This closes out our three-part series on driving success in first prospect meetings.

Download the others below to help you fully prepare pre-meeting, excel during the meeting itself, and with this final entry, nail the final and  most important step: the follow up.

The RSW/US Definitive Outline for a Productive First Prospect Meeting

The RSW/US Definitive Pre-Call Checklist for a Productive First Prospect Meeting

A Repeatable Post-Call Framework to Get You Closer To Close

Too many firms leave the first meeting hanging, assuming the momentum will carry into a second conversation on its own.

Prospects need to feel you’re organized, attentive, and already thinking on their behalf, which will happen when you follow a simple, consistent post-call routine.

Here’s what a repeatable post-call framework will do for you:

• Keep the conversation warm and moving forward
• Capture the details while they’re fresh so nothing gets lost
• Demonstrate you’re a strategic partner, not just a vendor
• Make setting the next meeting the natural next step

The Essential Post-Call Checklist for Prospect Follow-Up Post-Call

That’s why we created this straightforward post-call checklist.

It’s built for agencies, marketing services, PR, and Professional Services firms that want to turn good first meetings into concrete next steps, without overcomplicating the process.

The checklist walks you through exactly what to do right after the call, what to recap internally, and how to nurture with purpose between meetings so your outreach feels relevant.

You’ll see practical prompts like sending a quick thank-you with a second-meeting invite, recapping the prospect’s challenge in their words the next day, and sharing one tailored proof point (case study, POV, or mini audit) that shows you’ve already started thinking for them.

Here’s what you’ll walk away with:

• Thoughtful Follow-Up steps that set up the second meeting naturally
• A Quick Internal Recap template to capture what matters
• Practical ways to Keep the Momentum Alive with relevant value adds
• An Evaluate + Adjust section to review the meeting and refine your materials, pitch, and proof points for next time

This approach comes from years of our RSW/US experience helping agencies and firms open doors and move opportunities forward.

Whether you’re new to business development or simply ready to tighten up the “what happens after the call,” this checklist will help you turn first conversations into real next steps, consistently.

Instead of hoping they circle back, you’ll follow up with clarity, intent, and the kind of preparation prospects notice and appreciate.

And if you need help getting more first meetings on the books, contact us here for a conversation.