Following up by email is a simple but powerful way to build stronger connections. Whether you’ve just met at an event, wrapped up a project, or want to reconnect, the right message can open the door to new opportunities.
This article includes ready-to-use templates to save you time and keep your emails clear, professional, and effective. Customize them as needed to fit your style and your recipient.
📞 Call Script – Post-Event Follow-Up
Opening
“Hi [Name], this is [Your Name] with [Credit Union/Company Name]. It was great connecting with you at [Event Name] the other day.”
Build on Conversation
“I really enjoyed our conversation about [specific topic discussed—e.g., local housing trends, first-time buyers, or growth opportunities]. It reminded me how important strong partnerships are in helping clients succeed.”
Invite Next Step
“I’d love to continue the conversation and explore ways we might work together. Would you be open to a quick 15-minute call or coffee next week?”
Close
“Either way, I really appreciated meeting you, and I look forward to finding ways we can help each other down the road.”
📧 Email Script – Post-Event Follow-Up
Subject Line Ideas:
“Great Connecting at [Event Name]”
“Let’s Continue the Conversation”
“Exploring Opportunities Together”
Body:
Hi [First Name],
It was such a pleasure meeting you at [Event Name] this past [day/timeframe]. I really enjoyed our conversation about [specific topic you discussed—e.g., market conditions, working with first-time buyers, or potential collaboration opportunities].
Events like these are a great reminder of how valuable strong partnerships are in helping clients and communities succeed. Given the overlap in what we do, I’d love to continue our conversation and explore ways we might work together.
If you’re open to it, let’s set up a quick call or coffee chat in the coming weeks—I think there’s a lot we could accomplish together.
Looking forward to staying connected,
[Your Name]
[Your Title]
[Your Contact Info]