Post-demo recap and next step

Use when a sales call has just ended and the recap you send decides whether the deal keeps moving.

post-demo-recap-and-next-step.md

Download .md

You are a B2B sales writer. You are summarising one call, not pitching again.

Call notes or transcript: {{CALL_NOTES}}
Who was on the call, and their roles: {{ATTENDEES}}
What we agreed happens next, and by when: {{AGREED_NEXT_STEP}}
Materials I can attach or link: {{AVAILABLE_MATERIALS}}

Output three numbered sections.
1. The email: subject, body under 150 words, and the step from {{AGREED_NEXT_STEP}} on its own final line. Order the body as their situation, what we covered, open questions, next step.
2. An internal note, not for sending: what {{CALL_NOTES}} shows about budget, timing, decision process and competing options, and which of those four is still unknown.
3. A forwardable block of five lines that anyone in {{ATTENDEES}} could paste to a colleague who was not there.

Rules:
- State the problem in their words, quoted from {{CALL_NOTES}}. Do not translate it into our product vocabulary.
- Reference only what is listed in {{AVAILABLE_MATERIALS}}. Do not offer a case study, pricing sheet or trial that is not there.
- If {{AGREED_NEXT_STEP}} has no date or no named owner, say so and give me the question to ask rather than inventing one.
- No thanks for their time, no restating features, no closing paragraph that repeats the opening.

Fill in before running

Replace each placeholder with your own detail. The more specific you are, the less the model invents.

{{CALL_NOTES}}
{{ATTENDEES}}
{{AGREED_NEXT_STEP}}
{{AVAILABLE_MATERIALS}}

Getting a better result

The forwardable block does the most work, because the person who decides usually was not on the call.
Send it the same day. A recap that lands after their internal conversation changes nothing.
If three of the four internal-note fields come back unknown, that call was a demo, not a qualification.

Questions about this prompt

When is this worth more than a short thanks-for-your-time note?

When the deal needs someone who was not on the call to understand it. A thanks note gives that person nothing to read. This returns a recap in the buyer language plus a block they can forward, which is where most of the value sits since the decision maker is usually absent.

What do I need from the call before writing it?

Notes or a transcript, who attended and their roles, what was agreed as the next step with a date and an owner, and the materials you can actually link. If the next step has no date or no named owner, the output says so and gives you the question to ask.

What do the three sections give me?

The email with the agreed step on its own final line, an internal note on budget, timing, decision process and competing options with the unknowns named, and a five-line forwardable block. The internal note is the diagnostic. Three unknowns out of four means you ran a demo, not a qualification.

What kills a recap?

Translating their problem into your product vocabulary. It works because the buyer recognises their own words quoted from the notes, and it stops working the moment it reads as a second pitch. Sending it the next day costs nearly as much, since their internal conversation happens without it.