Klient Tips · 8 min read

The power of an email recap

Meetings, meetings, meetings… our days are stacked with them. Indeed, today’s businesses have lots of moving parts, so it’s crucial to get everyone together and on the same page. To get the most out of client meetings, an email recap can be a powerful tool!

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Klient Tips #3

FOR PROJECT MANAGERS

Meetings, meetings, meetings… our days are stacked with them.

Indeed, today’s businesses have lots of moving parts, so it’s crucial to get everyone together and on the same page.

To get the most out of client meetings, an email recap can be a powerful tool!

A good one should include:

  • What was understood
  • Decisions that were made during the meeting
  • Next steps
  • The date of the next meeting

Show your client that you’ve understood its needs and objectives!

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Yanick Abraham
CEO of Klient. 20+ years in the Salesforce ecosystem, leading product vision at Klient PSA. He measures success by one thing: customer happiness — which is why the product never stops improving.
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