Source: https://hiatt-co.com/workflows/customer-follow-up/

FREE BUSINESS WORKFLOW · AI BASICS

# Write a customer follow-up that sounds like you

Turn rough notes into a clear, personal draft with one useful next step.

AI chat · No sign-up

## When to use it

After a customer conversation, before you write the follow-up.

## What you’ll get

A subject line and an email draft ready for your review.

## Work through the steps

Before you start

Approved, anonymized conversation notes, the purpose of the email, and a short example of your writing style. An AI chat tool is enough.

Step 01

### Give the draft a job

Replace the brackets and paste only the notes needed for this message.

Draft a follow-up email to \[customer role\] after \[conversation\]. The purpose is \[goal\], and the next step is \[action\]. Use a \[tone\] tone and stay under 150 words. Use only these notes: \[approved notes\]. Include a subject line. Do not invent prices, promises, dates, or prior conversations. Mark missing facts in brackets. Prepare a draft only.

Step 02

### Make it sound like you

Read the first draft, then add a sample of your own writing with private details removed.

Revise this draft to sound more like this writing sample: \[sample\]. Keep the facts and next step intact. Remove generic openings, sales language, and unnecessary words. List any claims I should check before sending. Do not send the email.

### Step 03 · Review before use

-   Compare every fact and commitment against the original notes.
-   Confirm the recipient, tone, and requested next step.
-   Resolve bracketed gaps, then send through your usual email process.

**If you get stuck:** If it feels generic, provide one real sentence in your voice and explain which phrase feels wrong.

### Want your team to use this on your own work?

In a Hiatt Co workshop, we can adapt this process to your team’s work, tools, and review rules.

[Related training: AI Basics](https://hiatt-co.com/programs/#basics)

[Plan a workshop](https://hiatt-co.com/plan/?workflow=customer-follow-up)

[Back to free workflows](https://hiatt-co.com/workflows/#customer-follow-up)