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Sales Call Preset
Generate sales call summaries and follow-up emails in seconds.
๐โโ๏ธ Customer Name
What is the customer's name?
โ Questions asked
List every questions asked or implied in this transcript, if any.
๐ Competitors
List any competitors mentioned or implied in the transcript, if any.
๐ก Customer Insights
List any crucial insights the customer makes, if any.
๐ฅ Pain Points
List pain points provided by the customer, if any.
โญ Next Steps
List out the actionable next steps that require follow-up from the business to the prospective customer.
๐ Businesses Mentioned
List any businesses mentioned or implied in the transcript, if any.
๐งโโ๏ธ Customer Needs
What are the biggest needs for their business the customer identifies, if any?
๐ก Summary & Sentiment
Summarize this customer discovery call in 50 words max and rate the customer's likelihood to retain as a customer.
๐ธ Budget & Buying Process
Does the customer explicitly state budget or buying decision? If so include the details.
๐ Feedback & Critique
Critique the sales call and provide bullet points of feedback around what the sales rep could have done better.
๐ง Follow Up Email Sequence
write a follow up email to the prospect based on the conversation, keep the tone friendly and casual. keep the email short and to the point. also write 2 more follow up touch points in case the prospect does not respond to the first email.
Closing a $6k deal (live sales calls)
Sales Call Preset