Best Practices for Follow-Up Emails

Published August 17, 2022

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Follow-up emails are important in maintaining client relationships, but it’s easy to go overboard. This is an area where less is more, so keep the email short and to the point.  Use this tips to help craft your follow-up:

• Start by thanking the client for their business - showing your appreciation will improve their impression of you.
• Next, include a summary of what was discussed, including the action items, due dates, and who is responsible for each task.
• Finish with a call to action. This can take many shapes, and can be a small thing. You might ask the client to contact you if they have questions, or to let you know if they need further assistance. Keep the conversation going by giving the client a reason to keep in contact.

To help you follow these steps, we’ve included a template below. Feel free to copy, use, and adapt it as suits your needs; hopefully, it’ll be as useful for you as it is for us.

Dear [insert name]

Thank you for giving us your time over the past [insert time]. We’re grateful for the opportunity to work with you and we hope that you found it useful.

For ease of reference, I’ve collated all our agreed deadlines in this email. Please see below for a summary of the action items and due dates:

[insert summary]

Please let us know if you have any questions.

Kind regards,

[Name]

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