NexoPad

Customer call summary email template with next steps

To put in writing what you discussed with the customer on the phone and who does what next.

SupportTone: Clear73 words
Hi name, Thanks for the call today, today’s date. Here's a written recap of what we discussed so you have it handy. Summary: Key points from the call Next steps: 1. On our side: What the team will do. 2. On your side: What the customer will do. 3. We'll talk again by date + 3 days. If anything doesn't match what you remember, reply to me and I'll correct it. Best regards,

The parts in blue fill in on their own, or NexoPad asks you for them when you type the shortcut.

How to use it in NexoPad

  1. 1Add it

    Click “Add to NexoPad”: it’s saved as a snippet, with its variables.

  2. 2Type the shortcut

    In Gmail, Zendesk or any website, type /callsummary.

  3. 3Fill in and done

    NexoPad asks you for the missing details and fills in the dates for you.