Next steps near the top
Put the agreed next steps first, before the recap of the conversation, so the reader sees what happens next without scrolling. This is a coaching method from 30 Minutes to President's Club, not a measured result.
Free meeting recap checker
Meeting Recap Checker
Paste the recap email you are about to send after a sales meeting. See whether the next steps come first, each with a date and an owner, and whether you recap their problems in their words. This checker is based on coaching methods and writing practice, not a study of recap emails, and each check says what it rests on.
- Free, no sign-up
- Nothing you type is stored
- Every rule shows its source
What the Meeting Recap Checker checks
Each check is explained in plain words. Checks based on research link to the source. The rest are labeled as writing practice.
Each next step has a date
A real day for each step, and a time for the next meeting. Gong found a specific day and time is the better ask once a deal is active. A planning study outside sales found that writing down a date and a time helps people follow through; it is not a sales study.
Gong Labs, 2020Proceedings of the National Academy of Sciences (Milkman and colleagues), 201130 Minutes to President's Club, 2025
Each next step has an owner
Say who does each step, so the buyer's own tasks are easy to spot. This is a coaching method, not a measured result.
Recaps their problems in their words
Restate what the buyer said about their situation, not your product's features. This is a coaching method, not a measured result.
Short and skimmable
A few short lines or bullets that fit on one phone screen. An email experiment outside sales found a shorter request got more responses; it is not a sales study. The phone screen target is a coaching method. Length alone never fails a recap.
Behavioral Scientist (Todd Rogers and Jessica Lasky-Fink), 202330 Minutes to President's Club, 2025
Easy to reply to
End with one clear question or a request to confirm, like "Does this match what you heard?" This is a writing practice, not a study result.
Writing practice
Attachments you promised (reminder)
If you write "attached" or promise a link, the checker reminds you to add it. It cannot see attachments, so this is a writing practice reminder and never changes your score.
Writing practice
One recap per person (optional)
When people in the meeting have different roles, a short recap for each, with their own next steps, can help. This is an optional coaching tip from Gong. It never lowers your score.
Questions
What should a meeting recap email include?
The agreed next steps first, each with a date and who does it. Then a short recap of the problems the buyer described, in their words. Then one easy question, like whether this matches what they heard. Put detail in an attachment or a link.
Is this based on a study of recap emails?
No. We could not find any public study that measures the recap email itself. This checker is based on coaching methods and writing practice. Where a measured study points the same way, such as one on writing down a date and a time, the check names it and says plainly when it is not a sales study.
How is this different from the Follow-Up Email Checker?
The Follow-Up Email Checker is for a note to someone who has not replied yet, and checks that it adds something new. This checker is for the recap you send after you have met, and checks the next steps and whether you recap what the buyer said.
Why add the buyer's problems and the agreed next steps?
Both are optional. With the problems from your notes, the checker sees whether your recap uses the buyer's own words. With the agreed next steps, it sees whether any step is missing. Left blank, they never lower your score.
Is it free? Do you store what I paste?
It is free with no sign-up, and nothing you type is stored.