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Can you write a good “next steps” email? (And how much is that worth?)

8/1/2024

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Young woman in a one-on-one business meeting.Great photo by Alexander Suhorucov.
​We recently had a client dump a whole bunch of input on us, as part of a larger marketing project we were helping them with. This data dump, incidentally, was incomplete. They gave us links to videos, and slide decks, and web pages, and Word docs… yet when we cross-checked the lists of stuff we were supposed to receive vs. the stuff we actually received, we found gaps. Plus there was stuff—input—that we flat-out didn’t understand. Was it even relevant? Were we missing something? 
 
Clearly, a big team meeting was needed. But our preliminary order of business was simply wrangling all of the input—and making sure that the checklists indeed teed up with requirements of the final deliverable. 
 
This was not easy. 
 
So. Where are we going with this? And how does this help answer the perennial question of “How will this help me make more money?”
 
Seeing the bigger picture
 
Sure, we’d needed to book, organize, and run, a meeting. And the clock was ticking. This, incidentally, gets to the answer to the italicized question we’d posed above. 
 
Time is money. And when you multiply the number of people in the room by what they’re worth, on an hourly basis, the stakes go up real high, real fast. 
 
So this is about more than just booking a meeting. There are bigger takeaways than that. 
 
This is about bringing different people together in service of a larger—and more profitable—goal. And it’s, frankly, about sweating a ton of details in advance. 
 
Chop, chop
 
Know what we ended up creating from all this mess? A “next steps” email to the team we were working with. 
 
Think about that. How many times have you had to compose a “next steps” email? It’s hard.
 
We had to lay out: 

  • What we’d received from the client. 
 
  • What we still needed from the client. 
 
  • What we’d received but didn’t understand or couldn’t make sense of. 
 
  • The constraints for the project established by our client’s client—and how all of the above aligned (or didn’t) therewith. 
 
  • The goals of the proposed working session. 
 
  • A brief overview of that working session’s agenda. 
 
We still have the email we’d sent to our client. It’s just 397 words long. And yet it took us an hour to write. 
 
Yup. 
 
We can’t share it here—it’s confidential—but we’ll bet you could read the thing in under two minutes. 
 
And that was the intention. And that was why it was so hard to compose.
 
Important point: Every recipient and cc on this email is very busy. We had to make our case, be ultra clear, and close with a specific call-to-action (“Shall we send you slots for a meeting?”). 
 
This email took us an hour to write because the initial draft was about double the length of the final one. We sweated the details. We moved paragraphs. We moved sentences within paragraphs. And we cut, cut, cut, as much as we could. 
 
Speed reading
 
Honestly: Do you think that any of our client-recipients of this email would have guessed that it took us an hour to write this two-minute read? Of course not. They never gave it a thought. 
 
We didn’t want them to give it a thought. But we needed to get stuff done, quickly, succinctly, and efficiently, and this much-sweated-over email was the best way to do it. 
 
And think of this: What kinds of replies did this email elicit? Were they equally-well-thought-out, carefully-considered-and-organized responses? 
 
Of course not! They were more like “Good idea; how’s Wednesday?”
 
Were we upset by this? Did we feel slighted or unappreciated? Nope. We beamed. Mission accomplished.
 
Because when you fast-forward this story, 1) all of the missing input magically appeared, prior to the meeting, 2) all of the related gaps were filled, and 3) the meeting itself went swimmingly—a full-court press in which seemingly impossible goals were surmounted in a shockingly short timeframe. 
 
And, frankly, none of it would have happened without the “next steps” email.
 
Now do you see the broader lesson here? 
 
People routinely dash off emails with nary a thought. But sometimes, when the situation calls for it, you’ve got to hunker down and really figure out the tactics of where you’re headed, and do the hard work of putting that into something that can be read at 10x the speed it took to write.
 
Need help getting all of these “tactical marketing ducks” in a row, whether via email or not? Contact us. We’d be delighted to help. 

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