Start by sending this over to your customer/prospect in an email as a follow-up. The email could look something like this. Steal this email template and personalize it using Magical.
Hey [first name],
Great chat today. I know we can make magic together.Â
Here’s a quick page with all the action items and resources we chatted about on the call.Â
I look forward to reconnecting on {date} on the progress we've made.
Best,
[Your name]
💡 Use the Magical template called, “-FollowUpTLDR” as the intro to your page. Click here to get the template.
Great to connect today [first name]. I know [product] is going to be incredibly impactful at solving [pain point]. I’ve pulled together a quick summary of our call and action items for you to refer back to and share with the team before our next touchpoint on [date].
Action Items
What did we commit to doing as the next steps
1. Stakeholders to bring into the conversation
2. Timeline for compliance and security reviews
3. Dates around pilot/trial length and review
Column 1 | Column 2 | |
|---|---|---|
Row 1 | ||
Row 2 | ||
Row 3 | ||
Row 4 |
Topics Covered
What were the key takeaways?
1. Value prop 1Â - that resonated with the team
2. Value prop 2 - differences from competitors
3. Confirm when they plan to make a decisionÂ
Learn more
Where can you see deep dives in areas of interest?
Quick tip
Create a magical template with links to resources for specific topics. Here's an example from our assets, of resources on AI.
Learn more about X
Learn more about how we help Y
Learn more about our Z
Learn more by installing it for free
Quick links
This is a great place to include links that you have saved as templates in Magical.
