What to provide
Consent-based call notes, prospect's stated priorities, commitments, and the agreed next meeting.
Starting prompt
From this call summary, write a follow-up email under 170 words. Recap the customer's stated problem, what we agreed to send, and the dated next step. Do not claim interest or budget we did not hear.
Trial case
Use notes with a promised document and a tentative next meeting. The email should state the document commitment while treating the meeting date as tentative until it is confirmed.
Review gate
A salesperson checks names, dates, attachments, and whether the recap reflects what the prospect actually said. Send through the normal CRM workflow.
How to score the result
Reply rate and whether next meetings happen on the agreed date.
Use the current approved source and keep it available to the reviewer. Check a small set of finished outputs against the previous process before adopting this workflow.
Related workflows
Explore ChatGPT Workflows for Small Business or the AI business strategy guide.