Try this AI prompt to make your life a little bit easier.
Dialing for dollars is not easy. What is the number one thing that we’ve heard sales reps dread in the sales process?
Follow-up. And consistent follow-up. Statistics show that the average sale requires at least 5 follow-up calls (which are preceded by follow-up emails 😉).
You know you need to do it, but it is oh so easy to procrastinate. Want to streamline the process? Try the below prompts in claude.ai.
Intro Call Follow-Up
I’m going to provide you with meeting notes from a discovery/intro call with a prospect who is a [role] at [prospect’s company]. The ultimate end-goal is to sell [your company’s product] to [prospect’s company].
Please provide a succinct, yet detailed follow-up email to be sent to [prospect’s name] in the following structure: recap, actions, next steps, recommended resources.
Notes below: [paste your notes into Claude]
Bonus: If your company uses a transcription tool like Gong or Clari - you can use the transcripts to feed into Claude for an even more detailed recap. If you do this, tell Claude that you’re sharing a call transcript.
Demo Call Follow-Up
I’m going to provide you with meeting notes from a virtual demo with a prospect who is [title] at [prospect’s company], their name is [prospect first name].
My goal is to sell [your company’s product] from [your company name] to [prospect’s first name].
Please provide a succinct and detailed follow-up email to be sent to [prospect’s first name] in the following structure: recap, actions, next steps, recommended resources.
Finally, if there are any relevant use cases for [prospect’s company] based on recent news or current events, please note them as well.
And voilà - an eloquent, comprehensive follow-up email based on your notes in seconds!
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Originally posted on ReveNews Sales blog. You can subscribe here!
