How to use your draft
The builder gives you a first draft. Four checks before you send it:
- Use their words. Paste the phrases the buyer actually said. “Reps lose Friday afternoons to CRM updates” is theirs. “Improve CRM efficiency” is yours, and they will notice.
- Keep it to three bullets. The builder takes up to five. Three 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, the email is your chance to propose it.
- Fill every bracket. Anything in [brackets] is a gap the builder could not fill. Replace it or delete the line.
Then copy the email, or open it in your email app with the subject already in place.
Why the email is built this way
The format is the one our team uses, and it rests on one idea: a follow-up email is an index, not a recap. Kim Hacker, our COO, walks through the whole approach in how to write the best sales follow-up email. A good follow-up answers three questions for your buyer.
- Did you hear what I said? The “what we heard” bullets reflect their problems and priorities in their language, not your pitch.
- What happens next? One next step with a date. Vague next steps are how deals drift.
- Where do I send my boss? Your champion rarely decides alone. The optional link gives them something to forward: the recording, a recap, a proposal, or a sales room.
What changes by call type
- Discovery call. Confirms the problem in their words 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 since. 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 runs in this browser tab: nothing you enter is sent anywhere or saved.
A worked example
Priya runs sales at Northwind, a made-up company. On a discovery call she said her reps lose Friday afternoons to CRM updates, two deals stalled last quarter when the champion went quiet, and her new hires need to ramp before January. You agreed on a demo for her VP of Sales on Friday.
Pick Discovery call, enter her three points as she said them, add the next step, and the builder gives you this:
Subject: Northwind: what we heard and next steps
Hi Priya, Thanks for the time today. Here’s what we heard: - Reps lose Friday afternoons to CRM updates - Two deals stalled last quarter when the champion went quiet - New hires need to ramp before January Next step: Demo for your VP of Sales on Friday. Did we miss anything? Reply and I’ll add it. Sam
If a week passes with no answer, switch to No reply since. The same notes become a short check-in that asks whether Friday’s demo still holds, which is easier to answer than “just checking in.”
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 it keeps a gameplan for every deal. Then it drafts the follow-up in the buyer’s own words, with the next step and its date. Your rep reviews it and 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. And if you are weighing the two, here is how Arrows compares with Claude for sales teams.