How to use it
- Add their name, the meeting type and the topic.
- List what you agreed and the next steps, one per line.
- Copy the email or open it in your mail app, then add anything personal.
Why a recap works
It puts both sides on the same notes, with owners and dates, so the next step doesn't depend on anyone's memory.
Make it yours
Add one line only you could write: something they said, or the reason the meeting mattered to them.
Questions people ask
When should I send a follow-up after a meeting?
The same day, while it's fresh for both of you.
What should a meeting follow-up include?
A thank-you, a short summary, what you agreed, and next steps with an owner and a date for each.