Follow up after a call or quote
A short series of follow-ups, each checked by you before sending.
Open prompt: Follow up after a call or quoteEst. time saved: 45–60 minutes per sequence
Inquiries and follow-up
Summarize a sales call
Turn your call notes into what was agreed and what happens next.
- Best for
- Owners and whoever handles sales
- Est. time saved
- 30–45 minutes per call
- Works with
- ChatGPT, Claude and Gemini
When to use it
- You've just come off a sales call and have rough notes or a transcript.
- You want a clear record and a short recap email.
When not to
- If you don't have notes from the call. It can't summarize what it wasn't given.
What to have ready
- Your notes or the transcript
- Who was on the call
- Where things stood before the call
- What you offer
The prompt
Fill in the [BRACKETS], then paste it into ChatGPT, Claude or Gemini.
› the prompt
You're helping me write up a sales call. Write drafts for me to check. Don't send anything. Who was on the call: [NAMES AND ROLES] Where things stood before: [E.G. FIRST CALL, OR QUOTE ALREADY SENT] What we offer: [WHAT YOU OFFER] My notes or the transcript: [PASTE YOUR NOTES OR TRANSCRIPT] Please write: 1. The facts: what we learned about their situation and what they need. 2. Decisions: anything actually agreed. If nothing was decided, say so. 3. Actions: who promised to do what, and by when. If no date was given, write "no date". 4. Open questions: what we still don't know. 5. A short internal note I can save in my CRM or files. 6. A short recap email to the customer, with only what was agreed and the next step. Rules: - Use only what's in my notes. Don't invent quotes, dates, prices, promises or decisions. - Interest isn't a decision. "Sounds good" doesn't mean they've agreed. - Mark the recap email DRAFT. I'll check it and send it myself.
Example input
A made-up example of what the brackets might say.
Who: Rob (practice manager) and me.
Before: first call.
What we offer: IT support for small offices.
Notes: "They want a map of how their systems connect before talking about changes. Can spare two hours for a workshop at most. I said I'd send a two-hour workshop plan by Monday. Rob isn't sure who signs off spending."
Tips
- Write your notes up straight after the call, while you still remember who said what.
- If your call tool makes a transcript, paste that instead. It's more accurate than memory.
Related prompts
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What to do next on each open deal, and what you don't know yet.
Open prompt: Review your open dealsEst. time saved: 60–90 minutes per review
Revive a lead that's gone quiet
Work out why it stalled and draft a gentle nudge.
Open prompt: Revive a lead that's gone quietEst. time saved: 45–75 minutes per review
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