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Hi <Prospect name> and <Other prospects name if there is one, if not, delete this>,
We wanted to send this to get you up speed on where we’re at.
Last meeting: <date>
Next meeting: <date>
Here’s what we talked about last time we met:
What we heard from you:
A quick mirror-back of your goals, current situation, and what success looks like — so you can correct anything we got wrong.
Action items from last meeting:
On our side:
On your side: