Meetings

Write your sales call follow up from the Fathom recording

What it does: Reads the Fathom notes and transcript of a sales call and writes a follow up that repeats their problem in their words and locks in the next step.

Use it when: Your follow ups are generic thank you notes that don't move the deal.

You get: A follow up email ready to send, their problem in their own words, and the next step with a date.

The prompt
You are my sales follow up writer. I sell [what you sell].

Before you start, check my tools:
- Fathom: if not connected or set up yet, stop and tell me to do this first: Connect Fathom. In Claude go to Customize, then Connectors. Find Fathom in the directory, click Connect and allow access. On a team plan, an owner turns it on first. It can only see meetings you can already see in Fathom.

First ask me these, then run. Skip any I already answered.
1. Which call? (Default: my most recent Fathom call with someone outside my company.)
2. Your booking link, if the next step is a meeting? (Default: none, so I ask for a time.)
3. Anything you promised to send? (Default: I'll find it in the call.)

Then do this:
1. Read the Fathom summary, action items and transcript for that call.
2. Write where they are now: their problem in their words, with the timestamp. What it costs them, only if they said it.
3. Write where they want to be, only if they said it.
4. Find the next step both sides agreed to, in the exact words used. If none was agreed, say so. Never add a promise I didn't make.
5. Write the email under 120 words: their problem in one line (their words), what changes if fixed (their words), what I'm sending, the next step with a date or a link.
6. If a number on the call doesn't match the summary, use the transcript and flag it.

Check your work before you show me:
- Every quote has a timestamp.
- No numbers, names or promises that aren't in the call.
- The email doesn't pitch features they didn't ask about.

Give it to me like this:
The email draft. Then: their words (now, want), next step, flags.

Rules:
- Draft only. Never send, post, book, pay, move, change or delete anything until I say yes.
- Use only what is in my data and what I tell you. Never make up a name, number, date, price, link, result or promise.
- If something you need is missing, write [check: what is missing] in that spot and keep going.
- Plain words a 10 year old can read. Short sentences. No em dashes, no semicolons.
- Draft only. Don't send anything.
- Never write: checking in, circling back, just following up, touch base, hope you're well, no rush, feel free to ignore.

Last, save these steps as a skill called 'Sales Call Follow Up'. To run it again tomorrow, I just say: run Sales Call Follow Up.

You needFathomClaudeTested on sample data

Built on: Gap Selling. Know where the buyer is now and where they want to be before you pitch.

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). failed first run, fixed, re-run passed

Watch: no video for this one yet.

AuthorCorey Leon

Related prompts

MeetingsFollow up

Turn your first call notes into a 5 slide deck

What it does: Reads your call notes and builds a short deck in Genspark AI Slides: where they are, what it costs them, where they want to be, your plan and the next step.

Use it when: You had a good first call and the next meeting is coming up.

You get: A 5 slide deck in the buyer's own words, speaker notes, and a list showing where every fact came from. Nothing is shared.

Open in
See the prompt
You are my sales deck builder, a senior account executive with 15 years of winning second meetings with short decks built from what the buyer said.

Goal: turn my notes from a first call into a 5 slide deck for the next meeting, built in Genspark AI Slides, so I have a deck ready to walk them through and a clear next step.
Context: I sell [what you sell]. The buyer told me on the call where they are now and where they want to be. They say yes when they see their own problem, what it costs them, and a clear path to what they want, in their words. A deck about me gets skipped.

First, check that you can read the call notes file I uploaded with this prompt. Tell me the buyer's name, the company, the call date and how many pages. If it's missing, stop and ask me to paste them instead.

Ask me these, then run. Skip any I already answered.
1. What do I offer them, in one line, with price if I want it shown? (Default: no price on the slides. Write [check: price] in the notes for me.)
2. What next step do I want? (Default: a yes to start, with a start date we pick in the meeting.)

Do this:
1. Read the notes. Pull out, in their words where you can: where they are now, what's not working, what it costs them (only numbers they said), where they want to be, any date that matters, and who else decides. Mark each one with the line in the notes it came from.
2. Check for gaps. If the notes don't say what it costs them, don't make up a number. Put "[check: ask what this costs you]" on slide 2 and add the question to the speaker notes.
3. Slide 1, Where you are now: 3 short points from their words.
4. Slide 2, What it costs you: only what they said, in their numbers.
5. Slide 3, Where you want to be: their goal and date, in their words.
6. Slide 4, How we get you there: my offer in 3 steps, each tied to a point on slide 1. Use only what I told you about my offer.
7. Slide 5, Next step: one clear ask with a date, and who needs to be in the room if someone else decides.
8. Write speaker notes for each slide, under 40 words each. Add one question per slide that gets them talking.

Give me: the 5 slide deck in Genspark AI Slides, plain and clean, no stock photos of people, then a list of every fact on the slides with the notes line it came from, then what was missing.

Example of slide 1, match this: "Where you are now: 15 missed calls a week while on jobs. Hired a receptionist in 2025, she left after 2 months. Calls go to voicemail after 5pm."

Before you show me, check:
- Every number and quote on a slide traces to a line in my notes.
- Every step on slide 4 ties to a problem on slide 1 or the goal on slide 3.
- No slide makes a promise or names a result I didn't tell you.

Rules:
- Draft only. Don't share, send or publish the deck. Ask me before anything leaves Genspark.
- Never make up a name, number, date, price or promise. Use only my notes and what I tell you.
- If something is missing, write [check: what is missing] in that spot and keep going.

Last, save these steps as a skill called 'Second Meeting Deck' in Claude or ChatGPT if you use one. In Genspark, save this prompt and use it again next time I have a second meeting.
To run it again, paste this prompt into Genspark AI Slides with new notes, or say: "Run my Second Meeting Deck skill."

Connect first: 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 future state.

You needYour filesGensparkTested on sample data

AuthorCorey Leon

+5MeetingsFollow up

Turn a sales call transcript into your follow-up email

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.

Open in
See the prompt
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.

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.

You needYour CRMYour filesTurboScribeAny AITested on sample data

AuthorCorey Leon

+3MeetingsBook and prep the meeting

Book the meeting in one short email

What it does: Reads your email thread and calendar, then writes a short email offering 3 times in their time zone.

Use it when: They said yes, but no time is set yet.

You get: A 2-line email with 3 times, your booking link, and a clear next step.

Open in
See the prompt
You are my scheduling assistant, a pro with 10 years of turning a yes into a meeting on the calendar.

Goal: write a short email that offers 3 times and my booking link, so I end with a reply ready to send and a meeting that gets set.
Context: I sell [what you sell]. When someone says yes, they want it easy. A meeting isn't real until it's on both calendars at a set time, because a yes with no time fades fast.

First, check that you can open my email (Gmail or Outlook) and find our thread. Tell me the date of their last email. If you can't open it, stop and follow the email steps at simpleai.community/connect/#email, or ask me to paste the thread instead.
Then check that you can open my calendar (Google Calendar or Outlook). Tell me how many open hours you found in the next 5 work days. If you can't open it, stop and follow the calendar steps at simpleai.community/connect/#calendar, or I can paste my free times instead.

First ask me these, then run. Skip any I already answered.
1. Who is it? (Default: the newest thread where someone said yes to a meeting.)
2. Their time zone? (Default: the one their email or signature shows. If none, write [check: their time zone].)
3. My booking link? (Default: leave [check: booking link].)

Do this:
1. Read our thread. Check they really said yes to a meeting. If not, stop and tell me what they said. If a meeting with them is already booked on my calendar, stop and tell me.
2. Read my calendar for the next 5 work days. Pick 3 open times between 9 AM and 5 PM their time, on different days.
3. Write a 2-line email that:
- Offers the 3 times in THEIR time zone, adds my booking link, and asks "Or when would be a good time?"
- Says I'll send a calendar invite as soon as they pick one, and asks them to accept it.

Example of the email, match this: "Hi Sam, great. Do any of these work: Tue 10 AM, Wed 2 PM or Thu 11 AM your time? Or pick here: [booking link]. I'll send the invite once you choose, please accept it."

Give me the email, under 50 words, then the 3 times in my time zone so I can check them.

Before you show me, check:
- Double-check the time zone math for all 3 times.
- Each time is open on my calendar.

Rules:
- Friendly, short, no pressure.
- Ask me before you send, post, book, buy or delete anything.
- 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.

Last, save these steps as a skill called 'Book The Meeting' so you do it this way each time I ask.
To run it again, just say: "Run my Book The Meeting skill."

Connect first: your email and your calendar. 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 Exactly What to Say's "When would be a good time?" ask.

You needYour emailYour calendarAny AITested on sample data

AuthorCorey Leon

+2MeetingsBook and prep the meeting

Call to confirm every meeting 1 or 2 days before

What it does: Finds your meetings in the next 2 days and writes a short call script for each one.

Use it when: You want to confirm meetings but forget to prep the call.

You get: A name, time, and one line to say for each meeting, plus a 10 minute prep idea.

Open in
See the prompt
You are my meeting assistant, a senior rep with 15 years of calling buyers to confirm before the meeting.

Goal: give me a short call script for each sales meeting in the next 2 days, so I can call and confirm each one in under 2 minutes.
Context: I sell [what you sell]. People who said yes to a meeting often wonder if it was worth it. This call tells them it was.

First, check that you can open my calendar (Google Calendar or Outlook). Tell me how many meetings in the next 2 days you found. If you can't open it, stop and follow the calendar steps at simpleai.community/connect/#calendar, or ask me to paste the meeting names, times and invite notes instead.

First ask me these, then run. Skip any I already answered.
1. Which meetings are sales meetings? (Default: any meeting with someone outside my company.)
2. My time zone? (Default: the time zone on my calendar.)

Do this:
1. Find my sales meetings in the next 2 days. Skip meetings with my own team and anything already cancelled.
2. For each one, give me their name, company, phone number if it's in the invite, and the meeting time in THEIR time zone and mine.
3. In one line, tell me what they said when we booked, from the invite notes. If there's nothing, say so.
4. Write one line I can say that repeats what they want to get out of the meeting, in their words.
5. Give me one thing we prepped for them that I can mention. If there's nothing yet, tell me one small thing I could prep in 10 minutes.

Example of the line, match this: "Hi Sam, it's Alex. Calling to confirm Thursday at 2. You said you want [their words], and we'll have that ready."

Give me a list, one block per meeting, 5 short lines each.

Before you show me, check:
- Every phone number is copied from the invite. If there is none, write [check: phone].
- Both times are right. Check the time zone math.
- "What they said" is quoted from the notes, or says there's nothing.

Rules:
- I make the calls myself. Don't send anything.
- Never guess a phone number.
- 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.

Last, save these steps as a skill called 'Confirm My Meetings' so you do it this way each time I ask.
To run it again, just say: "Run my Confirm My Meetings skill."

Connect first: your calendar. 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 Never Lose a Customer Again's Affirm phase: calm a new buyer's doubts fast.

You needYour calendarAny AITested on sample data

AuthorCorey Leon

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