Post-Business Review · End of Day
Post-Business Review Email
Copy the subject and body below. Fill in the bracketed variables with details from the deck and Fireflies transcript. Paste into your email client and send.
Send When
- Same day as Business Review · before EOD
- Deck link is finalized + follow-ups are clear
Do Not Send
- Before deck is shareable
- Without confirmed action items + owners
Business Review Recap + Next Steps
Hi [Client First Name],
Thanks for the time today — really good session. Sharing the deck and a quick recap below so everyone's aligned heading into the next sprint.
Deck: [Paste deck share link here — Google Slides, Pitch, etc.]
What We Covered (from Fireflies / Granola):
- Performance highlight: [e.g., Email open rate up 18% MoM — subject line testing is working]
- Key decision: [e.g., Agreed to pause Meta and shift budget to LinkedIn for Q2]
- Strategic shift: [e.g., Moving ICP focus to mid-market — enterprise cycles are too long right now]
- Open question: [e.g., Need to confirm attribution model before we finalize pipeline numbers]
- [Add additional highlights]
Follow-Up Items:
- [Action item 1] — Owner: [Name] · Due: [Date]
- [Action item 2] — Owner: [Name] · Due: [Date]
- [Add more as needed]
A few platform access gaps are still slowing us down (remove this section if all access is granted):
- [Platform 1, e.g., Google Analytics 4] — [Why it matters, e.g., can't close attribution loop without traffic data]
- [Platform 2, e.g., Meta Ads Manager] — [Why it matters, e.g., need to audit creative performance before scaling spend]
[CMO PM First Name] will follow up with specific invite steps. If you can action these this week, it'll make a real difference in what we can deliver in [next sprint name/timeframe].
What's Coming Next:
- [Next deliverable or sprint goal, e.g., "30-60-90 Plan delivered by Day 14"]
- Next review: [date + format]
- [Any other forward-looking notes]
Thanks again — excited about the direction we're heading.
[CMO First Name]
Fractional CMO · MarketerHire
Variable Guide
[Client First Name]
=
personalize per client
[CMO First Name]
=
sending CMO's first name
[CMO PM First Name]
=
CMO PM handling access follow-ups
Deck share link
=
Google Slides / Pitch / other — must be shareable to client domain
Recap bullets
=
4–6 highlights from the call — performance, decisions, shifts, open questions
Follow-Up Items
=
action item + owner + due date per row
Lingering access rows
=
only platforms still unresolved — remove section entirely if all granted
[next sprint name/timeframe]
=
e.g., "Week 2" or "the 30-60-90 Plan"