AI solutions for post-call email management

Here’s the step-by-step playbook I give SMB & MM AEs to turn AI into their personal sales assistant. BEFORE YOUR CALL (10 minutes): 1. Prospect Research with ChatGPT → Paste their company URL → Ask: “What are the top 3 challenges this company likely faces?” → Get talking points tailored to their industry 2. Discovery Questions with AI → Input: “I’m calling a [role] at a [company size] in [industry]” → Output: 5–7 custom discovery questions → Way better than generic scripts DURING YOUR CALL: 3. Real-Time Note Taking → Use Fathom or Gong to record and transcribe → Focus on active listening, not writing. AFTER YOUR CALL (5 minutes): 4. Instant Follow-Up Generation → Drop transcript into Claude or ChatGPT (or you can use this one I made: https://lnkd.in/eMZNpJXR) → Prompt: “Create a follow-up email summarizing our conversation and next steps” → Edit for tone → send 5. CRM Updates → Use AI to extract: pain, stakeholders, timeline, criteria → Copy/paste into Salesforce → What used to take 20 minutes now takes 2 6. Call Analysis → Ask AI: “What objections were shared that I never addressed?” → Get coaching insights in 5 min or less Real example from last couple of months with AEs I coach: AEs ran this process on 5 calls. → Before AI: 2-3 hours/day on prep, notes, follow-ups → After AI: 45 minutes/day → More time selling = more deals closed

Most companies focus their AI investment on the front-end of sales: prospecting and initial outreach. They're missing the highest-leverage opportunities: proposal creation and post-call follow-up. These two underutilized AI agents consistently outperform human counterparts: 1. The Proposal Building Agent This agent crafts custom documents that directly address each prospect's unique situation: - Integrates discovery call notes with account research - Structures solutions around specific pain points mentioned - Customizes pricing justification based on prospect's business case - Formats for the prospect's decision-making structure 2. The Post-Call Follow-Up Agent This agent transforms standard "thanks for your time" emails into conversion machines: - Summarizes key insights from the conversation - Addresses unresolved objections proactively - Reinforces value propositions that resonated during the call - Creates natural next-step momentum The economics are compelling: pennies per output versus hundreds of dollars in human time per proposal and follow-up. The quality advantage is even more significant. Agents can produce more thorough, prospect-specific content than rushed sales reps managing multiple deals. Companies implementing these two agents see 15-20% higher close rates from initial meetings. This isn't because AI is inherently better, but because it enforces discipline and thoroughness that humans often sacrifice when their focus is diluted across multiple deals.

Manual sales follow-ups are officially dead. AI eats admin work. Reps should sell - not write notes. Grant Hushek shows you how to automate it all: 1. Capture calls with Fathom Automatically record and transcribe every call. Nothing slips through the cracks. 2. Trigger Zapier with “New Transcript” Launch the workflow the moment the call ends. 3. Analyze tone using OpenAI Run a sentiment check with ChatGPT. Positive? Negative? Neutral? Logged. 4. Extract insights via Claude Use AI to pull: – Action Items – Objections – Questions – Goals – Dates 5. Format it for HubSpot Claude replies in rich text. Bolded. Bullet-pointed. CRM-ready. 6. Auto-update HubSpot Find the contact by email. Create one if it doesn’t exist. 7. Save everything in Google Drive Transcript goes in a shared folder. Google Doc includes summary + links. 8. Notify the team in Slack Slack pings with the full debrief. CRM link. Summary. Transcript. Done. AI handles the busywork. Reps stay focused on closing. Follow-ups go from messy to automatic. P.S. Want to learn more about AI? 1. Scroll to the top 2. Click “View my newsletter” 3. Sign-up for our free newsletter.

How I saved +14 hours a week using AI. (the sales efficiency playbook I wish I had years ago) Here’s the truth: You need a really good AI sales assistant / notetaker. But most AI meeting summaries are 50% fluff. They tell you what you already know and miss what you actually need. So instead of saving time, you still end up copy-pasting notes, searching for deal context, and scrambling before calls. Not helpful one bit! That was me.. …until I rebuilt my workflow using Sybill. (especially their new summaries + briefs features). Here’s the 5-step playbook I now follow: 1. Build your own summaries. Drag + drop sections, add custom AI prompts, hide the noise. No more generic “transcript dumps.” 2. Match the meeting. Demo ≠ Discovery ≠ Proposal. Let your briefs auto-adjust so prep always fits the call type. 3. Prep in minutes, not hours. Pull prospect research, past calls, CRM notes, and calendar context into one brief. You walk in fully prepped after a 2-minute skim. 4. Highlight what matters most. Want risks at the top? Competitor mentions? Action items? Make the critical info impossible to miss. 5. Close the loop fast. Turn summaries into instant follow-ups and clean CRM updates. No more hopping between ChatGPT, email, and CRM to get deals moving. The result? 14 hours a week back. Less scrambling. More selling. Make your AI tools give you YOUR time back!!

I completely overhauled my discovery call email follow up and it changed everything for me. Here's the template, an example and how you can use AI to help: Less time spent on follow up emails? check Better experience for my prospects & customers? check Better outcomes? check Here it is and why: I never recap the call / takeaways anymore. It’s a waste of space. Instead, I am incredibly intentional with my email. I realized prospects & customers don't need a recap - they need to take action. So, I clearly outline: -Problem (s) we agreed we are looking to solve & timeline -Prospects action items -My action items -Agreed upon next steps & timeline -Any follow up resources they requested & why Usually less than 200 words. That’s it. 🤖 Using AI workflow: Copy transcript from call recorder and paste into your favorite (approved by compliance) LLM. IE: CoPilot. The LLM project then creates a follow up using the above template. EXAMPLE: Hey John, thanks for the call today. Below is a recap of the problem we agreed we are solving, both of our action items and resources discussed. Problem: Despite X, ABC Corp still doesn’t have Y, which means Z, as measured by (metric & $ value). Need to tackle this by start of Q3. Your next steps: -figure out when competitor contract ends by Tuesday July 23rd -share back XYZ on pre-demo call My next steps/resources to share: -Loop in SC for next call -(Summary of relevant resource here) Our immediate next step: -Pre-demo prep call on Thursday July 25th Thanks and looking forward to our call on Thursday where we'll prep for the group demo for Friday. -Anthony -- Feel free to steal!