Follow up after a sales call

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

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

    • The customer's needs, objections, budget, timing and decision makers are noted where the notes mention them.
    • Every next step in the notes is listed.
  2. Confirm next steps with you

    • Every next step has an owner and a date.
  3. Draft the follow-up

    • The email has at most 200 words and lists every next step with its owner and date.
    • Every commitment in the email appears in the notes.

Good for

Startups, agencies and consultancies and firms

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