{% if bidder.logo %} {% endif %}

Post-Meeting Follow-Up Template

For your {{ project.gc }} meeting

Send within 24 hours
of your in-person meeting
with {{ project.gc_attn_primary | default("the GC") }}

Thank-You Email -- After Your Meeting

Send within 24 hours of the in-person meeting. The yellow placeholders are what you fill in.

How to use this

  1. Right after your meeting, jot down the one specific thing they cared about most. Anything: a schedule date, a pain point with a past sub, a budget number, a scope concern, even something personal.
  2. Open your email, paste the template below, and replace each yellow placeholder with the real detail.
  3. Send within 24 hours of the meeting. Faster is better. Most subs never send anything.
  4. One sentence about something personal at the end is fine if it fit the tone of the meeting. Skip it if the meeting was strictly business.

The template

To: [GC primary contact email]
{% if project.gc_attn_secondary %} CC: [GC secondary contact email]
{% endif %} Subject: Thanks for the time today -- {{ project.name }} follow-up

[First name],

Thank you for taking the time today to sit down with me on the {{ project.name }} build. I appreciate you walking me through how {{ project.gc }} approaches the project schedule and what you have run into with subs in the past.

One thing I want to commit to in writing before you make a decision: [the specific commitment you heard them care about most -- examples: "I will be on site personally every day during rough-in," or "I will have the submittal package on your desk within three weeks of award," or "I will coordinate with the other trades before any work gets hung in the ceiling"]. That is the one I will not move on.

A couple of things you mentioned that I want to address directly in the bid:

My bid is {{ bid.headline_label }} firm for {{ meta.bid_validity_days }} days. Cover letter, full schedule of values, exclusions, clarifications, and all supporting documentation are in the bid package I am sending separately. [Optional: "I am also happy to walk through any line item with you on the phone before you make a decision."]

[Optional one personal sentence. Skip if the meeting was strictly business.]

I want this one. I am ready to start when you say go.

{{ bidder.owner }}

{{ bidder.owner }}, Owner
{{ bidder.name }}
{{ bidder.license }}{% if bidder.monetary_limit %} · Limit {{ bidder.monetary_limit }}{% endif %}
{{ bidder.phone }} · {{ bidder.email }}

Why this email works

{{ bidder.name }} · {{ bidder.address_line }} · {{ bidder.phone }} · License {{ bidder.license }}