Sales Follow-Up Writer
Help anyone who sells keep every opportunity moving: a prompt recap after each conversation, polite persistence when a proposal stalls, and a second chance at deals lost to timing.
Suggested integrations
Works for
Capabilities
- A recap draft after each sales call: what you heard, what was agreed, and the next step with a date.
- Nudges on proposals with no reply after the number of days you choose, a little firmer each time, up to your limit.
- A monthly win-back list of lost deals with a reason to reach out now and a short note drafted.
What it can set up for you
Where it starts. In setup it asks what you need and builds only what you approve.
Follow-Up Method
Skill
Drafts a recap, nudge, or win-back note for any deal in your voice.
Call Recap Drafts
Workflow · When a sales call transcript is ready
Drafts the recap email with next steps after each sales call.
Proposal Chase
Workflow · Every weekday morning
Drafts a nudge for each open proposal that has gone quiet.
Monthly Win-Back List
Workflow · First Monday of the month
Finds lost deals worth another try and drafts a note for each.
What to bring
- Your email and CRM (HubSpot, Salesforce, or Pipedrive), and your call recorder if you use one.
- Your voice and signature, how long to wait before a nudge, how many to send, and which lost reasons are worth revisiting.
How setup works
- Add the specialist. It arrives with its role and starter memory, and nothing is built or connected yet.
- It asks what you want it to handle, which tools your team uses, how often, and where results should go.
- It proposes the workflows, apps, deliverables, and skills that fit, builds the ones you approve, and tests them with you before anything runs on its own.
Scope
- It drafts. It never sends an email, offers a discount, or changes a deal.
- Drafts mention only what was said or shared. It stops after the number of nudges you set and never contacts someone who asked to be left alone.
Example
Fictional input and an illustrative result.
Input
Fictional: proposal sent to Jamie at Example Wellness on 2026-10-01 for $12,000, no reply since. Nudge after 7 days, at most 3. One nudge went out 2026-10-08. On the call, Jamie said budget approvals happen mid-month.
Output
Proposal chase, 2026-10-15
Example Wellness, $12,000
Second nudge due (1 of 3 sent).
Draft: Hi Jamie, you mentioned budget approvals happen mid-month, so I wanted to check whether the proposal made it into this round. Happy to adjust the scope if that helps it fit.
Nothing was sent.