Kits Ventes
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Sales Follow-up Kit
Every sales call ends with a sent follow-up, a dated next step and a clean CRM note.
Avant: northwind call w/ dana ruiz (vp ops). they're in chicago. 20 seats. dana: "we cannot do another six-week onboarding". told her we go live in 5 business days. CFO mark signs >10k. acme came in cheaper?? I owe onboarding plan + pricing. dana wants mark next time, thu or fri?
Après: Subject: Northwind: 5-day onboarding plan and pricing Hi Dana, You said you cannot do another six-week onboarding, so the attached plan gets 20 seats live in 5 business days. Pricing for 20 seats is attached too, so you and Mark have both in one place. Would Thu Oct 8 at 1:00 PM CT or Fri Oct 9 at 10:00 AM CT work for 30 minutes with you and Mark? Jordan
Sales Follow-up Bot
A Grok Bot that checks your pipeline at 8 AM and drafts every follow-up and nudge.
Avant: Thu Oct 15, 8:00 AM ET. Gmail: Acme proposal sent Tue Oct 6, no reply. Orbit pilot plan sent Fri Oct 9, no reply. Fernway redlines with their legal team since Sep 29, close date was Sep 30. Plus 26 vendor, newsletter and internal threads.
Après: 1. Fernway, Negotiation: legal has had the redlines 12 business days and the Sep 30 close date has passed. Decision for you: ask Elena to set a date with legal, or move the close date? 2. Acme, Proposal, Lena Ortiz: you sent last Tue Oct 6 (7 business days). Next: Nudge 1, new value: Answer, the SOC 2 report for Raj. 3. Orbit, Demo, Sam Patel: you sent last Fri Oct 9 (4 business days). Next: Nudge 1, new value: Asset, a sheet with his 9-day, 4-person close.
Sales Follow-up Dot
Your ChatGPT dot drafts the follow-up and CRM note after every sales meeting.
Avant: You call your dot from the car at 11:40: "Lumen. Six clinics, two more in spring. New-patient no-shows are 18 percent, she wants under 10. Spreadsheet and phone tree. Needs a BAA. Next is a demo for her clinic managers. I said I'd send a case study."
Après: Subject: Lumen: cutting no-shows below 10% Hi Ava, Thanks for the detail on the six clinics, especially the 18% no-show rate on new-patient visits and your goal of getting it under 10% before the two spring openings. What I heard: - Any vendor has to sign a BAA [confirm we sign BAAs] The case study is attached. Would Tue Oct 13 at 10:00 AM CT or Wed Oct 14 at 2:00 PM CT work for a 30-minute demo with your clinic managers? Jordan
Sales Follow-up Skill
Turn messy call notes into a follow-up email, a CRM note and a dated next step.
Avant: Acme went quiet. Proposal sent Tue Oct 6 to Lena Ortiz: 40 seats, $28,800/yr. On the demo, Raj (their security lead) said nothing goes live without a SOC 2 report. We can share ours under NDA. Today is Mon Oct 12. Write the nudge.
Après: Subject: reply in thread (Acme proposal: 40 seats, annual) Hi Lena, Raj said on the demo that nothing goes live without a SOC 2 report. Ours is ready to share under NDA, so his review can start now instead of after you sign. Should I send the NDA to Raj directly, or would you rather loop him in? Jordan
C'est souvent à l'étape de la relance que les affaires meurent en silence. Ces Kits transforment des notes d'appel brouillonnes en e-mail de relance précis, en prochaine étape datée et en résumé prêt pour le CRM, pour que votre pipeline continue d'avancer.