ChatGPT
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Sales follow-up depends on what the prospect actually said, what was offered and which decisions remain open. Turn discovery notes into a record, draft a proposal from approved terms, and prepare follow-ups that refer to the real conversation. Keep unapproved discounts and delivery promises out of the draft.
Start with the Customer Follow-up Writer. The supplied workflow takes the following inputs and prepares the listed draft outputs for your review.
Illustrative prompt only: this is a suggested way to brief the assistant, not a customer case study or a tested result.
Draft a follow-up from these discovery notes. Refer to the prospect's stated problem and the approved offer, ask about the recorded next decision and flag any requested discount or delivery term for approval.
Manually written fictional example. This is not an executed pack result or a customer case study.
Fictional notes: A prospect asked for a proposal covering the standard service. They also requested a discount, which the salesperson cannot approve. The agreed next step was to ask which internal reviewer should receive the proposal.
DRAFT SALES FOLLOW-UP
Thanks for discussing the standard service. Who should receive the proposal for your internal review? Your discount request is noted and will need approval before any revised terms can be offered.
Internal note: confirm the reviewer and obtain a decision on the discount request. The draft does not offer a discount or change the standard scope.
Each assistant has a defined task. Open a name to see the information it uses and the outputs described in the pack.
Turns a raw prospect enquiry — phone note, email, web form or SMS — into a structured, triaged record with the missing questions listed. Use when a new enquiry arrives or a pile of enquiries needs sorting.
Inputs: Raw enquiry text (pasted call note, email, web form, SMS); your business profile for service area and services.
Outputs: Structured enquiry record; Triage rating with reasons; List of missing details to ask; Draft reply requesting those details.
Writes follow-up messages for quotes that have gone quiet, completed deals, review requests and reactivation of past prospects.
Inputs: Who is being followed up and why; What was previously quoted or done; How long since last contact.
Outputs: Follow-up message drafts per channel; Suggested timing; Optional short follow-up sequence.
Builds structured proposals and tender responses from the business's real capability and the client's stated requirements, with a compliance checklist.
Inputs: The request, brief or tender documents; The business's capability, past work and rates; Deadline and submission format.
Outputs: Structured proposal draft; Requirement-by-requirement compliance table; Gap list; Submission checklist.
Turns meeting notes, call notes and transcripts into a summary with decisions, actions, owners and dates, plus a follow-up email draft.
Inputs: Notes or transcript; Who attended; Context.
Outputs: Structured summary; Decisions list; Action table with owners and dates; Follow-up email draft; Ambiguities.
Drafts a priced quote or estimate from rates the business supplies, showing every assumption and exclusion. Use when a prospect needs a written price. Never produces a binding quote.
Inputs: Scope of work; The business's rate card from your business profile; Site or deal specifics.
Outputs: Draft quote with line items, assumptions, exclusions, validity; List of rate gaps blocking an accurate price.
Writes email newsletters, promotional sends and automated sequences for the sales function, with subject-line options and a consent check.
Inputs: Campaign goal; Audience and how they joined the list; Offer or news; Brand tone.
Outputs: Email drafts with subject options; Sequence plan with timing; Segment notes; Consent and compliance checklist.
Prepares a sensible deal schedule, drafts booking confirmations and reminders, and flags clashes. Proposes only — it cannot see or change a real calendar.
Inputs: List of deals with locations, durations, priorities; Working hours and constraints; Existing commitments.
Outputs: Proposed run sheet; Clash and travel warnings; Confirmation and reminder message drafts.
Drafts replies to prospect questions, complaints and refund requests, matched to the severity of the issue. Escalates issues that need specialist attention.
Inputs: The incoming message; Relevant deal or order history if supplied; Business policy on refunds and remedies.
Outputs: Reply draft with tone matched to severity; Severity classification; Escalation flag where needed; Internal note.
Plans and writes website articles, guides and service-page copy that answer what prospects actually ask, in the business's own voice.
Inputs: Topic or the question to answer; Audience; The business's expertise and real examples; Tone.
Outputs: Content brief with structure and angle; Full draft; Title and meta description options; Internal link suggestions.
Produces a weekly or monthly operating summary from the numbers the business supplies — deals done, quotes won and lost, revenue, outstanding work — with observations and questions.
Inputs: Period figures supplied by the business; Prior period for comparison; Notable events.
Outputs: Operating summary; Trend observations with stated confidence; Questions the numbers raise; Suggested actions.
The pack does not approve discounts, vary contracts or commit to delivery dates.
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