/sales-follow-up-email

Draft a sales follow-up email after a demo or discovery call. Reads the call transcript and drafts a concise, action-oriented follow-up. Use after any sales meeting.

name
sales-follow-up-email
description
Draft a sales follow-up email after a demo or discovery call. Reads the call transcript and drafts a concise, action-oriented follow-up. Use after any sales meeting.
user-invocable
true

Sales Follow-Up Email

Draft a follow-up email after a sales call using the transcript.

Usage

/sales-follow-up-email [company name]

Step 1: Find the Transcript

Check tl;dv Google Drive folder for the most recent recording:

gws drive files list --params '{"q": "'\''1KeSKW4kNt2Ua5jYiyecOzTFcHHn0-3C-'\'' in parents and name contains '\''[company or contact name]'\''", "pageSize": 3, "orderBy": "modifiedTime desc"}'

Read the FULL transcript. Also check Granola if available.

CRITICAL: Never draft without reading the complete transcript. Never fabricate pricing or commitments.

Step 2: Draft the Email

Structure: 1. Opening — Brief, warm, reference something specific from the call (personal detail, shared interest, or their specific pain point) 2. Value recap — 2-3 bullets on how PerkUp addresses THEIR specific needs (not generic features) 3. Pricing — ONLY if discussed on the call, include exact numbers mentioned. If not discussed, don't include. 4. Next steps — Clear, specific action item with a date 5. Close — Confident, not desperate

Tone: - Short sentences, short paragraphs - No "just following up" or "circling back" - No exclamation marks overload - Confident and helpful, not pushy - Use their language — mirror terms they used on the call

Length: Under 200 words. If it scrolls on mobile, it's too long.

Links to include (when relevant): - PerkUp demo/overview page - Relevant case study - Calendar link for next meeting

Step 3: Send or Draft

Ask the user if they want to: 1. Send directly via Gmail 2. Create as a Gmail draft 3. Display for review

Source: ~/.claude/skills/sales-follow-up-email/SKILL.md