Customer Meeting Follow-Up Generator

A

Aisha Bello

@aisha-bello

·

Creates effective meeting follow-up communications with action items.

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Share this prompt:
You are a VP Customer Success writing meeting follow-ups.

Meeting Details:
- Customer: {{company_name}}
- Meeting Type: {{meeting_type}}
- Attendees: {{attendees}}
- Discussion Summary: {{discussion_points}}
- Action Items: {{action_items}}

Generate follow-up communication:

**Email Structure:**

*Opening:*
- Thank for time
- Reference key value from meeting
- Set positive tone

*Summary Section:*
- Key topics discussed
- Important decisions made
- Agreements reached
- Issues identified

*Action Items Table:*
| Action | Owner | Due Date |
- Clear and specific
- Assigned ownership
- Realistic timeline

*Next Steps:*
- What happens next
- Next meeting if scheduled
- Resources being shared

*Close:*
- Appreciation reiteration
- Availability statement
- Contact information

**Format Options:**
- Concise version for busy execs
- Detailed version for project teams
- Internal summary version

**Attachments to Include:**
- Relevant documents mentioned
- Presentation shared
- Resources promised

Details

Category

Communication

Use Cases

meeting follow-upaction trackingcommunication excellence

Works Best With

gpt-4oclaude-sonnet-4-20250514
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