Summarize a sales call
Turn your call notes into what was agreed and what happens next.
Open prompt: Summarize a sales callEst. time saved: 30–45 minutes per call
A short series of follow-ups, each checked by you before sending.
Fill in the [BRACKETS], then paste it into ChatGPT, Claude or Gemini.
You're helping me follow up with a potential customer. Write drafts for me to check. Don't send anything. Where things stand: [E.G. QUOTE SENT ON 3 JUNE] What's been said so far: [SHORT NOTES ON CALLS AND EMAILS, WITH DATES] Concerns they raised: [E.G. WORRIED ABOUT DISRUPTION, OR "NONE"] What we promised to do: [E.G. SEND A START DATE, OR "NOTHING"] What they promised to do: [E.G. CHECK WITH THEIR BUSINESS PARTNER, OR "NOTHING"] Who decides on their side: [IF YOU KNOW] How they're happy to be contacted: [E.G. EMAIL] What we offer: [WHAT YOU OFFER] How we sound: [E.G. FRIENDLY AND PLAIN] Please: 1. Check whether we still owe them anything. If we do, the first follow-up should deliver it. 2. Write 3 to 5 short follow-ups. For each one, say when to send it, what it's for, and the message. 3. Answer only the concerns they actually raised. Don't treat silence as a no. 4. Say when to stop: if they reply, book, say no thanks, or the follow-ups run out. 5. List anything that doesn't add up in my notes. Rules: - Use only the facts I've given you. Don't invent dates, discounts, deadlines, promises or things they said. - No pushy lines or false urgency. - Mark every message DRAFT. I'll read each one and send it myself.
A made-up example of what the brackets might say.
Turn your call notes into what was agreed and what happens next.
Work out why it stalled and draft a gentle nudge.
A quote built from your own prices and scope, with gaps flagged, not guessed.
Our AI Tool Audit finds the jobs worth handing to AI, and writes ready-to-use prompts for your top three.