Below is the content for an email to follow up after finishing the score card and/or having a discussion with Truelytics, just fill in the necessary information on the version of your choice
Follow-up to Truelytics scorecard discussion (attended breakout session, discussed at a conference, got off a call, etc.)
Subject: Good to meet you, Thank you for the conversation, Following-up after . .
Dear Contact First name,
Thank you for [attending the breakout session; stopping by our booth, discussing the Truelytics scorecard and valuation engine . . .] last week. I hope you found the conversation to be interesting and informative. More importantly, I hope I provided you with some actionable steps that you can begin to implement within your own practice as you work toward [putting a transition plan in place; developing a succession plan; growing your business]. Please do not hesitate to contact me should you have any questions about the Truelytics software.