Guides › Sales & Leads
Turn every sales call into clear next steps
After each call, get a summary of what the prospect needs, their concerns, agreed actions and a ready-to-send follow-up email.
When to use it
Straight after every sales call
Step by step
Ask before you record
Tell the prospect at the start that you'd like to take notes with an AI tool and check they're happy. If not, take handwritten notes instead.
Get the notes or transcript
If your plan includes Zoom AI Companion or Google Meet's 'Take notes for me', switch it on for the call. Otherwise, record a voice note of your key points right after the call.
Turn them into a summary and email
Paste the transcript, AI notes or your voice note text into your AI assistant with this prompt.
Prompt to copyHere are notes from a sales call with [prospect role] at [company]: [paste]. Give me: 1) Their situation in 3 lines, 2) Needs and goals, 3) Concerns or objections, word-for-word where possible, 4) Budget and timing if mentioned, 5) Agreed next steps with who and when, 6) My honest read of how likely they are to buy and why. Then write a follow-up email under 150 words that thanks them, recaps what we agreed in bullet points and confirms the next step. British English.Send and log it
Send the follow-up the same day and paste the summary into your lead sheet or CRM notes.
What you get
Needs: shopfront signage before July opening. Concern: 'last sign company was months late'. Budget: around £1,800. Next steps: I send 3 design ideas by Fri; they confirm sizes by Wed. Likelihood: high, firm deadline and budget. Email: 'Thanks for your time today, Raj. As agreed...'
Tips
- Always check AI meeting notes for names and numbers before sending them to a client.
- Store notes on prospects securely and delete them if the deal doesn't go ahead and you no longer need them.