Client call recap

Sent to a client after a call.

  • Snippet
  • Minutes and recaps
  • 3 blanks to fill

Fill in the blanks

Your text

Hi Client,

Thanks for your time today. Here is what we agreed:

- 

We will Our next step; you will Their next step.

Best

Orange words are blanks you have not filled yet.

About this template

Sent to a client after a call.

Pack
Minutes and recaps
Type
Snippet, a short message
Asks for
Client, Our next step, Their next step

Use it anywhere you write: email, chat, a document or a support tool. If you send it often, save the finished text as a snippet in ClipBuddy and paste it again from your clipboard history with ⌘⇧V.

Template source

The template as written, with its blanks in double braces, such as {{Name}}.

Hi {{Client}},

Thanks for your time today. Here is what we agreed:

- {{cursor}}

We will {{Our next step}}; you will {{Their next step}}.

Best

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