5 sales meeting follow-up tips (+ email templates)

Your sales meeting went well — awesome!

But don’t celebrate just yet. There’s usually a crucial next step. 

To move the prospect to the next stage of the sales process, you’ll need to send a meeting follow up.  

Whether it’s from a discovery call to a demo or a proposal meeting to the final close, the follow up acts as a reliable (if unglamorous) bridge between the steps of the sale. 

In this article, you’ll learn five tips for creating sales meeting follow-ups that work like warpspeed tunnels, flinging your leads from one stage to the next. 

You’ll also receive some helpful email tools and follow-up templates to use as the foundation of an efficient and effective meeting follow-up system.

Why sales meeting follow up is essential

In almost every successful sale there is at least one follow-up email. 

Otherwise, the forward momentum would stall. The lead would get distracted with work, and the deal would fall apart. 

A lot of newer salespeople feel guilty about following up too much. They worry they’re being a burden — throwing pebbles at the window of an unrequited love. 

But, unlike a middle school crush, the prospect appreciates your consistent follow-up. 

They don’t want to manage this deal. They want you to manage it. If you’re on top of things, they’ll feel less stressed. They won’t be wondering “what was I supposed to do next to buy this awesome product?” 

They’ll just be able to enjoy the ride, with you leading the way and reminding them of the actions they need to take. 

You know that splendid feeling of visiting a friend for the weekend and just going with their flow? That’s the feeling you want to evoke in your prospects. 

In short, a leader follows up. And in B2B sales transactions, you’re the leader. 

5 tips for nailing sales meeting follow ups 

From following up quickly to using an AI meeting assistant, here are some tips for crushing your sales meeting follow up emails. 

1. Follow-up within 24 hours 

Playing hard to get might work in the dating world (does it though?), but not in B2B sales. 

You want to strike while the iron is hot. 

Following up within 24 hours of the meeting tells the client a few things: 

• You’re eager to work with them. 
• You’re a professional who has their sh... stuff together.
• You are taking this engagement seriously. 

Plus, a fast turnaround for your meeting follow up ensures that the details of the meeting are still fresh in the mind of the prospect. 

So, if the meeting went well, they should be excited to act on the next steps included in the follow-up email. 

Wait a few days? That post-meeting enthusiasm might’ve worn off. 

2. Write strong meeting follow-up email templates 

To speed up your follow-ups, consider creating several meeting follow up email templates for your most common types of sales meetings. 

For example, you might create templates for demo follow-up, discovery meeting follow up, and general sales call follow up. 

Each template will be geared to prospects in that stage of the sales process. For example, while the demo follow-up might ask for a close, the discovery call template will end with an invitation to a live demo. 

Despite their differences, each template should contain these four key elements: 

1. Thank you: Thank the prospect for attending the meeting. This small act of gratitude shows you value their time. 
2. Summary of key points: In 1-2 sentences, reiterate the main topics discussed in the meeting. Often, this will be the lead’s pain points, your solution, and 1-2 major benefits. 
3. Address questions/concerns: During the meeting, the prospect may have asked questions or made objections that you didn’t know how to handle at the time. Now is your chance to find the answers and provide clarity. 
4. Next steps: State the next action step for moving the sale forward, whether that’s a live demo with a product expert or an attached contract they need to sign. 

When using these templates, remember to personalize them to each recipient. 

3. Use an AI meeting assistant 

It’s not uncommon for account executives to have upwards of 10 sales meetings per day. 

That’s a lot of information to track. 

Even if they’re taking notes during each meeting, it’s unlikely they capture all the critical details they’ll need to write a highly personalized meeting follow up email. 

To lighten the administrative and cognitive load, consider using an AI meeting assistant. 

These AI-powered bots attend your virtual meetings and take notes for you, capturing the key points and decisions. Some will even auto-generate summaries and next steps after the meeting, which you can use as context when writing your follow-up. 

Mixmax’s AI meeting assistant doubles as an AI follow-up sales tool:

It not only takes notes and sends summaries, but it also turns those notes into engaging follow-up emails you can send to your prospects with a click of a button. 

This way you can get those follow-ups out ASAP (literally within 2 minutes after the call) without digging through your notes or memory to try to find something relevant to say.

And during your calls, you can lock into the conversation instead of multi-tasking and jotting notes like a scribe. 

4. Create automated follow-up email sequences 

The old adage that sales is a game of persistence is accurate.

Often, you’ll have to follow up on your follow up. 

Not because the prospect hates you and thought you were a total bore on the meeting. Usually, they’re just busy and forget to respond. 

To streamline this process and easily track where you are in each follow-up process, create a meeting follow up email sequence in your sales engagement platform. 

An email sequence is a series of pre-written email templates that auto-personalize to the recipient. You can either pre-schedule or manually send them.

Either way, the workload on your end is dramatically reduced. Plus, gone are the days of forgetting to follow up with a prospect.  

5. Measure the performance of your meeting follow-up templates

So you have a few meeting follow up templates. 

⬇️

Are you sure they’re the best ones you can create?

To answer that question, measure their performance by tracking open rates, reply rates, and click-through/download rates. 

Then, regularly try out variations of the template and compare the results. 

For example, you might change the subject line or call-to-action in the template and see if it performs better in any of those aforementioned metrics. 

To automate this process, use a sales engagement platform like Mixmax to store your follow up email templates and automatically track email metrics. 

If you continue with this repetitive process of iteration and feedback over time you’ll discover an optimized follow up template that’s converting at an extremely high rate.

Try Mixmax’s email tracking and templates free ⬇️

2 sales meeting follow-up email templates that work

Here are some example meeting follow up emails you can use as is or tweak to fit your specific needs. 

Example 1: Discovery call meeting follow up email template 

Subject Line: Next steps for {prospect’s main objective}

Hey {prospect’s name}, 

Thanks for taking the time to meet with me yesterday to discuss {your company name}'s {product/service}! It was great learning about your goals around {specific pain point or objective discussed}.

Based on our conversation, I understand  your main priorities are:

1. {Key priority/challenge discussed}
2. {Secondary priority/challenge}

I know we can help you achieve these objectives through:

• {Specific solution/feature} that addresses {specific pain point}
• {Another relevant solution/feature} to help with {another pain point}

As for next steps, it’d be best to schedule a live demo focused on {specific areas of interest}. We can include {relevant stakeholder mentioned} in our next discussion. 

Would you be available {day/time} or {day/time} for this demo? 

I've also attached {relevant case study/whitepaper} that shows how we helped a similar company achieve {specific result}.

Please let me know if you have any questions in the meantime. I look forward to continuing our conversation! 

Cheers, 

{your name}

Example 2: Proposal presentation meeting follow up email template

Hi {prospect’s name}, 

Thank you for your time during yesterday's proposal presentation. We’re so excited to work with you to achieve {key business objective 1} and {key business objective 2} that we discussed. 

To summarize the key benefits of our proposed solution:

• {Benefit 1} - enabling you to {specific measurable outcome}
• {Benefit 2} - providing {specific measurable outcome}

Based on our discussion, I've included the final proposal document with the pricing we discussed (attached), as well as a summary of our implementation timeline. 

You mentioned wanting to go live by {target date they mentioned}. To do so, we’d need to have the attached agreement signed by {date} to ensure a smooth implementation process.

If you're ready to proceed, you can:

• E-sign the proposal directly through {link/platform}
• Or, I can help coordinate signatures with your procurement team

If you have any remaining questions, I'm happy to schedule a brief call to discuss any final points or walk through the signing process. If not, I look forward to working together! 

Best regards, 

{your name}

Secret example 3: Let AI do the work for you

Want an easier way to prep meeting follow up emails?

Let AI do the work for you.

Then, all you need to do is review, tweak (if necessary), and hit “Send.”

This is what that looks like with Mixmax’s AI Meeting Assistant:

Frequently asked questions about sales meeting follow ups

How can I make my follow-up emails stand out in a crowded inbox?
To boost open rates, use a compelling subject line that directly references the prospect’s goals or pain points. Personalization is key—mention a specific discussion point or a mutual connection. Keep the email concise, highlight immediate next steps, and experiment with different CTA placements.

What should I do if the prospect doesn’t respond to my follow-up?
If there’s no response after the first follow-up, send a second email 3-5 days later with a fresh angle—perhaps a relevant case study or an insightful question. If there’s still silence, try a different channel like LinkedIn or a quick phone call to re-engage them.

How can I make sure my follow-ups are relevant to each prospect without spending too much time?
Use AI-powered meeting assistants to capture key discussion points and auto-generate personalized follow-ups. Sales engagement tools like Mixmax can automate follow-up sequences while ensuring each email includes tailored insights based on your conversation history.