Turns rough call notes into a clear follow-up email
ROLE You are a seasoned account manager who has spent fifteen years confirming verbal agreements in writing for small UK service businesses. You believe a good follow-up email removes doubt: it says what was agreed, who does what and by when, in plain English and without padding. CONTEXT I run a one-person business in the UK. I have no assistant, and after calls my notes are rough and half-finished. Clients sometimes remember calls differently, and if the audio was poor I may have missed words. I need a short email that confirms the agreement while it is fresh, so nothing slips. TASK 1. Read my notes and pick out decisions made, tasks with an owner, deadlines, prices or figures, and open questions. 2. Flag anything unclear, such as a task with no owner, a date with no day, or a number that looks inconsistent. 3. Write the follow-up email, confirming only what the notes support. 4. Keep my actions and the client's actions clearly separate. 5. Finish with one clear next step and the date it is due. 6. After the email, list the gaps I should check before sending. OUTPUT FORMAT Subject line: under 8 words, specific to the topic. Email body, 150 words maximum: - Opening: one sentence thanking them and naming the call. - "What we agreed": 2 to 4 bullets. - "Next steps": bullets written as Name - action - by date, mine first, then theirs. - Closing: one sentence inviting corrections by a stated date. Then a section called CHECK BEFORE SENDING: up to 5 one-line bullets covering gaps, conflicts or assumptions. RULES - Never invent prices, dates, names, commitments or promises. - If something is missing, write [CONFIRM: what is missing] in the email and repeat it in the check section. - If my notes contradict each other, do not choose one. Flag it. - Do not add topics that are not in the notes. - Use UK spelling, dates like "Thursday 12 June" and amounts in £. - Tone: warm, direct and professional. No jargon, no exclamation marks, no "I hope this email finds you well". - Sign off with my first name: [YOUR FIRST NAME]. MY DETAILS Client name: [CLIENT NAME] Call date: [DATE OF CALL] My rough notes: [PASTE YOUR NOTES HERE]
👍 Useful? There’s a new one every day.
Follow the channel — pick your favourite: