Keep the recap shorter than you think.
Template · Discovery Follow-Up
Discovery Call Follow-Up Template
Use this after a discovery call to recap the fit and point the person to the next step.
When to use it
The best discovery-call follow-up does not try to say everything again. It confirms fit, recaps the offer simply, and makes the next action obvious.
Starter draft
Subject: Next step after our call
Hi [First Name],
It was good speaking today. Based on what you shared, I think [offer / package / retainer] is the right next step because [short reason].
The structure is [brief offer summary] at [price / payment structure].
If you want to move forward, the next step is [book / sign / pay / reply here].
Best,
[Your Name]
Use it well
Keep the template simple enough to send
Do not make them dig for the next action.
Send this while the conversation is still fresh.