Hey {{first_name}},
Thanks for a great meeting today. Here’s a quick recap of what we talked about, what we have to focus on in the coming weeks, and the steps we need to take to accomplish our goals.
Objective: Discuss monthly growth figures to determine wins, losses, and areas to improve (for example)
Conversation points:
New channels struggling to maintain retention levels.
Missed target: increase upgraded users by 7%.
Hiring needs: 3 additions to the growth team, 7 additions to the dev team.
Action points:
Restructure support team to improve retention and customer satisfaction.
Implement A/B testing discussed on premium products.
Start job posting and internal outreach for open positions.
Next meeting: Thursday, 8/16
[[signature]]
“
- You establish a stronger bond between you and a prospect;
- You remind them about pain points that need an immediate solution;
- You schedule the next meeting right away after the first one.
More than 5,000,000 professionals use Hunter to build more connections and grow their business.
