three sections.

Component I: Thank You

Saying “Thank you” is usually a given in follow-up emails, so why even mention it? Simple: Because gratitude is one of the most powerful ways to make a connection. That, and because there are two ways of communicating thanks: One is just saying it, the other is meaning it.

One is a standard phrase, the other is a little more thoughtful. Think of it as the difference between “What’s up?” and “How are you doing today? You seem quite happy.”

Using sentences like, “I really appreciated the time you spent with me today. I hope it was time well spent for you, too” or, “Let me start by saying thank you for your time today” are a great place to start.

If you can fortify these statements by adding specific reasons why you’re thankful, that’s even better. For example: “I learned a lot from your suggestions today,” or, “I feel I will be able to act upon the advice you offered.”

The key is to make sure your recipient perceives that you are genuine. Here’s how this might look in practice.

Example I: Thank You

“Hi Sachin,

Thank you for taking the time to meet with me today, I really learned a lot from your suggestions. I enjoyed our meeting very much and look forward to meeting you again.

Cheers, Patrick”

Component II: Common Ground Reference

This component adds a sentence about what you enjoyed about the meeting and what you have in common with those you met with. It has three primary benefits:

  • It personalizes the email so it doesn’t look like you’re just sending out a pre-written template. This will likely cause the other person to perceive you as caring, thoughtful, and attentive.
  • People are attracted to positivity. By highlighting a positive element of the meeting, those you met with are likely to have a better opinion of you and think of the meeting as a success.
  • Common ground is the source of all connection, and this component allows you to establish that common ground quickly.

Here’s how this might look in practice.

Example II: Common Ground Reference

“Hi Sachin,

Thank you for taking the time to meet with me today, I really learned a lot from your suggestions.

I enjoyed our meeting very much, and was particularly intrigued by your passion for tea. As you know, I love tea as well; and it’s not every day that I run into someone who appreciates a great cup of tea.

I look forward to meeting you again.

Cheers, Patrick”

Component III: Key Takeaways

This final component is your opportunity to show that you’re committed to this relationship by going the extra mile.

Use this section to sum up all commitments given and received. This will underscore the productivity of the meeting and create confidence that you are going to follow through.

In addition, this component also creates an informal agreement that the other party will follow through as well.

For a powerful way of leveraging these commitments (and other vital sources of meeting information), click here to learn about Meeting Debriefs.

Here’s how this might look in practice.

Example III: Key Takeaways

“Hi Sachin,

Thank you for taking the time to meet with me today.

I enjoyed it very much, and was particularly intrigued by your passion for tea. As you know, I love tea as well; and it’s not every day that I run into someone who appreciates a great cup of tea.

  • Besides getting to know you a lot better, there are three key takeaways from our meeting:
  • You are in need of hiring great engineers and find that very difficult to accomplish in today’s economy.
  • We agreed to meet next week to discuss how we could work together to overcome this challenge.
  • I offered to introduce you to Riviera Partners, one of the top engineering recruitment firms in Silicon Valley.
  • If you feel I left out any other important aspects of our conversation, please let me know.

Again, I enjoyed our meeting very much and look forward to meeting you again next week.

Cheers, Patrick”

Find an Approach that Works for You

Do you see how those three components work together to create an email that your recipients are likely to perceive as relevant, valuable, and meaningful? At the very least, it’s much better than sending no follow-up email at all.

But at the end of the day, keep this in mind: Focus on the components of a great follow-up email; not my specific examples. You don’t need to use my exact words; they might not be right for you.

The most important rule in Network Relationship Management is being genuine and staying authentic. If you say, “I’d never write that way,” that’s fine! Then ask yourself, “How would I communicate gratitude, establish common ground, and sum up the key takeaways?”

We all have our own style. Find yours, and start following up.

Further Recommended Reading

Create “Wow” Moments in Your Relationships with the Meeting Debrief

Follow-up emails are just one common part of a greater whole I call the Meeting Debrief. In a nutshell, this concept is all about collecting and acting on the most valuable information you learn about someone over the course of a conversation. Check out this article to supercharge the ROI of your meetings and, as a result, your relationships.

Back-to-Back Meetings Poison Your Productivity. Here’s the Antidote.

Follow-up emails might be a great idea in theory, but theory only takes you so far. At the end of the day, you’ve got to actually send them; and finding the time to do so can be a problem when your calendar’s booked back-to-back. Check out these two quick-and-easy tactics to break the endless meeting cycle and make time for what matters most.

How to Make Professional Introductions and Write Business Introduction Emails That Deliver Massive Value to Your Network

One of the most common commitments made in meetings is an introduction. The problem is, most people vastly underestimate the introduction process. To truly make it a relevant and valuable experience for both parties, it takes more than a simple intro email. Check out this article for a full walk through of the introduction process.

Patrick Ewers 2018-11-15T15:11:14+00:00

Patrick Ewers is the founder and CEO of Mindmaven, an executive coaching firm and educational platform focused on helping startup CEOs, executives and their team members achieve their fullest potential and generate game-changing opportunities by better leveraging the most valuable relationships in their network.

It is important in business to be ahead of your competitors. You can do this by How to Thank Someone for a Business Meeting Text After WhiteSmoke.

12 Templates for Follow Up Emails After a Meeting, Conference, and More

how to thank after business meeting

We’re all familiar with the art of “circling back” and “just checking in” when you never got a reply. You don’t have a proven follow up email template, so you hesitate before typing.

What can you say to get your prospects to write back?

Below are 12 follow up email templates to copy and paste right now, with real-life examples and reply rates.

12 Follow Up Email Templates To Use Right Now

1. The “Nice To Meet You” Email

When you have a mutual conversation with a stranger, it’s safe to assume they’ll welcome an email from you. So how do you write the “nice to meet you” email?

(Keyword: mutual)

For a fast follow up, plug this information into a pre-set follow up email template:

  1. How you met — Refreshes their memory
  2. A takeaway from your conversation — Shows you were listening
  3. Your ask — Keeps the ball moving

Here’s how to roll it all together:

Subject Line: Great to meet you at {!Event}

Hi {!First Name},

It was nice to meet you at {!Occasion where you met}. I loved learning more about {!Something discussed}. I’m really interested to hear more about your role as {!Job title} at {!Company}, as {!Reason why you’re interested}. If you have time in the coming weeks, let’s {!Follow up action}. I’m generally free on {!Days of the week}, if that works for you?

Looking forward to keeping in touch!

 

 

Tip: Suggest a time as a starting point, but keep your request flexible to give them control.

Save this template right in your inbox (with easy placeholders to fill in on-the-go).

2. The Introduction Email

Someone just tapped on the network you’re so proud of, asking for an intro.

If they did it right, they made it easy for you by sending along all the necessary info.

Which means you have a key insight already: the value that they plan to provide.

Below is a short follow up email that gets to the punch quickly (click here to copy it):

Hint: Don’t forget to CC the person who requested the intro, so they can pick up the convo where you leave it off.

Want to see which subject lines actually work? You’ve been doing it all wrong.

3. When You Just Left A Voicemail 

How many of your missed calls that go to voicemail are actually missed?

Chances are your prospect could be actively ignoring you.

Capturing their attention won’t be an easy feat — but it’s possible if you prove there’s alignment.

After you leave a voicemail message, send an email to reiterate your value statement.

Like this:

Subject line: Just tried your line / next steps

Hey {!First Name},

I just left you a voicemail but wanted to drop a line by email in case this is more convenient for you.

I’m reaching out because it looks like {!Point of alignment between their company and yours}.

We’re {!Company pitch with value to them — include stat & customer name(s)}.

{!First Name}, I’d love to connect about your specific needs. I also have a suggestion about how you can {!Achieve desired result} (with or without us).

Give me a call back at {!Your phone number} if convenient, or feel free to reply to this email.

Thanks!

Start tracking your emails to see opens in real-time. (They’ll never know.)

4. When You’re Sent To Someone Else 

Sometimes, that account you’re chasing turns out to be a wild goose.

If Recipient 1 bounced you to another person, keep in mind the context with this new person:

These are the steps to take with your follow up email:

  1. CC the colleague you first emailed to increase your chances of a reply by 12%.
  2. Ask yourself, what pain point does my company solve? How exactly does it solve it?
  3. Turn this into a problem-solution specific to your recipient’s role in his/her org.

Here’s a template that one of our sales consultants uses regularly:

Pro tip: Try adding a testimonial link to your email signature. Social proof makes your company more compelling, and hyperlinks let you track clicks.

Like this:

Watch a short video to see how Acquia closes more deals, fasterwith Yesware

Here are 17 other A/B testing ideas for your emails to start getting more replies.

5. When You’ve Just Had a Meeting

Lucky you — whoever you’re emailing is invested in your relationship. They just spent their time meeting with you, and they’re probably going to read your follow up.

But how can you go beyond opens and increase replies?

Do the work for them. Recap everything so all they do is confirm that 1) they received your email, and 2) your summary is accurate.

Here’s a sales meeting follow up template that our team has great success with:

 

Want to steal this template? It’s all yours.

6. When You Just Left Your Interview

You just walked out of a great interview and you want to set yourself up for success.

How do you balance being polite with standing out from the rest of the candidates for the job?

Easy: take the extra 60 seconds to personalize your thank you to each person.

Two things to remember here:

  1. Whoever you talked to has a busy schedule. They spent their valuable time on your interview; show them it wasn’t wasted. Generic emails are careless and imply that you aren’t invested in the opportunity.
  2. The individuals you interviewed with are all colleagues, which means they talk. Don’t be the interviewee who blasts the same thank-you email to everyone.

How to write a follow up email after your interview:

Personalize your email in three ways to show you were listening and you’re invested:

Paragraph 1 — Recap one point of discussion from your conversation

Paragraph 2 — Refer to their team’s relationship with your team to-be

Paragraph 3 — Mention a detail that the interviewer disclosed to you

What your email should look like

Here’s the follow up email I sent to a sales manager I met with when I was interviewing here at Yesware:

Because I took the time to send a heartfelt thank-you, I won the reply and a returned sentiment:

Want a copy of this example to copy and customize? Right this way.

7. When They’re Past Due Payment (And You’re In Collections)

Make an uncomfortable situation easier with a proven collection letter template.

Here’s how to keep your email understanding but forceful:

Subject Line: Are you there, {!First Name}? Dropping a line

Hi {!First Name},

I hope this note finds you well. I want to follow up on an invoice I emailed on {!Date}. I haven’t received the payment yet, so I wanted to ensure the email isn’t lost somewhere in depths of cyberspace. Would you please check to see if the accounts payable department has received it? I’ll be happy to resend if necessary. Otherwise, I look forward to receiving payment within a week.

I really appreciate your help! Thanks!

Want more templates for collecting late payments? Here are 10 more from Junetoo.

Don’t just send a follow-up email — see when they open it.

8. When You Get a Second Shot at Your PR Pitch

Your first pitch didn’t win over the editor or reporter.

Time to up your game.

Here’s how to sell it: Keep your follow up email shorter than your first one. Journalists spend less than one minute reading what you’ve sent them. They prefer bullet-form facts.

  • Know their beat — are you reaching out to the best person? If not, identify who is and use a free tool to find their email.
  • No buzzwords allowed; just include the facts.
  • Offer an exclusive.

Below is an example of a first email that I sent to FastCompany (followed by my follow-up):

Email tracking revealed that my email was opened, but I didn’t get the reply. So here’s the follow-up email I sent three days later:

My shorter, bulleted follow up email won the reply and a placement in Fast Company. 

 

 

Ready to copy and paste this as a template to customize in seconds? Get it right here.

9. The Best Follow Up Email Template For An Inbound Lead

Are you charged with reaching out to people who download your company’s marketing content? Just because someone read something doesn’t mean they want to talk to sales (yet).

Which is why you need to nurture them. How? Provide new value that shows them why you’re worth their time.

Our sales team achieves a 34% reply rate by following up with people who downloaded our recent ebook. Here’s an example of an email template that’s been filled out:

Copy this example as a template with placeholders for your custom info.

10. How to Send a Follow Up Email After No Response

Waiting for an answer from a friend, colleague, or vendor? Here’s your reality:

Below is a follow up email template to send after no response.  This exact email won me a 25% reply. Use it as a starting point or copy and paste the text directly here.

Here’s what to include in your follow up after no response:

  1. Restate the context of the original email and the value to them.
  2. Include your explicit ask.
  3. More information: Any additional resources for them to review.

11. When They Asked You to Circle Back Later

What’s your first reaction when your alarm goes off in the morning?

Snooze — it’s how we procrastinate dealing with sales outreach, too.

Instead of taking a meeting or committing to a contract, we say, “let’s check back in next quarter.”

If you’re the salesperson circling, you need to deliver tangible, relevant information.

Here’s a good follow up email that I received after going through a demo (names changed):

A couple things to note here:

  1. Gary uses leaves the subject line empty; this is a tactic proven to increase opens
  2. The case study note delivers fast value with a brand name & a success metric
  3. The email signature includes a UTM-tagged ebook offer. This does two things. It nurtures prospects and it provides marketing with engagement data. (More ideas on how to make your email signature work for you here.)

Grab this template to use on your own.

Pro tip: Schedule your follow up email now to send later. Then, use tools like Google Alerts to monitor for trigger events that can help you get your foot in the door sooner. (You can always cancel your scheduled email if you find more opportune timing sooner.)

12. When It’s Time to Break Up: An Email To Lean On

You’ve been nurturing a ghost with a drip campaign, and it’s time to let him or her go. (The good news is you can automate the whole process so you don’t have to sit there with tissues).

Not sure how to say goodbye?

Here’s a follow up email template that our sales team has found works best for break up emails:

Biggest takeaways: Which is why it’s worth telling them you’re walking away — especially if you want them to take action.

The combination of loss aversion and personalization is powerful. It drives a 33% reply rate on touch plans where this is the 5th touch.

Make this template your own [copy, paste, customize].

 

 

The Best Recipe for the Perfect Follow Up

Below are three tools to send smarter, faster emails. They let you personalize at scale and automate full cadences that do the work for you.

Email Tracking — Get real-time alerts the moment your email is opened or clicked

So you know for sure when your emails are being read — and exactly when to follow up.

Learn more about email tracking

Templates & Send Later— Customize messaging in seconds, schedule for the right time.

So you spend less time writing, can personalize emails in seconds, and find out what works.

Find out how templates work | Plus more on Send Later

Campaigns — Automated campaigns based on engagement (i.e. “send in 3 days if no reply.”)

So you schedule emails, phone calls, and custom tasks at one time (no need to watch for replies or remember follow-ups).

Try free trial of Yesware to get all three features in one.

Over to you

Do you have follow up email templates for any categories that we missed? Do you find yourself in other follow up situations that we can help with? Let us know on Twitter: @Yesware.

WATCH THE VIDEO ON THEME: Chairing a meeting

How to Write a Great Follow-Up Email After a Meeting Saying “Thank you” is usually a given in follow-up emails, so why even mention it? . How to Make Professional Introductions and Write Business Introduction Emails.

how to thank after business meeting
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