Writing a Client Meeting Thank You Email - Docket

Say thanks: A simple “thank you for attending the event” email, “thank you letter after visit,” or “[company name] is grateful for your visit” goes a long way ... Features Templates Pricing Company Resources SignUp Login [email protected] 830MassachusettsAveSuite1500|Indianapolis,IN46204 December4,2021 WritingaClientMeetingThankYouEmail It’sanincrediblyusefulsalestool,butonethathasbecomeincreasinglyoverlookedinourmodern,digitalage.Theclientmeetingthankyouemailorfollowupemailafterbusinessphonecallisanupdatedversionofthisveryeffectivetoolandcanleavealastingimpressionontherecipient.Ifyou’reinvestedinbuildinglongterm,lastingrelationshipswithyourclientsinsteadofjustwinningonetimesales,thentheclientmeetingthankyouemailorrecapemailaftermeetingisanessentialcomponentyoujustcan’tmiss.Asimplethankyouforyourparticipationinthemeetingorthankyouforattendingtheworkshopcanmakealastingimpression.Followupemailaftermeetingsubjectlinecanbeassimpleas“thankyou”ormorecomplexandmentionthemeetingtopics,etc. 5BenefitsofWritingThankYouEmailsAfteraClientMeeting Yourclientsknowtheymatter:Whenyoutakethetimetowriteathankyouemailafteraclientmeeting,theyknowtheyarevalued.Asimple,“Thankyouforattendingthemeetingtoday,”“Thankyouforarrangingthemeeting,”or“Thankyouforattendingthemeetingyesterday”goesalongway.Yourelayaveryclearmessage–thatyourclientandtheirtimematterstoyourteam,whethertheyaremakingapurchaseornot. Youaddanothertouchpoint:Forbrandswithlongersalescyclesorwhorequiremultipletouchpointstoservice,athankyouemailallowsyouanotherwaytoconnectandremindtheclientthattheymatter.You’llmovefurtherintoyoursalesprocess,simplybybeingpoliteandattentive.Asimple,“Thankyoufortakingthetimetomeetwithme,”athankyouemailaftersalesmeetingwithclients,orathankyouletterformeetingappointmenttimeisenoughtocreateanadditionaltouchpoint.Achancetohighlightkeypoints:Yourfollowupemailneedstobemostlyaboutgratitude,butitcanalsoreinforceyoursuccess,keytakeaways,andotherimportantdetailsandleavetheclientonapositivenote.Arecapemailaftermeetingworkswellherebystartingoutwith,“Torecapourmeeting…”Discoveringhowtowriteminutesofameetingexamplecanhelpyoucoverthemostimportantpoints.Youcansearchforexamplesofhowtocomposethesetypesoffollow-upmessagessuchas“samplethankyouemailafterbusinessmeeting,”“samplethankyouletterafterbusinessmeeting,”or“samplethankyouemailaftersalesmeeting.” Anotherchancetoserve:Yournoteopensthedoorforanyotherquestionsthatmayhavecomeup–alltheclienthastodoishit“reply”toaskwhattheyneedto.Thismakesiteasierforyoutomeettheirneeds.Ameetingrecapemailsampleorthankyouemailaftersalesmeetingtemplatecanhelpyoudeterminewhattowrite,andwhattoincludeinthisversion. Saythanks:Asimple“thankyouforattendingtheevent”email,“thankyouletteraftervisit,”or“[companyname]isgratefulforyourvisit”goesalongwayandtakesjustsecondstowrite,providingyouwithalotofvalueforasmallinvestment.Considersendingathankyouforattendingthemeetingwithin24hoursforbestresults. Findouthowtoholdthemostengagingclientmeetingsformaximumcustomersatisfaction. DownloadyourcopyofourfreeeBook. DownloadeBook ThePowerofAccurateMinutes Thatmeetingwasimportant—butwasittheonlythingyoudidtoday?Doyourememberallofthepointsandallofthethingsdiscussed?Didyoureallygetthebigpicture,ordidyoucomeawaywithjustthehighlights?Yourminutesofmeetingdraftorsimplemeetingminutestemplatecanhelpyourememberallthatwasdiscussed. Thedetailsthatseemedmostimportanttoyou,orthatyourememberbestmaynotbeallthatimportanttoyourclients.Whenyoucanreviewtheminutesindetail,youcanseewhatthey’vetakenthetimetobringup,thetopicsthey’vereturnedtomultipletimesandthethingsthey’verespondedtobest.Withaccurateminutes,you’llhaveallofthedetailsyouneedtocraftacompellingthankyounoteinminutes,andbeabletospeakdirectlytoyourclient’smainconcern.Reviewacleanminutesofmeetingtemplatewithactionitemstomakesureyoucovereverythingyoushould. Keepinmindthatyoucansendactualminutesofmeetingsamplestoyourteamortotheclientifneeded.UseprofessionalminutesofmeetingformattorelaykeydetailsusingatoollikeDocket.Afreetrialisavailabletogetyoustartedtoday. OtherUsefulTipsandTrickstoEffectiveClientMeetingFollow-up Effectiveclientmeetingfollowupisallaboutaddressingthedetailstheythoughtwereimportantduringthemeetingitself.Otherfollowupstepsyoucantakeinclude: Sendingreports,directionsandothertipsthatyouofferedormentionedinthemeetingFollow-uponanyunansweredquestions.Noonecananswereveryquestion,everytime.Iftherewassomethingyouwereunabletoprovidefulldetailon,followupinthedaysafterthemeetingwiththemissinginformation.Issueaninvitation.Ifyourmeetingsmalltalkrevealedthatyourclienthasaninterestinaspecialbrand,location,teamorshow,andyourmarketingbudgetallows,extendaninvitationorasmalltokenofappreciationthathighlightstheseinterests.Somethingassimpleasabookonadiscussedtopiccangoalongwaytowardsrelationshipbuilding.Includeafollowupemailafterabusinesscall.Acallislikeamini-meetingsoemailcanbeacriticaltoolforfollowupandtocementloyalty. StartWiththeFastest,EasiestApproach Putthepowerofathankyouemailtoworkforyourbrand.Wemakeiteasytoconnectwithyourprospectsandclientsandtomakethemostofyourexperiences.You’lllovetheresults—andyourcustomerswillbedelightedwiththepersonaltouchthatyou’vegoneoutofyourwaytocreate.StartafreetrialofDockettodaydiscoverhowwecanhelpyouandwhatwecandoforyourteamandclients. AbouttheAuthor HeatherHansson HeatherisVPofProductandChiefofStaffatDocket.Sheenjoysleadingcross-functionalteamstoworktogetheronvision,strategy,andimplementingsolutionsthathelppeopleworkandlivebetter.Whensheisn’thelpingridtheworldofwastefulmeetingswithDocket,Heatherlikestorun,takeviolinlessonswithherson,andspendtimewithherfamily. RelatedContent August15,2022 EmployeesNeedEmpathyForSuccess Aspeoplefeelmoreandmorestressed,ithasbecomeevenmoreimportantthatleadersareabletocomprehendtheemotionsofothersandsympathizewiththem. Articles August11,2022 EmpowermentThroughMeetings Empoweringemployeesbymakingyourmeetingsmoremeaningfulismucheasierthanyoumightbelieve.Herearefivesimplestepsthatwillpointyouintherightdirection. Articles August10,2022 EffectiveNote-Taking101 Simpletipsandtrickstodevelopyournote-takingskillstoensureyoumakethemostofyourtime,andthetimeofothers,inmeetings. Articles August4,2022 WhyAreAgendasSoImportant? Whenyouneglectpreparation,ineffectivemeetingsaretheendresult.Thisiswhydraftingagendasiscrucialtohelpbetterprepareformeetingsandensurenooneiswastingtheirprecioustime. Articles July6,2022 HowtoReducetheNegativeEffectsofOnlineMeetings Despitethebenefits,thedrainingnegativeeffectsofvirtualmeetingscanstillhaveasignificantimpactonus.Keepreadingtofindoutsomebestpracticesthatmembersoftheremoteandhybridworkforcescanusetocombatthesephysical,mental,andsocialrisks. Articles May2,2022 DoesFlexibleWorkDampenMotivation? Peoplearen’tusedtoworkingduringnon-standardtimessuchasweekendsorholidays,andhavingtodosoputsastrainonthem.Sowhydoestheideaofflexibleornon-standardworkingsituationsstillappealtopeopleifitmakesthemfeelworse? Articles April25,2022 Asana’sstudyfindsmanyopportunitiestoimprovehybridwork ThoughtheAnatomyofWorkGlobalIndex2022studyfoundmanypositivechangesinhowpeopleorganizetheirworkday,otherfindingsshowasignificantdeclineinstrategicwork.Readthisoverviewofsomeimportantfindingsfromthestudythatcanprovideinsightintohowworkerscanbettermanagetheirdailytasks. Articles April19,2022 Hybridwork’sendurancereflectschangingsocialcontract Outofnecessity,thepandemicquicklypopularizedremoteandhybridworkingmodels,[…] Articles March28,2022 ManagingMeetingsWhenYourTeamBreaksthe“TwoPizza”Rule TeammanagersmayhaveheardofoneofJeffBezos’mostrepeated[…] Articles March17,2022 AgilePracticesthatProjectManagersareAdopting AgileisgrowingbeyondengineeringWorkinginsyncwiththepeoplearound[…] Articles March16,2022 GoingonaMeeting“Diet”:howmanyhoursanddollarscouldyourteamsaveperweek? Whenteamleadersprovideopportunitiesforparticipation,meetingsbecomefarmoreengaging. Articles 5BestPracticesProjectManagersKnowthatEveryoneElseCanSteal Projectmanagementinvolvesawidevarietyofconsistentpracticesthatboostthe[…] Articles March14,2022 ImproveProjectManagementWithBetterMeetings Let’stakeacloserlookathowsalesteamscansuperchargetheirsalesmeetingswithZoomApps. Articles RulesforProductiveHybridMeetings Herearesomeofourtoptipsgatheredfromdecadesofexperienceworkingwithteamsspreadoutaroundtheglobe. Articles March10,2022 BeatZoomFatiguewithBetter(andShorter!)Meetings There’sacommonmisconceptionthatprofessionalswhodoremoteworkorhybrid[…] Articles February7,2022 Yourtechmaybemakingithardtopickupgreatmeetinghabits.Docketmakesthemeasy. Pickingupgreatmeetinghabitscanbehard,especiallywhenyourenterprise[…] Articles December21,2021 DocketMeetingAppSecures$3MinFunding Docketraisesfundingtoexpanditshybridmeetingproductivityplatform.INDIANAPOLIS—[…] Articles August2,2021 SuperchargeyourSalesMeetingswithZoomApps Let’stakeacloserlookathowsalesteamscansuperchargetheirsalesmeetingswithZoomApps. Articles July21,2021 DocketLaunchesAppforZoomtoEnhanceIn-MeetingCollaboration AnewintegrationfromDockethelpsteamsachievegreaterproductivityinremoteandhybridmeetings. Announcements August22,2022 SyncVs.Async:BalanceMeetingPurposes Eventhoughmanyofusfirstheardaboutthe“hybrid”workplacemodelafterthepandemic,somecompanieshavebeenusingthisapproachlongbefore2020andhavemanagedtogathervaluableinsightintohowtomakeitmoreeffective.  Articles August19,2022 WhatIsQuietQuitting? Everyyearinthebusinessworld,wegetintroducedtoafewnewbuzzwords.Currently,there’salotofdiscussionaroundtheterm“quietquitting,”whichhasadifferentmeaningthanyoumightexpect. Articles August18,2022 AreMeetingAgendasReallyNeeded? Thoughitseemslikecreatingagendasmakesextrawork,goingintomeetingswithoutagameplaniswhatactuallycreatesextraworkduetodisorganizationandredundantcommunication. Articles