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Do you send "As Per Our Conversation" emails?
  v29.0 Posted at 16/10/2018 3:12 PM by William Yin

​Implement a policy of following up important telephone conversations with an email that begins with the words "As per our conversation". The intent is to document what was said and agreed upon.

Watch the video below and see how a single email can make your job easier.

 
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As per our conversation, I am going to offer the client a Spec Review for $XXX 

Figure: Good Example - using "As per our conversation" email 


This is not just a 'cover my ass' email. This is for several reasons:

  • To make sure that you did not get the message wrong
  • To keep an audit trail of agreed decisions​
  • To keep people, who were not a party to the conversation, informed about the progress

Use this approach internally and with clients. As a result, expect to see "as per our conversation" emails that:

  • Require a task to be completed
  • Explain the logic of the decision
  • Include URLs that were referred to
  • Can be referred back to in the future

Sometimes you might not reach the client or Product owner via phone, and have to make a decision by yourself. In this case, it's still important to record everything in an email, starting with "I tried calling you but didn't get through": 

I tried calling you but didn't get through. I am going to offer the client a Spec Review for $XXX 

Figure: Good Example - for when you can't reach the person by phone 

Note: This is most likely to happen after a conversation started by the client.
If you are the one making the first contact, also follow: Do you prepare, then confirm conversations/decisions?


Note: ​It's easy to fall into the trap of sounding rather robotic if you start every email with "As per our conversation", or "As per the message I just left on your mobile", etc. Here's a list of nice email openers that have the same effect:

"As per our conversation" alternatives:

  1. ​Thanks for the chat
  2. Good talking to you
  3. As discussed...

"As per the message I​ left on your mobile" alternatives:

  1. I couldn't catch you on the phone today.
  2. I just left you a quick voicemail.
  3. I called earlier but couldn't get through.
  4. Hey I​ just called earlier to say...​

VIDEO - Top 10+ Rules to Better Email Communication with Ulysses Maclaren

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