Professional CRM

How to Write a Follow-Up Email

Turn connections into conversations with the right follow-up

A great follow-up email can turn a brief meeting into a lasting business relationship. NexaLink CRM offers AI-powered templates and personalization tools to help you write follow-ups that get replies.

Difficulty:Beginner
5 minutes
Tools:
NexaLink CRM

Before You Start

  • NexaLink CRM account
  • Contact to follow up with
  • Notes from your meeting or event

Step-by-Step Guide

1

Open the Contact

Navigate to the contact you want to follow up with and review your notes from the meeting.

Tip: Check your meeting notes and tags for personalization details
2

Select a Follow-Up Template

Choose from NexaLink's library of follow-up email templates based on the context (post-event, post-meeting, post-demo).

Tip: The AI adapts the template tone to match your writing style
3

Personalize the Message

Add specific references to your conversation, shared interests, or discussed topics.

Tip: Mention one specific thing you discussed to show you were listening
4

Include a Clear Call to Action

End with a specific next step like scheduling a call, sharing a resource, or connecting on LinkedIn.

Tip: One clear CTA gets better responses than multiple vague suggestions
5

Send and Set Next Reminder

Send the email and set a follow-up reminder in case they do not reply within your expected timeframe.

Tip: Wait 3-5 business days before sending a gentle follow-up if no reply

Why This Matters

AI Follow-up Suggestions

Get smart reminders on who to contact and when.

Relationship Scoring

See which connections need attention at a glance.

Context Recall

Never forget where you met someone or what you discussed.

Network Analytics

Weekly insights on your network health.

Pro Tips

Expert advice to get the most out of this workflow

Send your follow-up within 24-48 hours while the meeting is still fresh
Keep the email concise - 3-4 short paragraphs maximum
Reference something specific from your conversation for authenticity
Use the AI template as a starting point but always personalize it
Track email opens to know when to send a second follow-up

Related Features

AI-Powered Reminders

Smart follow-up suggestions

Relationship Scoring

Track connection strength

Meeting Notes

Remember every conversation

Event Tagging

Track where you met contacts

Weekly Digests

Network health reports

Contact Enrichment

Auto-fill contact details

Frequently Asked Questions

How does relationship scoring work?

Our AI analyzes interaction frequency and engagement to score each relationship.

Will it remind me to follow up?

Yes! Smart suggestions based on relationship score and time since last contact.

Does it sync with other NexaLink apps?

Yes! Scanner and Digital Card contacts sync automatically.

Ready to Try It?

Follow this guide and write a follow-up email in just 5 minutes.

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