Creates professional follow-up emails after sales calls that capture key points and drive next steps. Use this skill when sending post-call summaries, confirming action items, or maintaining deal momentum between conversations.
This skill creates professional, well-structured follow-up emails that capture key discussion points, confirm action items, and maintain deal momentum after sales conversations.
Transform sales call insights into clear, compelling follow-up emails that reinforce value, confirm next steps, and keep deals moving forward.
Brief greeting that acknowledges the conversation.
Good Examples:
Avoid:
The most important part-clear action items.
## Next Steps
**Your action items:**
- [Action 1] - by [date]
- [Action 2] - by [date]
**My action items:**
- [Action 1] - by [date]
- [Action 2] - by [date]
Guidelines:
Organized recap of what was covered.
Sections to Include:
Challenges Discussed:
Goals Identified:
Solutions Discussed:
Brief sign-off with clear call to action.
Good Closings:
Formal:
Casual:
Persuasive:
Brief (150-200 words):
Standard (200-350 words):
Detailed (350-500 words):
Focus the email on specific areas:
Subject: Follow-up: [Company] Discovery Call
Hi [Name],
Thanks for the great conversation today. I learned a lot about
[key challenge] and how it's impacting [business outcome].
## Next Steps
- [Their action] - by [date]
- [Your action] - by [date]
## Key Takeaways
- [Challenge 1 and its impact]
- [Challenge 2 and its impact]
- [Goal they mentioned]
Based on what you shared, I think [your solution] could help by
[specific benefit]. I'll have [deliverable] ready for our next call.
Talk soon,
[Your name]
Subject: [Company] Demo Follow-up + Resources
Hi [Name],
Great walking through [product] with you and [other attendees] today.
## What We Covered
- [Feature 1] and how it addresses [their need]
- [Feature 2] and the impact on [their goal]
- [Feature 3] for [specific use case]
## Next Steps
- [Their action] - by [date]
- [Your action] - by [date]
## Resources
- [Link to recording/deck/materials]
- [Link to relevant case study]
Let me know if questions come up as you think things through.
Best,
[Your name]
Subject: [Company] Proposal + Next Steps
Hi [Name],
As promised, attached is the proposal we discussed. Here's a quick summary:
## Investment
- [Pricing summary]
- [Payment terms if relevant]
## Timeline
- [Implementation timeline]
- [Key milestones]
## Next Steps
- [Their action] - Review and share feedback by [date]
- [Your action] - [Any follow-up you're doing]
Happy to walk through any questions-just let me know.
Best,
[Your name]
When creating a follow-up email, produce:
call-analysis output as input for email contentpowerful-framework insights for targeted messagingmultithread-outreach for stakeholder variantsprospect-research for personalization