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6 Tips For Writing Post-Meeting Sales Emails That Convert Into Customer Action

Salespeople are typically tasked with sending follow up emails after a meeting. While this task may seem to be a simple one, it often takes up a lot of time and effort, and is not always a high priority, resulting in poorly written follow ups that do not present the company or product in the best light. To improve your follow up emails, check out these 6 tips.

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By Elliot
August 1st, 2021

1. Make it personal

Today's educated customer expects a more personalized sales process, and relevant+customized follow-ups are a key part of that. The first tip for writing post-meeting sales emails that convert into customer action is to make sure you clearly communicate that you have listened to what they said, and you understand their problems or issues. This will go a long way to establishing trust with the customer, and increase the chances that they will respond to your emails and engage with you.

2. Be relevant and responsive

Good follow-up emails should refer back to the conversation, addressing questions, concerns, or key issues the customer raised that were not able to be resolved during the meeting. This is known as "dotting your I's and crossing your T's." Good salespeople ensure there are no loose ends after a customer interaction that could derail the overall sales process.

3. Keep it short and sweet

Keep the language simple and concise. In fact, the shorter the better. The customer wants a succinct summary of the key points from the meeting, not a long-drawn-out email that they have to parse through. Keep it short, and keep it relevant to their needs.

4. Use an AI meeting capture, transcription, and summarization solution

Technology has advanced to the point where capturing meetings and then providing customers with relevant+customized follow-up emails is possible. An AI platform can be used to listen to the meeting, and then provide a summary of the key points for you. The meeting summary is sent back to you within minutes of the meeting finishing. Using a platform such as Hyperia will make the sales process more efficient, and enable you to focus on the actual customer interaction, not on the mechanics of writing emails.

5. Be genuine

Canned follow-up emails based on templates that simply fill in a customer's name are not enough. Today's customer is sophisticated and educated. They know when they are being sold to, and they expect that their representative is actually interested in what they have to say. Express how you genuinely want to help the customer, and how this follow-up is focused on truly helping them.

6. Ask for something

Good follow-ups have a clear call to action that moves the sales process forward. Do you want another meeting? Sign up for a trial? Whatever it is, make your case - and ask. A customer may have a solid desire to move forward but lack clarity on what next step to take. Help them progress towards the close with clear CTAs in your emails.


In today's business environment, there is a lot of competition for the customer's time and attention. Don't make the mistake of assuming that they will always engage with you after a meeting. In fact, many customers will simply ignore your follow-up emails. So ensure you take the time to write relevant and customized follow-ups that capture what the customer is looking for or wants to hear from you. Leverage AI technologies like Hyperia to take some of the burdens off your plate, freeing you up to focus on the customer interaction, and to truly help them. Your customers will appreciate this, and you will notice a positive impact on sales opportunities as a result.

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