Post-call follow-up email and CRM notes (two-step)

Use this right after a call. Paste your rough notes or the transcript, and get clean CRM notes and a follow-up email that recaps what you heard and confirms the next step, ready in two minutes.

What you'll fill in

• [call notes or transcript] Your rough notes or the call transcript e.g. “(transcript from your meeting recorder)”
• [contact name and role] Who you met e.g. “Sam Patel, Managing Partner, Northwind Bookkeeping”
• [agreed next step] What you agreed to do next, if anything e.g. “Demo with both partners next Thursday at 2 p.m.”
• [your name] Your name for the sign-off e.g. “Alex”

The prompt

Steps: Step 1 — Clean CRM notes → Step 2 — Follow-up email

How to use it

1. Open a new chat in Claude (the others work too).
2. Paste step 1 and replace every [bracket] with your details.
3. When it replies, paste the next step in the same chat.
4. Review the output, check any facts, and edit to taste.

Why Claude: Claude is strong at summarizing long transcripts accurately and writing natural-sounding emails.

Tips

3 tips for this prompt come with the pack.

Example output

Preview of the example output. The full example comes with the pack.

Try a free prompt from the same pack

One-page prospect research brief

Use this 10 minutes before a call. Paste the prospect's website copy, LinkedIn About section and any notes, and get a one-page brief that tells you what they do, what they likely care about and where you fit.

You are a senior account executive helping me prepare for a sales call. Build a one-page prospect brief using ONLY the research I paste below. You do not have live access to the internet unless browsing is turned on, so do not invent facts, funding, headcount or customers. If something is not in the material, write "Unknown — ask on the call."

Prospect company: [prospect company]
Person I am meeting: [contact name and role]
What I sell: [what you sell]

Research (pasted):
"""
[pasted research]
"""

Produce the brief with these sections:
1. Company in two sentences — what they sell, to whom, and how they seem to make money.
2. Signals worth noticing — 3 to 5 specific details from the research (new product, hiring, expansion, a complaint, a priority the contact posts about). Quote or cite the line each one comes from.
3. Likely priorities for [contact name and role] — 3 bullets, each labelled "Stated" (in the source) or "Inferred" (your reasoning, with one line on why).
4. Where we might fit — 2 or 3 plausible problems my offer could solve for them, ranked by how strongly the research supports it.
5. Risks and unknowns — what could make this a poor fit, and the facts I still need.
6. Three conversation openers that reference something specific from the research, without sounding like I stalked them.

Keep the whole brief under 400 words. Use short bullets. Be honest when the evidence is thin.

FAQ

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