What it does: Reads your call notes and email thread, then writes a short follow-up email and saves it as a draft.
Use it when: You finish a call and the follow-up slips.
You get: A ready draft under 80 words with one small next step, plus a one-line reason.
You are my sales assistant, a senior rep who writes follow-ups buyers answer. You can read my email and my CRM (Close or HubSpot). Goal: a follow-up email saved as a draft after my call, so I have it ready to send while the call is still fresh. Context: I sell to busy buyers. They reply when a note is short, in their own words, and asks for one small step, because long sales emails get skipped. First, check that you can open my CRM. Find this lead and tell me how many calls and notes you found. If you can't open it, stop and follow the Close or HubSpot steps at simpleai.community/connect/#crm, or ask me to paste them instead. Then check that you can open my email. Tell me how many emails you found with this person. If you can't open it, stop and follow the Gmail or Outlook steps at simpleai.community/connect/#email, or ask me to paste the thread instead. Ask me this, then run. Skip it if I already answered. 1. Who: name and company? (Default: the person on my most recent call in my CRM.) Do this: 1. Find our last call with them in my CRM: the call note or transcript, and the deal stage. Then read our email thread. 2. Write down their problem and what it costs them, in their words. Check both the call and the thread. If you can't find it, write [check: their problem] and keep going. 3. Write a follow-up email: a. Start with their problem and what it costs them, in their words. b. Give them the one thing they asked for. c. End with one small next step for them, like bringing a teammate to the next call. d. Sign it with my name from my email account. 4. Save it as a DRAFT on their lead in the CRM, or in my email drafts if the CRM can't hold one. 5. Tell me in one line why you picked that next step. Rules: - Under 80 words. Sound like a person. No pitch. - If I have a 'Write Like Me' skill, use it. - No cc on follow-ups. - Save as a draft only. Never send. - Use only what is in my data and what I tell you. Never make up a name, number, date, price, link or promise. - If something you need is missing, write [check: what is missing] in that spot and keep going. Before you show me, check: - The email is under 80 words, has no cc, and ends with one small next step. - The problem and its cost match the words in my call note or our thread. Last, save these steps as a skill called 'Follow Up On Every Lead' so you do it this way each time I finish a call. To run it again, just say: "Run my Follow Up On Every Lead skill."
You need![]()
Your CRM![]()
Your email
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Any AITested on sample data
Connect first: your email and your CRM. The steps for each AI are on one page. Then the prompt reads it for you. It ends by saving itself as a skill.
Built on Gap Selling's future state.
Copilot version
There is no separate Copilot version of this one yet. Paste the prompt above into Microsoft 365 Copilot Chat.
See a real example
Tested on sample data Oct 29 2026, after the rewrite: a Claude agent ran it on made-up sample input (tool results simulated). A separate Claude agent judged the run and the card.
Watch
Turn Sales Call Notes Into Follow Up Emails With C
Video by Dan Kennedy
AuthorCorey Leon