Made for Financial Advisors
Write the Post-Meeting Follow-Up
Also useful for: people in Finance
20 min
Intermediate
Communication
Communicate Better
Turn meeting notes into a clear, prediction-free client email with an accurate decision record and specific next steps.
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Use this when
You've finished a plan review, risk conversation, or decision meeting and need to send a clear client follow-up while the details are still fresh.
You'll need
- Meeting details
- Client concerns
- Plan items reviewed
- Decision status
- Decision record
- Next steps
- Next check-in
- Communication preferences
- Compliance constraints
You'll get
- The client's concern reflected without exaggeration or dismissal
- Reviewed plan facts separated from assumptions
- Decision status stated without overstating authorization
- Predictions, promises, and unsupported claims removed
- Every action assigned an owner and date
- Next check-in stated clearly
By the end of this playbook
You will have:
- The client's concern reflected without exaggeration or dismissal
- Reviewed plan facts separated from assumptions
- Decision status stated without overstating authorization
- Predictions, promises, and unsupported claims removed
- Every action assigned an owner and date
- Next check-in stated clearly
Sample
This is sample data, not your prompt. Pro unlocks this higher-stakes Playbook. On Free Playbooks you can still copy the assembled prompt into any AI.
Sample input
Meeting details: I met with Jordan and Casey Lee on September 18, 2026, for a retirement plan review after a period of market volatility. Client concerns: They worried that another market decline could force them to delay retirement by several years. Plan items reviewed: Retirement at age 64, planned spending, cash reserve, current allocation, and the existing downside scenario. Decision status: Decision made Decision record: They decided to keep the current allocation unchanged and authorized no trades. They requested an added scenario using retirement at age 65. Next steps: I will send the revised scenario by September 25. Jordan and Casey will confirm travel spending by September 29. Next check-in: October 2, 2026, at 2:00 p.m. Communication preferences: Warm, concise, and factual. Compliance constraints: No forecasts, guarantees, or unsupported performance claims.
Sample assembled prompt
Clarifications needed: None Subject option 1:... I heard your concern that another... We reviewed your planned retirement at... Based on the assumptions reviewed, the... You decided to keep the current... You also asked me to prepare... Next steps: - I will send... - You will confirm the travel... - We will review the updated... Please let me know if this... Best, Morgan Pre-send check: - Client...