Client call recap email template
Send the decisions, owners and dates from a client call while everyone still remembers them, in an email they can answer in one line.
When to use it
- Right after a client or project call
- When a call changed scope, price or a deadline
- When nobody else took notes
The template
Subject: Recap and next steps: [call or project name], [date] Hi [first name], Thanks for the call. Here is a short recap so we agree on the next steps. What we decided - [decision] - [decision] Next steps - [who]: [what] by [day or date] - [who]: [what] by [day or date] Still open - [question], [who will answer it] by [when] Next call: [day, time] Let me know if I missed anything. Best, [your name]
Filled in
The same template for a fictional team.
Subject: Recap and next steps: Brightwell menu page, Oct 20 Hi Sam, Thanks for the call. Here is a short recap so we agree on the next steps. What we decided - The new menu page goes live before the logo refresh. - We keep the current fonts. Next steps - Sam: send the new menu prices by Wednesday. - I'll send 2 homepage layouts by Friday. Still open - Extra pages in the budget, Sam will confirm by next Tuesday. Next call: Tuesday, 10am Let me know if I missed anything. Best, Ana
Tips
- Send it the same day. A recap sent a week later reads as a new request.
- Put a person and a date on every next step, including your own.
- Keep open questions separate from decisions, so nobody treats a maybe as agreed.
Have rough notes already? Write this from your call notes, free. It runs in your browser with simple rules; nothing is uploaded.
More templates
Jaymini's AI Teammates write these from your meetings and tools, and wait for your OK before anything is sent. The app is built but not open yet.