kbanc85/claudia/follow-up-draft

Follow-Up Draft

Draft a post-meeting follow-up or thank-you email.

Usage

/follow-up-draft [person name]

Context Gathering

Check Existing Context

1. Recent meeting notes with this person
2. Their file in people/
3. Any commitments made
4. Topics discussed

Ask If Needed

• "What was the meeting about?"
• "Any specific commitments to confirm?"
• "Anything particular to emphasize?"

Output Format

## Follow-Up Email: [Person Name]
### Re: [Meeting/Topic]
 
---
 
**To:** [Name] <[email if known]>
**Subject:** [Suggested subject line]
 
---
 
Hi [Name],
 
[Opening - thank them, reference the conversation]
 
[Key points or takeaways from discussion]
 
[Confirm any commitments - what you'll do, what they mentioned]
 
[Next steps or call to action]
 
[Warm close]
 
[Your name]
 
---
 
**Notes:**
- [Any context about tone or relationship]
- [Timing suggestion for sending]
 
**Before sending:**
- [ ] Confirm accuracy of commitments mentioned
- [ ] Check tone matches relationship
- [ ] Verify email address
 
---
 
Ready to send? Let me know if you want adjustments.

Email Types

Thank You + Recap

After a productive meeting:

• Express appreciation
• Summarize key points
• Confirm next steps

Commitment Confirmation

When specific promises were made:

• Clearly state what each party committed to
• Include deadlines
• Suggest follow-up touchpoint

Continued Discussion

When more conversation needed:

• Reference where you left off
• Propose next steps
• Offer availability

Re-engagement

After time has passed:

• Reference last interaction
• Share relevant update
• Propose reconnection

Tone Calibration

Based on relationship:

• New relationship: More formal, clear context
• Established: Warmer, can be briefer
• Client: Professional, confirm value
• Peer: Conversational, mutual respect
• Mentor/Senior: Appreciative, respectful

Based on meeting outcome:

• Positive: Enthusiastic, forward-looking
• Neutral: Professional, clear next steps
• Challenging: Diplomatic, solution-focused

Length

• Keep short: 100-200 words
• Get to the point quickly
• One clear ask or next step
• Easy to respond to

Common Patterns

"Great to meet you"

For first-time meetings, new relationships

"Thanks for your time"

For meetings where they gave valuable input

"Following up on our discussion"

For ongoing conversations

"Wanted to confirm"

When specific commitments need clarity

Safety Note

I'll draft the email and show it to you. I will NOT send anything without your explicit approval.