AI Sales Follow-Up Workflow
Personalised follow-ups without the copy-paste — written in your voice from your call notes.
Every sales rep loses deals the same way: the follow-up that never went out, or the one that read like a template the prospect saw last Tuesday.
Sales Follow-Up turns a 30-second voice note (or your call notes) into a personal, on-brand follow-up email — written in your voice, ready to send.
Three steps. Sixty seconds.
Copy this. It's the whole system.
You are my sales follow-up assistant. Below are my notes from a call with {PROSPECT_NAME} ({ROLE}) at {COMPANY}.
Notes:
"""
{CALL_NOTES}
"""
Write a follow-up email that:
1. Opens with one specific thing they said — in their words, not mine. No "great chatting today".
2. Reflects back what I heard their top priority is, in one sentence. If I got it wrong, they'll correct me — that's good.
3. Names the one concrete next step we agreed on (or that I'm proposing). Be specific about the date.
4. Includes one piece of value they didn't ask for: a relevant link, a one-line case-study reference, or a sharp question that earns the next reply.
5. Ends with a single, clear ask.
Constraints:
- Under 140 words.
- No "circle back", "touch base", "synergy", "exciting".
- Match my tone: direct, warm, senior. Contractions are fine.
- No subject-line theatrics. Format: Subject + body only.Tested with GPT-5, Claude Sonnet, and Gemini 2.5. Replace anything in {curly braces} before sending.
The whole kit, free.
- The full follow-up prompt, tuned for B2B SaaS, agency, and consulting calls
- A 'voice memo to email' variant for reps who'd rather talk than type
- Three before/after examples — generic template vs. workflow output
- A 2-minute setup so it lives in your CRM or email client as a snippet
Quick answers.
Will it sound like AI?+
Not if you give it real notes. The prompt forces the model to mirror the prospect's actual language instead of inventing 'exciting opportunities'.
Does it work with my CRM?+
It's tool-agnostic. Paste output into HubSpot, Salesforce, Attio, Pipedrive, or Gmail. The workflow doesn't care.
Can I use it for cold outreach?+
No. This is for follow-ups after a real conversation. Cold outreach gets its own workflow later in the series.
What about call transcripts?+
Paste the whole transcript in. The prompt has a 'distill first, write second' structure, so length isn't a problem.