Write an Effective Follow-Up Email After a Call

Rashida Beal
Jun 2, 2023
Write an Effective Follow-Up Email After a Call
Write an Effective Follow-Up Email After a Call

Discovery calls can be a key part of lead nurturing. But to encourage leads to take the next step, you’ll need to follow up.

Properly following up by email after your discovery call helps keep you top of mind. It also shows how well you listened, and offers another opportunity to build your long-term client relationship. But it’s only effective when done right.

Keep reading to learn how to write a follow-up email after a call.

Take Notes During the Call

Before you can jump into crafting a follow-up email, you’ll need notes. This way, you can refer to specific parts of the conversation and be sure to cover any important points (like questions the lead asked).

Detailed notes help you craft a personalized and effective email. But as important as notes are to have, they’re not the easiest to gather. Trying to jot down everything important while also facilitating the call is a struggle. Not to mention, typing or scribbling can distract your lead from the call.

The great news is that Maestra streamlines the process for you. Instead of distracting yourself during the call, simply use Maestra to automatically generate notes from the discovery call. You’ll get a complete timestamped transcript to use for follow-up email notes and much more.

Use Maestra for an Automatic Phone Meeting Transcript

Gathering notes from your discovery call is easier than every with Maestra. Using the automatic transcript generator, quickly convert audio to text.

Here’s how it works:

Tips for Effective Follow-Up Emails

Once you have your meeting notes, it’s time to craft some compelling follow-up emails! Here are some tips to keep in mind:

Timing and Promptness

Send the follow-up email promptly to maintain momentum and demonstrate professionalism. Ideally, send the email within 24 to 48 hours after the call. By doing so, you show your commitment and that you value the recipient's time.

Consider the urgency of the call's topic. If it requires immediate attention or there are time-sensitive action items, it's even more important to send the follow-up email quickly. Delays may lead to missed opportunities or misunderstandings.


Addressing the recipient by name in the email subject line and introduction adds a personal touch to your follow-up email. It shows that you value the individual relationship and took the time to customize your message. Open with a friendly greeting to create a positive tone for the email.

Feel free to include any other unique points about the potential customer. For example, did they mention something about a pet or an upcoming trip? Include something like “I hope you had a chance to enjoy a nice walk with Sparky!” or “I hope packing for your trip is going well.” This is a small way to show a potential client that you care about them as a person.

Expressing Gratitude and Appreciation

Begin your email by expressing gratitude and appreciation for the recipient's time and insights during the call. This demonstrates respect and appreciation for their contribution. Whether it was a brief introductory call or a lengthy discussion, recognizing the value of their input builds positive rapport.

Restating Action Items and Next Steps

During the call, there may have been specific tasks or responsibilities assigned to different parties. In your follow-up email, clarify these action items to ensure everyone understands their roles and expectations. Clearly state the tasks assigned, the individuals responsible, and any deadlines associated with them. This serves as a reference point for future discussions.

Confirming the agreed-upon next steps is equally important. Summarize the mutually agreed-upon action plan, ensuring that all parties are aware of the intended course of action. By restating these next steps, you provide a roadmap for moving forward and minimize the risk of miscommunication.

Offering Additional Assistance

Extend your support to address any pain points. Show your willingness to provide further assistance or information in your follow-up email. One way to do this is to send additional information about your product or service. Sharing a case study may help clarify points of your call as well. Consider helpful resources based on your phone call, and send them over.

Let the recipient know that you are available to address any questions, concerns, or additional needs they may have. This demonstrates your commitment to their success and fosters an open line of communication. Encourage them to reach out whenever they require further clarification or assistance. Provide the best ways to contact you, including your phone number.

Politeness and Professionalism

Maintain a courteous tone throughout the email, using polite language and professional etiquette. Be mindful of your choice of words and avoid any confrontational or disrespectful language. A well-written and professional email helps to establish a positive impression. It also exudes credibility and can give the recipient confidence to move forward in the business relationship.

Proofread your email for any grammar or spelling errors before hitting the send button. Typos or other mistakes undermine the credibility of your message and the professionalism of your offer. Review your email carefully, ensuring that it is error-free and reflects your attention to detail.

Keep the Email Concise

Effective follow-up emails should be to the point. There’s no hard, fast rule about the number of words or set word count, but keep it concise. Avoid excessive details or lengthy explanations that can overwhelm the recipient. Instead, focus on conveying the essential information and ensuring clarity. Use short paragraphs, bullet points, or numbered lists to make it easy to read.

Call to Action

Include a call to action in your email. It doesn’t have to be as aggressive as one you may use on social media, but you should clearly tell them what you want them to do next. While you may want to create a sense of urgency, don’t be too overbearing in your initial follow-up.

Add a clear, concise call to action to encourage the next step, whether that’s setting up another time to speak or clicking on a link to your product. Include a CTA button to make things even easier!

Follow Up Again if Necessary

If you haven't received a response within a reasonable timeframe, send polite follow-up email as a gentle reminder. Use this opportunity to reiterate your interest or request a status update, and refer to the previous email for any important details.

Check out email templates if you need help crafting a compelling follow-up series for your leads.

Maestra Makes Discovery Call Follow-Up a Breeze

Follow-up emails are a crucial part of the communication process after a discovery call. They help solidify relationships, clarify action items, and maintain momentum. By following the tips provided in this blog post, you can craft effective and impactful follow-up emails that leave a positive impression.

Maestra , with its powerful features, streamlines the entire process of follow-up emails. Automatically generate transcripts and review key points while saving time and energy on manual notes. Maestra simplifies the task of gathering notes from the call and ensures that you have accurate information for crafting your follow-up email.

All you need to do is record your call, upload the audio or video file , and prompt Maestra’s automatic transcription tool. You’ll get a complete transcript in minutes, all without disrupting your call for notetaking.

So, whether you're aiming to close a deal, foster a partnership, or simply maintain a connection, get started with Maestra and these tips. Your recipients will appreciate your attention to detail, and you'll increase your chances of achieving successful outcomes. Happy follow-up emailing!

Rashida Beal
Jun 2, 2023

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