Follow-up email template

The follow-up email after a meeting, done right.

A short follow-up email turns a good conversation into agreed next steps. Copy one of three templates, for your team, a client, or a first call.

Free to copy. No sign-up needed.

Follow-up email templates
1. TEAM FOLLOW-UP
Subject: Next steps from [meeting name]

Hi team,

Thanks for today. Here's what we agreed:
- [Owner]: [Action item] by [date]
- [Owner]: [Action item] by [date]

We'll check in on these at [next meeting]. Shout if I've missed anything.

[Your name]

---

2. CLIENT FOLLOW-UP
Subject: Great to meet today, next steps for [project]

Hi [Name],

Thanks for your time today. It was great to hear more about [their goal].

To recap what we agreed:
- We'll [your action] by [date].
- You'll [their action] by [date].

I've attached [document]. Once we have [their input], we'll [next milestone].

Speak soon,
[Your name]

---

3. AFTER A FIRST CALL
Subject: Following up on our call

Hi [Name],

Thanks for making the time today. From what you shared, the main priorities are:
1. [Priority]
2. [Priority]

As promised, here's [resource or link].

Would [day and time] work for a follow-up to [next step]?

Best,
[Your name]

How to write a follow-up email after a meeting

  1. Thank them, briefly. One line is plenty.
  2. Restate what was agreed. Decisions first, then next steps.
  3. Name owners and dates. Including your own actions. Clients notice when you commit to a date.
  4. Attach what you promised. Slides, a proposal, a link.
  5. Suggest the next touchpoint. A specific day and time beats "let me know".

Subject lines that get opened

  • Next steps from today's meeting name
  • Recap and actions: project, date
  • Great to meet, here's what we agreed
  • Following up on our call about topic

Common mistakes

  • Too long. If it scrolls, it's a report, not a follow-up.
  • No owners. "We'll look into it" means nobody will.
  • Waiting a week. By then, everyone remembers the meeting differently.

Follow-ups that don't depend on memory

A follow-up email is only useful if the work actually happens. In BOO Workspace, the next steps from a meeting become tasks with owners and due dates, so your email and your board always say the same thing. See also the meeting recap template.

Skip the typing

Or let Lilly fill it in.

In BOO Workspace, a notetaker joins your Google Meet, Zoom or Teams call. Afterwards, Lilly AI drafts every action item with a proposed owner and due date. You accept the ones you want and they land on the right board.

See how Lilly works
  • Every action item gets a suggested owner and due date.
  • Nothing lands on a board until you accept it.
  • Recurring meetings carry open items into the next one.
  • Transcription always completes, even if AI credits run low.

Good to know.

How soon should I send a follow-up email after a meeting?

The same day, ideally within a couple of hours. People remember more, and a prompt email signals the meeting mattered.

What should a follow-up email include?

A thank you, the key decisions, each next step with an owner and date, and anything you promised to send. Keep it short enough to read on a phone.

How do I write a follow-up email after a meeting with no reply?

Wait three to five working days, then reply to your original email with one line, for example "Just bumping this up. Does Thursday still work for the next step?" Keep it friendly and specific.

Can follow-ups be drafted for me?

In BOO Workspace, Lilly AI drafts follow-up tasks from each meeting, with a proposed owner and due date, so your follow-up email is a quick copy of what's already on the board.

Let Lilly write the next one.

Start a 30-day Pro trial and your next meeting's action items are drafted for you. No card required.