Playbook #33
Write an effective client follow-up email
Get a quick response without seeming pushy thanks to a structured and empathetic follow-up.
The Challenge
You must follow up with a client who remains silent, but you are afraid of appearing harassing or desperate. Result: you postpone the task, you feel guilty, and the file remains blocked (or the contract is lost).
What this playbook brings you
You transform an agonizing 15-minute task into a 30-second action. By pivoting from blame towards "client benefit", you obtain a positive response or a firm commitment without risking to offend the relationship.
"Clarity is the politeness of the professional." — Peter Drucker
When to use this capsule
- A quote or proposal has not been returned after a few days
- A client is late on payment and you need to follow up without creating tension
- A prospect has stopped responding after a meeting or demonstration
- You need to confirm a decision or appointment on short notice
- A file is blocked due to lack of clear feedback
What you'll need
- Context of the last exchange (date, subject, or pending action)
- What the client must do (sign, pay, validate a date)
- A legitimate reason for them to act now (deadline, end of an offer, risk of delay)
Which tool are you using?
Copy-paste this prompt into your tool
Analyze this thread. Write a short follow-up (max 100 words) for [Recipient Name].
Rules:
1. Tone: friendly but professional, without blame.
2. Briefly recall the last exchange.
3. Highlight the benefit for them to respond quickly (e.g., keep deadlines, secure the slot).
4. Propose a simple action (e.g., link, slots, or just a "yes").
Reminder: AI can make mistakes. Always review the content before sharing it.
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Less than 30 seconds