SUBJECTOur conversation and next steps
Hi {{ contact:firstName }},
Thank you for taking the time to speak with me. Here’s a quick recap of what we discussed:
[Two or three relevant points from the conversation]
Our next steps:
• I’ll [your action] by [date].
• You’ll [agreed customer action, if any].
• We’ll reconnect [confirmed timing or booking link].
Please let me know if I missed anything or if your priorities change.
Best,
{{ sender:firstName }}
[Company name]