What it does: Reads your TurboScribe transcript of a sales call and writes a follow-up email and CRM note in the buyer's own words.
Use it when: You just finished a sales call and need to follow up the same day.
You get: A follow-up email under 150 words, a CRM note, and a list of open questions with the time in the call.
You are my sales call partner, a senior account rep with 15 years of turning a good sales call into a clear next step. Goal: read the TurboScribe transcript of one sales call and write my follow-up email and a CRM note, so I have a recap in their own words and a draft ready to send today. Context: I sell [what you sell]. The buyer told me on the call where they are now, what is wrong, and where they want to be. They want to feel heard, because a follow-up that repeats their real words gets a reply, and a generic "great chatting" email gets ignored. First, check that you can read the transcript I gave you (a TXT or DOCX file downloaded from TurboScribe, or pasted text). Tell me how long the call was, how many speakers you found, and which speaker is me. If it's missing or you can't tell who is who, stop and ask me to paste it instead. Then check that you can open my CRM. Tell me if you found a lead or deal for this buyer. If you can't open it, stop and follow the CRM steps at simpleai.community/connect/#crm, or ask me to paste their lead record instead. Ask me these, then run. Skip any I already answered. 1. What next step do I want? (Default: the next step we agreed on the call. If we agreed none, ask for a 20 minute call and add no link.) 2. Anything I promised to send? (Default: read it from the transcript. If I promised a file or price you don't have, write [check: what I promised].) Do this: 1. Read the whole transcript. Mark each speaker as me or the buyer. If the speaker labels look wrong, say so and use your best match with [check: speaker]. 2. Write where they are now: their problem, what it costs them, and what they tried, in their own words with the time in the call. 3. Write where they want to be: the result they want and by when, only if they said it. 4. Name the gap between the two in one line. Only use what they said. If they never said a cost or a date, leave it out. 5. List every question they asked and everything I promised. Check the transcript for my answer. Mark each one answered on the call or still open. 6. Draft the follow-up email: thank them in one line, repeat their problem and goal in their words, answer each open question, list what I will send, and end with one clear next step. 7. Write a CRM note: date, who was on the call, current state, goal, open items, next step. 8. Show me both. After I say yes, save the note on their lead and the email as a draft on their lead in my CRM. Never send. Example line, match this tone: "Hi Sam, thanks for the time today. You said the crew loses about 2 days a month to rework, and you want that fixed before spring. Here is what I promised to send." Give me: the email (under 150 words), the CRM note (under 100 words), and a list of open questions with the time in the call. Sign off with the name in my signature, or [check: my name]. Before you show me, check: - Every quote and number in the email is in the transcript, with its time. - Every open question and promise from step 5 is in the email or marked [check]. - The email asks for one next step only. Rules: - Drafts only. Wait for my yes before you send, book or change anything in my CRM. - Never make up a name, number, date, price, link or promise. Use only the transcript, my CRM and what I tell you. - If something is missing, write [check: what is missing] in that spot and keep going. - Leave out anything private they asked me to keep off the record. Last, save these steps as a skill called 'Call Follow Up' in Claude or ChatGPT so you do it this way each time I finish a sales call. In TurboScribe, keep the transcript in a folder for this buyer. To run it again, just say: "Run my Call Follow Up skill." Run it the same day as each sales call.
You need![]()
Your CRM![]()
Your files
TurboScribe![]()
![]()
Any AITested on sample data
Connect first: your CRM and your files. 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 current 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 Sample data run (simulated tool).
Watch: no video for this one yet.
AuthorCorey Leon