Most deals stall in the gap between a good meeting and a written next step. Reps lose momentum when the recap goes out late, the proposal has no date, or the chaser only says just checking in. This template gives account executives tested emails and a timed plan for each step: the recap, the proposal, the chasers and the close-out, so that each email asks one clear question.

The sample follows a distribution sales rep at Hartwell Distribution through a recap, a proposal for 120 pallets a week and a timed chaser plan. All names, prices, dates and figures are fictional. Replace the sender, the value line and the timings with your own, and delete any step your team does not run.