Follow-up & Action Items
The meeting is over, but it does not stop there. Here is really when that member is counting on you to come through and show them their investment.
• Post Meeting ◦ Now that the meeting is over and you have gathered your notes from the conversation, organize your notes and thoughts and make things happen. • Follow-up ◦ So that the member knows that you heard them, create an email breakdown of all benefits discussed. Break it out line by line and copy all relevant parties and colleagues. • Action Items ◦ Within 24-48 hours send over the email that you have created with all action items for the member to review and to provide feedback on. This may seem repetative but it shows that you heard them. • Formal Introductions ◦ You are most likely not the only internal resource your member will need. Be sure to make formal introductions to others relevant to the investment.
TIPS & Questions:
Don't forget to track communications back to their member account. Don't assume that a member is happy until you have accomplished all action items and have received their final feedback. How does your chamber track each member's progress and next steps?
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