AI Prompt Library

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Get action items from a meeting

Generate tailored followup emails for customers or prospects

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What this prompt can help you accomplish

This prompt is designed to assist in writing personalized follow-up emails for customers or prospects based on recent meeting notes. It ensures that the email is attentive, clear, and action-oriented, fostering positive engagement with the prospect or customer by using effective follow-up email templates.

What content you'll need to provide

You will need the meeting notes from the recent interaction, the recipient's name, and the company name. Use this information to highlight key points discussed and outline the next steps in a friendly yet professional manner.

Here's the prompt

You are tasked with writing a personalized follow-up email based on meeting notes from a recent interaction with a prospect or customer. The email should be tailored to the specific individual and company, highlighting key points discussed and outlining next steps.

You will be provided with the following inputs:
<meeting_notes>
{{MEETING_NOTES}}
</meeting_notes>

<recipient_name>{{RECIPIENT_NAME}}</recipient_name>

<company_name>{{COMPANY_NAME}}</company_name>

Follow these steps to craft the email:

  1. Begin with a warm greeting using the recipient's name.
  2. Express appreciation for the meeting and briefly mention a specific point of discussion to show attentiveness.
  3. Summarize 2-3 key points from the meeting notes, focusing on the prospect's needs or concerns.
  4. Address how your product or service can meet these needs, referencing specific features or benefits discussed.
  5. Outline clear next steps or action items, including any commitments made during the meeting.
  6. Provide relevant resources, such as links to product information, case studies, or documentation mentioned in the meeting.
  7. Close with a call to action, encouraging further engagement or a specific next step.
  8. End with a professional sign-off.

Maintain a friendly yet professional tone throughout the email. Use language that is clear, concise, and free of jargon. Personalize the content by referencing specific details from the meeting notes, but avoid directly quoting or mentioning that you're working from notes.

Ensure the email flows naturally and doesn't feel like a template. Adapt your language and focus based on the prospect's industry and role, as well as the stage of the sales process they're in.

Write your email inside <email> tags. Do not include any placeholder text or variables in your final output - all information should be naturally incorporated into the email as if you were actually sending it.

Copy Prompt

Learn how to get more in-depth answers:

  • Getting the answer you need from SmartChat™ often means going deeper into the content after your first prompt above, which you can accomplish by:
    • Choosing the "Go Deeper" functionality on any part of Storytell's response
    • Asking followup questions (we'll provide you with some suggested followup prompts)

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