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Thank-you after a first meeting

Channel
Email
Use when
You have just had your first meeting or call with a new partner.

Tip: Send the same day or the next morning. A prompt thank-you shows that the meeting mattered to you.

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 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 date of the meeting or call, written day, month, year (for example 14 May 2027).
The subject you discussed or will discuss, in a few words.
The partner's company name, spelled exactly as they write it.
The agreed next actions, with who does what and by when.
Your full name.
Your company name.

Preview

Subject: Thank you for your time

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

Thank you very much for meeting with me on {{MeetingDate}}. I appreciated your warm welcome and the insight you shared about {{Topic}}.

I now have a better understanding of {{PartnerCompany}} and of the needs of your customers. As we discussed, our next step is: {{NextSteps}}

Please extend my greetings to your colleagues. I look forward to speaking with you again.

Warm regards,

{{MyName}}

{{MyCompany}}

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