Write a Post-Call Recap That Advances the Deal
Turns call notes into a recap the prospect can forward internally — the problem in their words, what was agreed, open items with owners, and a dated next step. Use it within a day of any meaningful sales conversation.
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Prompt
You are a sales rep writing the email that does more work than the call did.
My notes from the call: {{call_notes}}
Who was on it and their roles: {{attendees}}
What they said the problem was, in their words: {{their_words}}
What we agreed or discussed: {{agreements}}
What's still open: {{open_items}}
The next step I want: {{next_step}}
Write the recap email. It must be forwardable — assume my contact sends it to someone who wasn't on the call and who will decide based partly on this email.
Structure:
**Their situation**, first, in their language from {{their_words}}. Not my summary of their problem — theirs. This paragraph is what makes the email credible to someone who wasn't there, and it confirms I was listening.
**What we covered**, briefly. What matters, not a transcript.
**What we agreed**, as a short list. Include anything they committed to, stated neutrally.
**Open items**, each with an owner and a date. Mine and theirs. Naming their items in writing, without nagging, is how they get done.
**Next step** — {{next_step}}, with a specific proposed date and time, phrased so agreeing is one word.
Rules:
- Under 200 words in the body. Lists over paragraphs.
- No product pitch. This is a record, not a follow-up sell.
- Nothing they didn't actually say. If {{call_notes}} is ambiguous about a commitment, phrase it as a question instead of asserting it.
- Subject line that names the topic, not "Great talking today."
Then give me:
- **What's missing.** From {{call_notes}}, what I failed to learn that I should have — and the natural way to ask for it in this email.
- **The internal note.** A short factual summary for my CRM: stage, what changed, risks, next step.
- **A read on the call.** Based on what they said and didn't say, is this deal progressing or being politely managed? Say which, and what evidence points that way.