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.

  • 1
    Do you mean "write up a transcript of the conversation"? Dec 23 '15 at 11:06
  • yes, the minutes of conversation that i had over call for purpose of record.
    – shishir
    Dec 23 '15 at 11:08
  • 3
    I'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? Dec 23 '15 at 11:22
  • 1
    It 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
  • 3
    I'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? 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.

  • There points are really helpful to me.
    – shishir
    Dec 29 '15 at 17:11
  • Happy to help. Good luck!
    – F. Roberts
    Dec 29 '15 at 18:36

Not the answer you're looking for? Browse other questions tagged or ask your own question.