Post-call recap
When to use: Use this within an hour of a good call.
Message
Hi prospect name, great talking today. This is rep name from company name. To recap, the next step is what we agreed on, and I will handle my part by the date we set. Anything I missed?
When to send
Within an hour of the call, while it is fresh. A quick recap locks in the momentum you just built.
Tip
Always restate the specific next step and who owns it. A written recap keeps a warm call from quietly stalling.