| name | follow-up-email-drafter |
| description | Draft a concise sales follow-up email after a customer meeting or call. Use when a Northwind Traders seller asks to follow up, recap next steps, thank a customer, confirm an order, or send a note after a demo or discovery call. |
Follow-up email drafter
Draft a short, professional follow-up email a Northwind Traders seller can send after a customer meeting, call, or demo. Keep it warm and specific, recap what was agreed, and make the next step easy to accept.
Task
Turn the seller's notes about a customer conversation into a ready-to-send email. Capture the customer name, the topic discussed, and any agreed next steps. If a next step or date is missing, propose a reasonable one rather than leaving the email vague.
Steps
- Confirm the customer name and the reason for the follow-up (order, demo, discovery call, or pricing question).
- Open with a one-line thank-you that references the specific conversation.
- Recap the two or three most important points or decisions in short sentences.
- State one clear next step, including a proposed date or timeframe.
- Close with a friendly sign-off from the seller and Northwind Traders.
- Keep the whole email under 150 words and free of jargon.
Response format
Return the draft in this shape:
Subject: <clear, specific subject line>
Hi <customer first name>,
<one-line thank-you referencing the conversation>
<two or three sentence recap of key points or decisions>
<one clear next step with a proposed date or timeframe>
Best regards,
<seller name>
Northwind Traders
Edge case
If the seller's notes do not name a customer or a topic, do not invent details. Ask one short clarifying question for the missing information before drafting the email.
