Sales Follow-up Skill
Turn messy call notes into a follow-up email, a CRM note and a dated next step.
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Proposal went quiet: a nudge with something new, not a bump
Antes
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.
Depois
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
Messy discovery notes in, follow-up, CRM note and reminder out
Antes
northwind call mon 10/5 11am w/ dana ruiz (vp ops) + priya from IT. they're in chicago - 20 seats to start, maybe 35 when the warehouse team joins in Q1 - last tool took 6 wks to onboard. dana: "we cannot do another six-week onboarding" - told her we usually go live in 5 business days under 50 seats - okta SSO is a must. priya asked about SCIM?? didnt know - has to be live before jan 4, new fiscal yr ops plan - CFO mark signs anything over 10k - also talking to acme, "they came in cheaper" no number - i said id send the onboarding plan + pricing for 20 - dana wants to bring mark next time. thurs or fri?
Depois
EMAIL Subject: Northwind: 5-day onboarding plan and pricing To: Dana Ruiz [confirm address] Cc: Priya [confirm surname and address] Attach: onboarding plan, pricing for 20 seats [confirm attachment] Send: today, Mon Oct 5, by 4:00 PM CT Hi Dana, You said you cannot do another six-week onboarding, so the attached plan gets 20 seats live in 5 business days, with Okta SSO as part of the setup [confirm]. What I heard: - 20 seats now, possibly 35 when the warehouse team joins in Q1 - Live before Jan 4, when the new fiscal year ops plan starts - You want Mark in the next conversation 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 CRM NOTE Deal: Northwind, 20 seats (35 possible in Q1) Stage: Discovery (unchanged; moves to Demo when Mark's call is booked) Amount: [confirm] (20 seats at list price) Close date: Wed Dec 9, 2026 [confirm] (inferred: a Mon Dec 14 kickoff finishes the rollout before the holidays and Jan 4) Contacts: Dana Ruiz, VP Operations, Champion; Priya, IT, Technical buyer; Mark, CFO, Economic buyer (not met) Pain: Last tool took 6 weeks to onboard; must be live before the Jan 4 fiscal year start Their words: "We cannot do another six-week onboarding." (Dana) Decision: Dana recommends; Mark signs anything over $10k. Steps after that: Gap Objections: onboarding time (5-day plan sent); Okta SSO required (confirm support); SCIM (Priya, open) Competition: Acme, "came in cheaper", number unknown Next step: Thu Oct 8 or Fri Oct 9, 30-min plan and pricing review with Dana and Mark (CFO), owner Jordan Risk: Mark not met yet; Acme has anchored a lower price Gaps: Acme's number; budget; security or procurement review Summary: Discovery with Dana Ruiz (VP Ops) and Priya (IT). 20 seats now, 35 possible in Q1, live before Jan 4; Okta SSO required. Main concern is onboarding time after a 6-week rollout. Sent the 5-day plan and pricing; next step is a review with CFO Mark. REMINDER Check: Wed Oct 7, 12:00 PM ET (one business day before the first proposed slot) If no reply: release the holds. On Thu Oct 8, send Nudge 1 with two new times; new value Answer: the SCIM answer for Priya If they reply: send the invite for the slot Dana picks, with Mark added, once you approve Hold: Thu Oct 8, 2:00 to 2:30 PM ET and Fri Oct 9, 11:00 to 11:30 AM ET (tentative; create only after you approve) CONFIRM 1. Is the onboarding plan written, and is 5 business days right for 20 seats with Okta SSO? 2. Do we support Okta SSO today? 3. Do you know the SCIM answer yet? If yes, add one line for Priya; if not, it becomes Nudge 1's new value. 4. Email addresses for Dana and Priya, and surnames for Priya and Mark.
Proposal quiet for 4 business days: a nudge that adds new value
Antes
Acme went quiet. Sent the proposal Tue Oct 6 to Lena Ortiz (Head of RevOps): 40 seats, $28,800/yr. On the Sep 29 demo, Raj Mehta (their security lead) said nothing goes live without a SOC 2 report. We have a SOC 2 Type II report and can share it under NDA. They're in Seattle, I'm in New York. Today is Mon Oct 12, 8am. Write the nudge.
Depois
EMAIL Subject: reply in thread (Acme proposal: 40 seats, annual) To: Lena Ortiz <[email protected]> Cc: none Attach: none (the report goes out once the NDA is signed) Send: today, Mon Oct 12, by 10:00 AM PT Hi Lena, Raj said on the Sep 29 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 CRM NOTE Stage: Proposal (unchanged since Tue Oct 6) Objections: security review (SOC 2 offered under NDA; Raj owns the review) Next step: Thu Oct 15, NDA signed and SOC 2 report sent to Raj, owner Jordan Risk: security review not started 4 business days after the proposal Summary: No reply to the Oct 6 proposal after 4 business days. Nudge 1 offers the SOC 2 report under NDA so Raj's review can start before signature. REMINDER Check: Thu Oct 15, 9:00 AM ET (3 business days after Nudge 1, Proposal cadence) If no reply: Nudge 2 to Lena with new value Deadline, worked back from her end-of-Q4 goal [confirm go-live date]; then a second-contact email to Raj If they reply: send the NDA the same day, then the report once it is signed Hold: none
A 20% discount request becomes a decision for you, not a promise
Antes
Email from Elena Park (VP Finance, Fernway), Wed Oct 14: "Jordan, we're close. Our CFO wants 20% off the $38,000 to sign this month. Can you make that work? Elena" My notes: we're in negotiation. She asked about a 2-year term two weeks ago. I can't approve discounts, my manager can. I'm in New York.
Depois
DECISION Deal: Fernway, Negotiation, $38,000/yr They asked: "Our CFO wants 20% off the $38,000 to sign this month." (Elena Park, Wed Oct 14) Options: (a) Hold the price; offer a later start or phased seats at the same price [confirm allowed] (b) A smaller discount in exchange for the 2-year term Elena asked about [confirm amount with your manager] (c) A discount in exchange for annual prepayment and signature by Fri Oct 30 [confirm with your manager] Trade: whatever you give, get two of: a longer term, prepayment, signature by a date, a case study or a reference call Recommendation: (b). Elena already raised a 2-year term, so the trade costs her nothing new. Needed by: Mon Oct 19, so your manager can approve and Elena has options by Tue Oct 20 EMAIL Subject: reply in thread (Fernway order form) To: Elena Park <[email protected]> Cc: none Attach: none Send: today, Wed Oct 14, by 4:00 PM ET Hi Elena, Thanks for being straight about where your CFO is. Let me see what is possible and come back to you by Tue Oct 20 with options. So the options fit: is signing by Oct 30 firm on your side? Jordan CRM NOTE Stage: Negotiation (unchanged) Objections: price, 20% requested by the CFO to sign in October (DECISION pending with your manager) Next step: Tue Oct 20, send Elena pricing options, owner Jordan Risk: discount requested with no trade offered yet Summary: Elena asked for 20% off $38,000 to sign this month, for her CFO. Holding reply sent; options go to your manager first, answer promised by Tue Oct 20. REMINDER Check: Mon Oct 19, 12:00 PM ET (one business day before the date you promised Elena) If no reply: you owe the next move. Send the approved options on Tue Oct 20 either way If they reply: add her answer to the DECISION before your manager decides Hold: none
O que vem no Kit
- sales-followup.zip
Sobre este Kit
Paste your call notes or a transcript and get back, in under two minutes, a follow-up email the prospect can answer in one line, a CRM note your manager can forecast from, and a dated reminder for the next touch. Built for people who sell, in Claude, ChatGPT, Codex or Cursor.
The same skill keeps the deal moving after the call: post-demo recaps, proposal follow-ups, nudges that add something new each time, a clean break-up email when a deal goes dark, objection replies and a prep brief before your next meeting.
What you get
- The skill (
SKILL.md): 12 situations, from "just got off a discovery call" to "they asked for 20% off", each with a fixed workflow and the exact blocks it returns: EMAIL, CRM NOTE, REMINDER, plus DECISION, PREP BRIEF, PIPELINE and CONFIRM when needed. - Cadence rules by deal stage: when to nudge at Discovery, Demo, Proposal, Negotiation and Closing, when to send the break-up, and 11 overrides for real life (out-of-office replies, "back after the 15th", something you owe by Friday, quarter end).
- The value ladder: seven kinds of new value (Answer, Asset, Proof, Access, Insight, Deadline, Question), so no nudge is ever "just checking in".
- Objection library: 15 objections, from "too expensive" to silence after the proposal. For each: what it usually means, the question to ask, and the sentence for the email.
- Email templates T1 to T10 with word limits and filled-in examples, plus a "say this, not that" table.
- Subject line bank: 40+ subjects by situation, the rule for when to start a new thread, and bad subjects rewritten.
- CRM field map for HubSpot, Salesforce and Pipedrive: field names, stage map, buying roles and a two-minute paste order.
- A worked example: real-looking Northwind notes turned into finished outputs, then the same deal's proposal nudge eleven days later.
How it behaves
- It drafts with what you gave it. Facts it cannot see come back as
[confirm], with a short question list, instead of a guess. - Every email has one ask and two specific times in the prospect's time zone.
- Every date is checked against its weekday, and every reminder counts business days.
- Your private read on the deal (weak champion, price sensitive) stays in the CRM note and never reaches the email.
Who it is for
- Account executives and founders who run their own deals and lose some to slow or generic follow-up.
- Sales managers who want every rep's follow-ups and CRM notes in one format.
- Consultants and agency owners who sell services through calls and proposals.
What it will not do
- Send anything. It writes drafts; you press Send.
- Read your inbox, calendar or CRM. You paste notes, transcripts or threads in. For a teammate that reads Gmail and Google Calendar on a schedule, see the Sales Follow-up Bot (Grok) or the Sales Follow-up Dot (ChatGPT).
- Offer discounts, change terms, or answer legal and security questions. Those come back to you as a DECISION, with a holding email that commits to nothing.
- Invent customers, case studies, prices or deadlines.
- Write cold outreach or bulk sequences. It assumes a real conversation happened.
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