Confirming a Verbal or On-Phone Agreement

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Agreements, especially those of a business or legal nature, are best documented and confirmed. You risk future conflict by leaving an agreement verbal.

Sample 1: Email to Confirm Verbal Agreement

Here is a sample to help you write a professional and error-free confirmation letter. With this template, you will be able to draft a professional email to confirm a verbal agreement.

Suggested Subject: Concluding our conversation


Dear Alice,

Thank you for your call this afternoon and your interest in my business development services. It was great talking to you and discussing your business concept and expansion plans for Alize Catering.

As discussed during our telephone conversation, you would like me to develop a detailed business plan for Alize Catering.

The business plan will set out guidelines for Alize Catering operations in terms of the:

Organizational plan
Production plan
Marketing Plan; and
Financial plan

The total cost for the development of the business plan is $300, payable in 3 installments, with the first installment due immediately as confirmation of this engagement, the second due on receipt of the draft document, and the third due on delivery of the final document.

Please see the attached invoice, including bank account details for payment of the first installment. Once payment is received, I will send you a proposed outline for the business plan and a data collection questionnaire.

During our conversation, you mentioned wanting to have everything about Alize Catering branded with your company logo and colors. Would you like the business plan branded, or were you referring to the promotional materials?

I look forward to your feedback and working with you to develop a solid plan for Alize Catering. Kindly confirm that I have captured everything correctly based on our telephone conversation.

Kind Regards,
Jane Corden

Sample 2: Email to Confirm Verbal Agreement

This email confirms a verbal agreement made over the phone, outlining the terms discussed and clarifying any details that may have been unclear.

Suggested Subject: Confirming Our Agreement

Dear [Recipient’s Name],

I am writing to confirm our agreement, which we discussed over the phone yesterday. As per our conversation, I agreed to provide you with the requested documents by next Friday. Please let me know if this timeline works for you.

Just to reiterate, the documents will be emailed to you as PDF attachments. Please let me know if you need them in any other format.

Thank you for your time, and I look forward to working with you.

Best regards,
[Your Name]

Sample 3: Email to Confirm Verbal Agreement

This email confirms a verbal agreement made during a meeting, providing a brief summary of the discussed points and clarifying any details that may have been unclear.

Suggested Subject: Recap of our Meeting

Dear [Recipient’s Name],

I hope this email finds you well. I wanted to recap the agreement we made during our meeting yesterday. As per our discussion, you will provide me with the revised proposal by the end of next week, and I will provide you with feedback by the following Monday.

Just to confirm, the proposal will be sent to me via email, and I will provide you with my feedback via phone call.

Thank you for your time, and I look forward to working with you.

Best regards,
[Your Name]

Sample 4: Email to Confirm Verbal Agreement

This email confirms a verbal agreement made during a phone call, providing a summary of the discussed points and clarifying any details that may have been unclear.

Suggested Subject: Following Up on Our Call

Dear [Recipient’s Name],

I wanted to follow up with you regarding the agreement we reached during our phone call yesterday. As per our discussion, you will send me the requested data by the end of the week, and I will provide you with the analysis report by the following Tuesday.

Just to make sure, the data will be sent to me via Dropbox, and I will provide you with the analysis report via email.

Thank you for your time, and I look forward to working with you.

Sincerely,
[Your Name]

Sample 5: Email to Confirm Verbal Agreement

This email confirms a verbal agreement made during a meeting, verifying the discussed points and clarifying any details that may have been unclear.

Suggested Subject: Verifying Our Agreement

Dear [Recipient’s Name],

I hope this email finds you well. I am writing to verify the agreement we made during our meeting last week. As per our discussion, you will provide me with the requested inventory data by next Wednesday, and I will provide you with the updated sales report by the following Friday.

Just to confirm, the inventory data will be sent to me via email, and I will provide you with the updated sales report via Dropbox.

Thank you for your cooperation, and I look forward to working with you.

Best regards,
[Your Name]

Updated on December 23, 2023

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