Sales Follow-up

The work after a sales call is often more than the call itself, and owners running their own sales tend to do less than half of it on a busy day. The Sales Follow-up reads your call summary, updates the deal in your CRM, and drafts the follow-up email in your tone — before you're back at your desk.

What it does

After every meeting, the agent pulls the transcript or summary from your note-taker, identifies what was said about pricing, timeline, decision-makers, and next steps, and updates the matching CRM record. It moves the deal to the right stage if you've named the criteria for each stage. Then it drafts a follow-up email that references the specific things you said you'd send. The email lands in your drafts folder ready to edit and send.

What it needs

• —A meeting note-taker that produces text summaries (Fireflies, Otter, Granola, Fathom, or similar)
• —A CRM with API access and a clear set of named pipeline stages
• —5-10 follow-up emails you've sent in the past, so the agent can learn your tone
• —Authorization for the agent to read summaries and write to the CRM

What the output looks like

Two things show up after each call. First, the CRM record reflects the conversation: the deal stage matches reality, the next-step field has your actual commitment, and any colleagues the prospect mentioned appear as new associated contacts. Second, a draft email is waiting in your address, addressed to the prospect, opening with a line that references the specific moment ("Thanks for walking me through the migration constraint on Tuesday") and followed by the things you said you'd send.