Meeting request with a clear agenda
Asking a prospect, partner or stakeholder for a short call when they already know who you are. It spells out what the call is for so they can say yes without asking.
- Category:
- Meeting request
- Length:
- 66 words
Subject line options
- 20 minutes on {{topic}}?
- Call about {{topic}}: agenda inside
The email
Hi {{first_name}},
Could we find 20 minutes next week to talk about {{topic}}? Here's what I'd cover:
1. {{agenda_1}}
2. {{agenda_2}}
3. What a sensible next step would be, if any
You'd come away with {{takeaway}}, whether or not we work together.
Does {{option_1}} or {{option_2}} work? If a call is too much, I can send the same thing as a short written summary instead.
{{your_name}}Highlighted {{placeholders}} are the parts to replace. If you cannot fill one with something true and specific, cut the sentence rather than leaving it generic.
When to use it
Use it when there is already some context: a reply to an earlier email, an inbound enquiry, or an introduction. For a completely cold contact, a meeting is usually too big a first ask; start with a cold outreach template and ask for a meeting once they reply.
Fill in the takeaway with something concrete, such as a benchmark of their setup, a draft plan, or answers to their questions. If you cannot name one, the meeting is for you, not them.
Why it works
- The agenda answers "why should I take this call?" before they have to ask.
- The third agenda item is honest. Saying "if any" signals you will not push for a next step that does not make sense.
- The written alternative respects people who hate calls, and it still keeps the conversation going.
Before you send
Meeting invites go to people you mostly already know, but if you are inviting colleagues of your contact, check their addresses with the free email checker. A calendar invite that bounces is easy to miss until the meeting starts.