Meeting follow-up
Record what someone needs to act
A useful recap says what happened, what was agreed and what needs attention next. Include the customer’s actual questions and concerns rather than reducing the meeting to an activity label.
What to retain
Facts, decisions and open work
The conversation
Identify the meeting and company. Distinguish what the customer said from your interpretation.
Agreements and questions
Record the agreed scope, unresolved concern, relevant competitor mention or buying signal with its context.
The next action
Name who does what next and the agreed timing. Separate a proposal from a confirmed commitment.
Transcript or recording
Use only permitted material
A recording or transcript can support a recap when the participants’ permission and processing arrangements allow it. Contact Markster to agree what material is needed and how it will be handled.
Before customer follow-up
Review the recap and destination
Check names, quotations, commitments and the intended recipient. Saving a recap does not send a customer message, update an opportunity or arrange a meeting.
Contact Markster
Discuss a meeting recap
Describe the meeting and the follow-up you need. Agree the handling of any recording or transcript before sharing it.
Email hello@markster.ai.