Follow up after a meeting

Writes a follow up email after a sales meeting that recaps what was agreed and proposes one clear next step.

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2. Your prompt


			
			

Tested. Tested with Claude Sonnet 5.5 on 22 October 2026 on a realistic case and refined after testing.

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Real example result

The test case (fictional people and companies)

After a sales meeting, a software rep (invented) writes to Marcus Bell, owner of a three-location bakery (invented), who spends Fridays reconciling supplier invoices by hand, worries his staff isn't tech savvy, and wants a demo with real invoices.

What the AI answered

Subject: Next step for Bell & Daughters Bakery: demo with your office manager

Dear Marcus,

Thank you for meeting with us today.

Here is what I understood:
- Every Friday your team loses time reconciling supplier invoices by hand.
- You liked that our tool reads invoices from email automatically.
- Your staff is not very tech savvy, so you want to see it with real invoices before deciding.

To address that, I suggest a 45 minute demo with your office manager, using five of your real invoices. They will see exactly how it works on their own paperwork before anyone decides.

Would one of these times work for you? [slot 1] or [slot 2]. If neither suits you, tell me what works and I will adjust.

Best regards,
[Your name]

Real answer from the test of 22 October 2026 with Claude Sonnet 5.5, untouched.

Frequently asked questions

What is this prompt for?

Writes a follow up email after a sales meeting that recaps what was agreed and proposes one clear next step.

What do I need to prepare?

It asks you for: client and contact, what was discussed, next step you want.

Which AI tools does it work with?

It works with ChatGPT, Claude and Gemini: fill it in here, copy it and open it in the chat you prefer. It was tested with Claude Sonnet 5.5 on 22 October 2026.