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Written recap after a call

Channel
Email
Use when
You have finished a call or meeting and want a shared written record.

Tip: Send the recap the same day. Inviting corrections makes it easy for the partner to raise a different understanding.

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 date of the call you are summarizing.
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.
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.
Your full name.
Your company name.

Preview

Subject: Summary of our call on {{CallDate}}

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

Thank you for your time today. For our records, here is what we discussed:

1. {{Point1}}

2. {{Point2}}

3. {{Point3}}

Next steps: {{NextSteps}}

Please let me know if I have missed or misunderstood anything.

Best regards,

{{MyName}}

{{MyCompany}}

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