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SALES CALLS · AI PROMPT

Never write a follow-up email again.

Record the call, paste the transcript into GPT with one prompt, and get your follow-up email, your CRM notes and your next steps in seconds. Both tools are free.

  1. 01

    Record the call with Fathom

    Fathom is free. It joins your Zoom, Meet or Teams calls and transcribes everything automatically.

  2. 02

    Copy the transcript

    When the call ends, open the transcript Fathom generated and copy it. You don't need the paid AI summary.

  3. 03

    Paste it into GPT with the prompt

    Drop the transcript under the prompt below and send. Claude works just as well.

  4. 04

    Send it while they're still warm

    You get the email, the recap, the objections and your next steps. Tweak and send before you leave your desk.

The Prompt

Copy & paste this

You are my sales assistant. Below is the transcript of a sales call I just had. I am the seller.

Write me a follow-up email I can send today. Requirements:

1. Match how I actually spoke on the call. Warm, direct, no corporate filler. Short sentences.
2. Subject line: specific, referencing something concrete from the call. Not "Great speaking today".
3. Open by referencing a specific detail they mentioned, so it is obvious this is not a template.
4. Recap what they told me they need, in their own words, as 2–4 bullets.
5. Address any objection or hesitation they raised, briefly and honestly. Do not oversell.
6. End with the agreed next step, including a concrete date or time, and make it easy to say yes.
7. Keep the whole email under 150 words.

Then, separately from the email, give me:

• CRM notes — their situation, budget signals, timeline, who the decision makers are, and any risk to the deal.
• Objections raised — each one, plus how I should handle it next time.
• Three next steps — with an owner for each.
• Coaching — anything I said on the call that I should do better next time. Be blunt.

Do not invent anything that is not in the transcript. If something important is missing (budget, timeline, decision maker), list it under "Still unknown — ask next time".

Transcript:
[paste your transcript here]

Tip: keep a saved chat for this. Paste each new transcript in and you get a consistent follow-up every time.

What you get back

From one transcript

Follow-up email in your voiceCall recap in bulletsObjections + how to handle themThree next steps with ownersCRM notesCoaching on your own call

Want this across your whole business?

Klevere designs and builds custom AI agents that handle work like this end to end.

Always tell participants when a call is being recorded, and make sure you have their consent. Recording rules vary by country and by state.