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Post-visit summary

Channel
Email
Use when
You want a shared record of what was discussed and agreed during a visit.

Tip: Send this separately from your thank-you note, so gratitude and business each have their own message.

Fill every field before you send. Remove any line that does not apply, rather than leaving a field empty. Adjust the greeting to the time of day where your partner is.

Fill in the details

Details you enter are remembered on this device for your next template.

The dates of the visit.
The partner's title, for example Mr., Mrs., Dr., Engr., Barr., Chief or Alhaji.
The partner's surname. Use first names only after the partner invites you to.
The city you visited or will visit.
Key points, steps or agenda items. Delete any you do not need.
Key points, steps or agenda items. Delete any you do not need.
Key points, steps or agenda items. Delete any you do not need.
The agreed next actions, with who does what and by when.
A new date you are confident you can meet.
Your full name.
Your company name.

Preview

Subject: Summary of our visit on {{VisitDates}}

Dear {{PartnerTitle}} {{Surname}},

Thank you again for hosting us in {{City}}. For our shared records, here is a summary of what we discussed and agreed:

1. {{Point1}}

2. {{Point2}}

3. {{Point3}}

Next steps: {{NextSteps}}

Please let me know if I have missed or misunderstood anything. We will send an update on our actions by {{NewDate}}.

Warm regards,

{{MyName}}

{{MyCompany}}

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From DealDialect (dealdialect.com) by Ayomide Adeyeye, licensed CC BY 4.0.