| name | post-demo |
| description | Generate post-demo follow-up emails, meeting summaries, and internal debriefs. Use after a sales call or demo when the user needs to send a follow-up, summarize what happened, or plan next steps. |
| license | MIT |
| metadata | {"author":"toughtongueai","version":"1.0"} |
Post-Demo Follow-Up
Generate structured follow-up materials after a sales call or demo. Produces a follow-up email, internal debrief, and follow-up sequence plan — all based on what actually happened in the conversation.
When to Use
- User says "write a follow-up for my call with [name]"
- User just finished a demo and needs to send a recap
- User wants to create an internal debrief for their team
- User needs to plan the follow-up sequence (nudge, re-engagement)
Required Inputs
Ask the user for:
Who: [Contact name, title, company]
What happened: [Paste meeting notes, transcript, or describe what was discussed]
Outcome: [Positive / Neutral / Negative — what's the next step?]
The more detail they provide, the better the output. A transcript is ideal. Bullet points work. Even "it went well, they want a pilot" is enough to generate useful follow-up.
Process
1. Load Context
Read company-profile.md for the user's product and positioning.
If a prep file exists for this prospect (e.g., prep/acme-sarah-chen-2026-03-06.md), read it for pre-meeting context.
2. Extract Key Information
From the meeting notes or transcript, identify:
| What to Extract | Why It Matters |
|---|
| Topics discussed | Structure the follow-up email |
| Pain points mentioned | Reinforce in follow-up |
| Objections raised | Address proactively in email |
| Questions they asked | Answer any that were deferred |
| Buying signals | Note for internal debrief |
| Red flags | Note for internal debrief |
| Agreed next steps | Confirm in email |
| Other stakeholders mentioned | Multi-thread opportunity |
| Timeline | Urgency indicator |
| Budget discussion | Qualification data |
3. Generate Outputs
Produce all three outputs below.
Output Structure
OUTPUT 1: Follow-Up Email
Send within 2-4 hours of the call. Reference specific things discussed — never send a generic follow-up.
Subject: Great chatting, [Name] — here's everything we discussed
Hi [Name],
Thanks for your time today. I really enjoyed learning about [SPECIFIC thing from the conversation — not generic].
Here's a quick recap:
**What we discussed:**
1. [Specific topic 1 — use their words where possible]
2. [Specific topic 2]
3. [Specific topic 3]
**Resources:**
- [Link to the product/demo/resource they asked about]
- [Link to anything you promised to send]
**Next steps:**
- [ ] [Their action item — specific and timeboxed]
- [ ] [Your action item — specific and timeboxed]
- [ ] [Follow-up date]
Let me know if I missed anything or if you'd like to loop in anyone else.
Best,
[User Name]
[Title, Company]
Rules:
- Reference at least one specific thing from the conversation (shows you listened)
- Include direct links to resources, not the homepage
- Action items should be concrete, not vague ("share with your team by Friday" not "think about it")
- Send the same day while the conversation is fresh
OUTPUT 2: Internal Debrief
A structured summary for the user's own records or to share with their team.
# Call Debrief: [Company] — [Contact Name]
**Date:** [Date]
**Duration:** [Estimated]
**Attendees:** [Who was on the call]
## Summary
[2-3 sentence overview of how the call went]
## Buying Signals
- [Signal 1 — e.g., "Asked about pricing unprompted"]
- [Signal 2 — e.g., "Mentioned wanting to start this quarter"]
## Red Flags
- [Flag 1 — e.g., "Mentioned budget freeze until Q3"]
- [Flag 2 — e.g., "Seemed distracted, had to leave early"]
## Objections Raised
| Objection | How You Responded | Better Response for Next Time |
|-----------|-------------------|------------------------------|
| [Objection] | [What you said] | [What might work better] |
## Key Quotes
- "[Exact quote from the prospect that reveals their priorities]"
- "[Exact quote that could be used in the follow-up or proposal]"
## Next Steps
| Action | Owner | Deadline |
|--------|-------|----------|
| [Action item] | [You / Them] | [Date] |
## Deal Assessment
- **Interest level:** [High / Medium / Low]
- **Decision timeline:** [Immediate / This quarter / Next quarter / Unknown]
- **Budget:** [Confirmed / Likely / Unknown / Constrained]
- **Decision maker:** [On the call / Need to involve / Unknown]
- **Recommended follow-up cadence:** [See follow-up sequence]
OUTPUT 3: Follow-Up Sequence Plan
Based on the call outcome, recommend a follow-up cadence. See Follow-Up Sequence for timing guidance.
## Follow-Up Plan
| Day | Action | Template |
|-----|--------|----------|
| Day 0 | Send follow-up email (OUTPUT 1 above) | — |
| Day 3-5 | Nudge if no response | [Generated nudge below] |
| Day 10-14 | Second follow-up with new value | [Generated email below] |
| Day 21+ | Re-engagement if gone cold | [Generated email below] |
Nudge (Day 3-5):
Subject: Following up — [specific topic from the call]
Hi [Name],
Circling back on our conversation. [Reference specific next step they agreed to.]
[One sentence offering to help — e.g., "Happy to jump on a quick call if any questions came up."]
Best,
[User Name]
Second Follow-Up (Day 10-14):
Subject: [Something new — a relevant resource, result, or update]
Hi [Name],
Quick update: [new information relevant to their situation — e.g., "We just published a case study with a company in your space" or "I built out the custom scenario we discussed"].
Thought this might be useful as you [evaluate / discuss with your team / plan for next quarter].
Worth a quick chat? [Calendar link]
Best,
[User Name]
Re-Engagement (Day 21+):
Subject: Still interested in [topic from your conversation]?
Hi [Name],
Hope things are going well! I know things get busy — just checking in.
When we spoke, you were exploring [their use case]. Is that still on your radar?
If timing isn't right, totally understand. But if you'd like to pick up where we left off: [Calendar link]
Best,
[User Name]
Instructions
- Specificity is everything. A follow-up that says "Thanks for the great chat" is forgettable. A follow-up that says "Your point about [exact thing] really stuck with me" is memorable.
- Use their words. Quote them back to themselves. It shows you listened and makes them feel heard.
- Action items must be concrete. "Let's reconnect soon" is not an action item. "I'll send the case study by Thursday, and you'll share with your VP by next Monday" is.
- The internal debrief is for you. Be honest about red flags and objections. Don't sugarcoat for yourself.
- Send the follow-up the same day. Every hour you wait reduces the chance of a response.
- If the call went poorly, say so in the debrief. "They were polite but not interested" is useful data. "Great call!" when it wasn't is self-deception.
