discovery_call_follow_up_email
Writes a professional follow-up email after a discovery call, summarizing key discussion points and confirming next steps to move the proposal forward.
Instructions
Write the short follow-up email sent within 24 hours of a discovery call with a new prospect. Fills the critical workflow gap: meeting_request_email → [call happens] → discovery_call_follow_up_email → draft_proposal. Distinct from project_kickoff_email (sent after signing, not after an intro call) and meeting_request_email (schedules the call — this follows it). Structure: warm one-line open, brief summary of the 2–3 key things discussed (confirms you were listening and reduces 'what did we actually agree?' friction), confirmed next step with a date if available, and a low-pressure 'let me know if I've missed anything' close. Under 150 words. The email most freelancers skip — which is why sending it immediately differentiates you. Does not count against your monthly draft limit.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| client_name | Yes | Client's first name or full name | |
| project_name | No | Name or type of project discussed (e.g. 'the rebrand', 'your new website') | |
| what_discussed | Yes | 2–3 key points covered in the call, comma-separated (e.g. 'timeline of 6 weeks, design-only scope, launching before Q4'). Auto-formatted as a short summary. | |
| confirmed_next_step | No | The agreed next action (e.g. 'I'll have a proposal to you by Thursday', 'you'll send over the existing brand assets', 'we'll reconnect after your board meeting'). If omitted, the email closes with a general next-step offer. | |
| your_name | No | Your name for the sign-off |