How to use your draft

The builder gives you a first draft. Four checks before you send it:

  • Keep their words, change the pronouns. “Month-end reporting takes your team three days” is what Priya said, pointed back at her. “Improve reporting efficiency” is your pitch, and she will notice.
  • Keep it to three or four bullets. The builder takes up to five, but a short list is easier to read and easier to forward.
  • Make the date real. Use the date you both agreed on the call. If you did not agree one, write the date you want and ask whether it works.
  • Fill every bracket. Anything in [brackets] is a gap the builder could not fill. Replace it or delete the line.

Then send it soon. A follow-up sent at 5pm after a 10am call reaches a buyer who has had several meetings since yours.

Why the email is built this way

Our team writes follow-ups as an index: a few short points that send the buyer to what matters. Kim Hacker, our COO, walks through the approach in her post on writing the best sales follow-up email. In her full version, each bullet links to its own section of a shared sales room. The builder keeps the short version: their points, the next step, and one link.

Each part answers a question your buyer has:

  • Did you hear what I said? The bullets show the problems and priorities they named.
  • What happens next? A next step with a real date. Vague next steps are how deals drift.
  • What can I forward to my boss? Your champion rarely decides alone. The link gives them something to send on: the recording, a recap, a proposal, or a sales room.

What changes by call type

  • Discovery call. Confirms the problem and asks what you missed.
  • Demo. Leads with what stood out for them and offers to bring in anyone else who should see it.
  • Proposal or pricing. Points to the proposal so it is easy to forward to whoever signs off.
  • No reply yet. Restates what they told you and asks whether the agreed next step still holds.

Where the builder stops

It does not listen to your call or guess what the buyer meant. It formats what you type, so the email is only as specific as your notes. It takes one next step, so if you agreed on more, add them before you send. It runs in this browser tab: nothing you enter is sent anywhere or saved.

A worked example

Priya leads operations at Northwind, the made-up company in the builder above. On a discovery call she said month-end reporting takes her team three days, and she needs a decision before the January budget. You agreed on a demo for her CFO next Thursday and sent the follow-up right after the call.

By Monday she hasn’t replied, and you don’t know if the CFO is coming. PickNo reply yet and keep only the point that matters most to her. The builder turns it into this:

Subject: Northwind: still on for next steps?

Hi Priya, When we spoke, you mentioned: - You need a decision before the January budget The next step we planned: Demo for your CFO on Thursday. Is that still the plan, or has something changed on your side? Everything from the call is still here: https://example.com/northwind-call Either answer helps me plan. Sam

It is short, it ties the demo to her budget deadline, and it asks one question she can answer in a line.

Let Arrows write it from the call

The builder saves you the blank page. It still needs someone to take the notes and remember to send the email, on every deal, after every call.

Arrows does that part. It reads the call transcript, your CRM, and the deal’s emails, and keeps a gameplan for every deal. The follow-up is one of the steps in that gameplan, so Arrows drafts it after each call from what the buyer said. Your rep approves it before anything sends.

If your team works in Claude today, our free Claude sales skills include a post-call skill that drafts the follow-up for you.