| name | write-a-sales-follow-up |
| category | write |
| description | Write a concise post-call sales message that records verified needs, decisions, commitments, and the next mutual action. Use when following a discovery call, demo, proposal review, or commercial conversation. |
write-a-sales-follow-up
Use the message as a shared record, not a second pitch. Make it easy for the recipient to correct the summary,
open promised resources, and complete the next agreed action.
Inputs
- Gather call notes, attendees, exact commitments, open questions, promised materials, and target dates.
- Confirm product, pricing, security, and delivery claims against approved sources.
- Identify whether a next step was mutually agreed or merely proposed.
Procedure
- Open with thanks and the purpose of the message without generic flattery.
- Summarize the recipient's stated situation, desired outcome, and constraints in their language.
- Record decisions and areas of fit separately from unresolved questions or limitations.
- List each commitment with owner, artifact, and date.
- Link only the relevant document, demo, security answer, or proposal and verify access.
- Propose one clear next action when none was agreed, leaving room to decline or change it.
- Invite corrections to the summary so the written record stays accurate.
- Check recipient names, dates, time zones, links, pricing, and claims before sending.
Boundaries
Never invent agreement, urgency, budget, authority, or customer quotations. Do not expose another customer's
information or forward private call notes. Avoid adding recipients, tracking, or marketing consent the person
did not approve.
Done
- The message accurately reflects the call and distinguishes agreement from open questions
- Every promise and next action has a named owner and checked date
- Linked materials open for the intended recipients and support the claims made
- The sent email is recorded with the opportunity or account
