Post-Demo Follow-Up

Generate structured follow-up materials after a sales call or demo. Produces a follow-up email, internal debrief, and follow-up sequence plan — all based on what actually happened in the conversation.

When to Use

• User says "write a follow-up for my call with [name]"
• User just finished a demo and needs to send a recap
• User wants to create an internal debrief for their team
• User needs to plan the follow-up sequence (nudge, re-engagement)

Required Inputs

Ask the user for:

Who: [Contact name, title, company]
What happened: [Paste meeting notes, transcript, or describe what was discussed]
Outcome: [Positive / Neutral / Negative — what's the next step?]

The more detail they provide, the better the output. A transcript is ideal. Bullet points work. Even "it went well, they want a pilot" is enough to generate useful follow-up.

Process

1. Load Context

Read company-profile.md for the user's product and positioning.

If a prep file exists for this prospect (e.g., prep/acme-sarah-chen-2026-03-06.md), read it for pre-meeting context.

2. Extract Key Information

From the meeting notes or transcript, identify:

What to Extract	Why It Matters
Topics discussed	Structure the follow-up email
Pain points mentioned	Reinforce in follow-up
Objections raised	Address proactively in email
Questions they asked	Answer any that were deferred
Buying signals	Note for internal debrief
Red flags	Note for internal debrief
Agreed next steps	Confirm in email
Other stakeholders mentioned	Multi-thread opportunity
Timeline	Urgency indicator
Budget discussion	Qualification data

3. Generate Outputs

Produce all three outputs below.

Output Structure

OUTPUT 1: Follow-Up Email

Send within 2-4 hours of the call. Reference specific things discussed — never send a generic follow-up.

Subject: Great chatting, [Name] — here's everything we discussed

Hi [Name],

Thanks for your time today. I really enjoyed learning about [SPECIFIC thing from the conversation — not generic].

Here's a quick recap:

**What we discussed:**
1. [Specific topic 1 — use their words where possible]
2. [Specific topic 2]
3. [Specific topic 3]

**Resources:**
- [Link to the product/demo/resource they asked about]
- [Link to anything you promised to send]

**Next steps:**
- [ ] [Their action item — specific and timeboxed]
- [ ] [Your action item — specific and timeboxed]
- [ ] [Follow-up date]

Let me know if I missed anything or if you'd like to loop in anyone else.

Best,
[User Name]
[Title, Company]

Rules:

• Reference at least one specific thing from the conversation (shows you listened)
• Include direct links to resources, not the homepage
• Action items should be concrete, not vague ("share with your team by Friday" not "think about it")
• Send the same day while the conversation is fresh

OUTPUT 2: Internal Debrief

A structured summary for the user's own records or to share with their team.

# Call Debrief: [Company] — [Contact Name]
**Date:** [Date]
**Duration:** [Estimated]
**Attendees:** [Who was on the call]

## Summary
[2-3 sentence overview of how the call went]

## Buying Signals
- [Signal 1 — e.g., "Asked about pricing unprompted"]
- [Signal 2 — e.g., "Mentioned wanting to start this quarter"]

## Red Flags
- [Flag 1 — e.g., "Mentioned budget freeze until Q3"]
- [Flag 2 — e.g., "Seemed distracted, had to leave early"]

## Objections Raised
| Objection | How You Responded | Better Response for Next Time |
|-----------|-------------------|------------------------------|
| [Objection] | [What you said] | [What might work better] |

## Key Quotes
- "[Exact quote from the prospect that reveals their priorities]"
- "[Exact quote that could be used in the follow-up or proposal]"

## Next Steps
| Action | Owner | Deadline |
|--------|-------|----------|
| [Action item] | [You / Them] | [Date] |

## Deal Assessment
- **Interest level:** [High / Medium / Low]
- **Decision timeline:** [Immediate / This quarter / Next quarter / Unknown]
- **Budget:** [Confirmed / Likely / Unknown / Constrained]
- **Decision maker:** [On the call / Need to involve / Unknown]
- **Recommended follow-up cadence:** [See follow-up sequence]

OUTPUT 3: Follow-Up Sequence Plan

Based on the call outcome, recommend a follow-up cadence. See Follow-Up Sequence for timing guidance.

## Follow-Up Plan

| Day | Action | Template |
|-----|--------|----------|
| Day 0 | Send follow-up email (OUTPUT 1 above) | — |
| Day 3-5 | Nudge if no response | [Generated nudge below] |
| Day 10-14 | Second follow-up with new value | [Generated email below] |
| Day 21+ | Re-engagement if gone cold | [Generated email below] |

Nudge (Day 3-5):

Subject: Following up — [specific topic from the call]

Hi [Name],

Circling back on our conversation. [Reference specific next step they agreed to.]

[One sentence offering to help — e.g., "Happy to jump on a quick call if any questions came up."]

Best,
[User Name]

Second Follow-Up (Day 10-14):

Subject: [Something new — a relevant resource, result, or update]

Hi [Name],

Quick update: [new information relevant to their situation — e.g., "We just published a case study with a company in your space" or "I built out the custom scenario we discussed"].

Thought this might be useful as you [evaluate / discuss with your team / plan for next quarter].

Worth a quick chat? [Calendar link]

Best,
[User Name]

Re-Engagement (Day 21+):

Subject: Still interested in [topic from your conversation]?

Hi [Name],

Hope things are going well! I know things get busy — just checking in.

When we spoke, you were exploring [their use case]. Is that still on your radar?

If timing isn't right, totally understand. But if you'd like to pick up where we left off: [Calendar link]

Best,
[User Name]

Instructions

1. Specificity is everything. A follow-up that says "Thanks for the great chat" is forgettable. A follow-up that says "Your point about [exact thing] really stuck with me" is memorable.
2. Use their words. Quote them back to themselves. It shows you listened and makes them feel heard.
3. Action items must be concrete. "Let's reconnect soon" is not an action item. "I'll send the case study by Thursday, and you'll share with your VP by next Monday" is.
4. The internal debrief is for you. Be honest about red flags and objections. Don't sugarcoat for yourself.
5. Send the follow-up the same day. Every hour you wait reduces the chance of a response.
6. If the call went poorly, say so in the debrief. "They were polite but not interested" is useful data. "Great call!" when it wasn't is self-deception.