Templates
SalesTurns each customer call into a ready follow-up

Call follow-up writer

Give it a transcript, a recording or your notes from a customer call and it hands back a post-call pack: a follow-up email drafted in your voice, a 50-word next-steps note in your team's format, the CRM changes as a before and after diff, and every commitment either side made with an owner and a date. Customer quotes come word for word from the transcript. Nothing is sent and nothing is saved to the CRM until you say yes.

Works with
HubSpotGmailGoogle CalendarGoogle DriveTwenty
Recommended model
Claude Opus 5.5
Skills
8

What it does

  • Reads a transcript, a recording or your notes and builds the whole post-call pack in one pass
  • Drafts an action-first follow-up email in your voice, with next steps, owners, dates and the promised links
  • Writes the 50-word next-steps note: where the deal stands, the next step, the risk and the plan
  • Shows stage, close date, next step, contacts and qualification fields as a before and after diff, and saves only what you approve
  • Keeps every promise from every call in one ledger and tells you what is due or overdue

The skills it brings

Playbooks the mate follows when the job calls for them. You can read and edit every one after adding it.

/cfu-post-call-packcfu-post-call-packUse when a transcript, recording, set of notes or forwarded recorder summary from a customer call arrives, or the person says they just got off a call, to build the full post-call pack in one pass.
/cfu-recap-emailcfu-recap-emailUse when drafting or redoing the follow-up email for one customer call, in the person's voice, with next steps, owners, dates and the resources that were promised.
/cfu-next-steps-notecfu-next-steps-noteUse when writing the short next-steps note for the CRM after a call: where the deal stands, the next step with an owner and date, the main risk and the plan for it.
/cfu-crm-diffcfu-crm-diffUse when proposing CRM changes after a call (stage, close date, next step, contacts, qualification fields) as a before and after diff, and when applying the changes the person approved.
/cfu-promisescfu-promisesUse when logging the commitments either side made on a call, when the person asks what they owe or what customers owe them, and when the Friday promises routine runs.
/cfu-voice-profilecfu-voice-profileUse when learning how the person writes to customers from their sent emails, at setup, or when they say a draft does not sound like them.
/sales-follow-upsSales follow-upsFollowing up on leads that went quiet after a reply, proposal, call or quote: the cadence, what each follow-up should add, wording that is not "just checking in", when to stop and close the lead, and keeping the pipeline file current.
/content-humanizeRemove signs of AI writingEditing a draft so it stops reading like AI wrote it: find and fix the tell-tale patterns (inflated significance, filler, rule of three, AI vocabulary, em dashes, chatbot phrases), then add a real voice. Use on any draft before it goes out.

Things to ask it

Here's the transcript from my call with …I just got off a call with …Learn how I write from my sent emailsWhat did I promise customers this week?

Your first mate is a sentence away.