Follow up after a demo or sales call

{{companyName}} - next steps

Hi {{firstName | there}},

Thanks for the time today. My notes, so we're on the same page:

- Where you are: [their situation, in their words]
- What you want: [the outcome they described]
- What we'd do: [the plan, in one or two lines]

Next step: [the agreed next step and date]. If anyone else should see this, feel free to forward it.

{{sendingAccountFirstName}}

Hi {{firstName | there}}, checking in on [the next step]. Anything you need from me before then?

Hi {{firstName | there}}, if it helps the decision, here's [a case study, a short video or answers to the questions raised].

Hi {{firstName | there}}, I'll pause here. When the timing's right, reply and we'll pick up where we left off.