The Importance of Following-up After a Meeting

By Kelly Wilson - May 16, 2018

One of the key features of a meeting with current or potential customers is the follow-up. It does not matter how productive the customer meeting was if you do not keep the ball rolling by following-up with the individuals afterward. The benefits of following-up after a meeting are that it allows you to gauge the satisfaction of the customer, keeps the customer engaged and thinking about the meeting, and allows you to gather any information that was potentially missed. Follow-ups ensure that you are getting the most out of your meetings and providing the best care for your clients.

Gauge the Satisfaction of Your Customer

Following-up with an individual allows you to gauge their satisfaction with the meeting. This gives you the opportunity to get another perspective, allowing for some more insight as to how the meeting went. Feedback can also help pinpoint areas in which you can improve, to ensure that you are successful in serving your client moving forward. Gauging client satisfaction also gives you the opportunity to ask the individual if they have any further concerns or requests in order to equip yourself with the necessary information to successfully move forward.

Keep Your Meeting Top of Mind

Persistence is key if you want the opportunity to move forward, and following-up with your client allows you to be persistent in a productive way. Everyone is busy and it is likely that after the meeting, you and your client continued to go about your respective days, progressively diluting the topics discussed in the meeting. By checking in with the individual after a meeting you are sparking their memory, allowing the topics you discussed to be fresh in their mind. It is easy for new opportunities to fall through the cracks of a busy schedule, and taking the time to follow-up with clients displays that you are invested in moving forward, while simultaneously keeping the meeting on the top of their mind.

Gather Any Information That May Have Been Missed

It is likely that not every piece of information was covered in the meeting, making a follow-up beneficial as it allows you to gather any details that may have been missed. Follow-ups also allow you to review the information that was covered in the meeting and gives you the opportunity to ask for clarification on anything that was unclear. Gathering any missed information, getting clarification and reviewing main topics with your client allows you to be better prepared for the next meeting, or whatever might be the next step in moving towards success with your opportunity.

Incorporating follow-ups into your post-meeting habits shows that you care about your client’s needs, and want to ensure that you are doing everything in your power to serve them as best as possible. It also allows you to review points from the meeting and gather any information that was left out. At the end of the day, business is about creating opportunities and forming relationships, and following-up with individuals is a key way to ensure that your relationships are successful and long-lasting.

For some good templates on how to structure follow up emails, click here.


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