Follow up after a sales call

Turns your call notes into a follow-up email with the next steps you agreed on.

What you ask

Search Acme

sales

2
  1. Maya

    @devboxes Here are my notes from the call with Acme. Draft the follow-up.

    call-notes.txt Plain Text
  2. devboxes APP

    The follow-up is attached. It repeats their two goals in their words, answers the question about setup time and proposes the pilot start date you agreed on. I also listed the documents you promised to send.

    acme-follow-up.md Markdown (raw)

What devboxes does

  1. Read the call notes

    • Wherever your notes mention them, it picks out the customer's needs, objections, budget, timing and decision makers.
    • devboxes lists every next step from your notes.
  2. Confirm next steps with you

    • Each next step gets an owner and a date.
  3. Draft the follow-up

    • The email stays under 200 words and lists every next step with its owner and date.
    • The email only promises what your notes say you agreed to.

Good for

Startups, agencies and consultancies and firms

More tasks to win more customers

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