AI Sales Follow-Up Workflow

5 steps to a reviewable draft

1. 01

   Confirm the notes

   Separate decisions, actions and unresolved questions from the call record.

   Result: A confirmed note set.

2. 02

   Check commercial facts

   Verify price, dates, scope and links before they enter the draft.

   Result: A fact boundary.

3. 03

   Draft the follow-up

   Ask for a short message with owners and missing details marked.

   Result: A factual follow-up draft.

   Your prompt

   Copy prompt

   Draft a sales follow-up. Confirmed notes: {{notes}}. Approved offer facts: {{facts}}. Required next action: {{action}}. Return summary, commitments, questions and sender check. Mark unknown details [TO CONFIRM]. Do not invent buyer agreement, dates, pricing or product claims.

   Example input

   Buyer asked for a proposal; pricing remains pending.

   Example output

   Proposal timing: [TO CONFIRM]. Next action: seller sends approved scope.

4. 04

   Compare with the call record

   Check every commitment and date with the notes.

   Result: A message that does not create false agreement.

5. 05

   Send through approval

   Save the final message with the opportunity record.

   Result: A traceable follow-up.