What is the usual and customary way to write an e-mail to my lead for the telephonic conversation that I had with client or consultant? I need a formal format for the minutes of a conversation that I had over call for purpose of record.
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1Do you mean "write up a transcript of the conversation"? – Lauren-Clear-Monica-Ipsum Dec 23 '15 at 11:06
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yes, the minutes of conversation that i had over call for purpose of record. – shishir Dec 23 '15 at 11:08
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3I'm not sure what your question is. Why can't you write up the minutes and email the document? What problem are you trying to solve? – Lauren-Clear-Monica-Ipsum Dec 23 '15 at 11:22
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1It sounds like you're asking for the formatting for the transcript you're trying to write of a phone conversation you had. Is this a legal type transcript? If so, then you'll find a lot of examples if you google, "Legal Transcript Format Examples." You might also google, "Telephone Transcript." Again, you'll find lots of examples. A little research might help. – DoWhileNot Dec 23 '15 at 16:31
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3I'm unclear why you're asking this question. Is there a reason you can't just use one of the templates you can find on the web? – Goodbye Stack Exchange Dec 23 '15 at 18:52
If you want to write an email to follow up and phone conversation, here are some points you might want to include: express appreciation for the person's time in talking with you; list key topics discussed; summarize agreements reached; identify next steps to take and dates for completion; include your contact details.