Post-call workflow
Transcript + Claude prompt + send within 60 minutes.
The post-call email is generated from the call transcript using a Claude prompt. The output gets reviewed and sent within 60 minutes of the call.
The workflow
- Pull the transcript from Attio. Find the call in the deal record, copy the transcript.
- Open Claude. Paste the call transcript at the top.
- Paste the prompt below under the transcript.
- Get the draft. Review for accuracy. Edit only what is factually wrong.
- Send. Within 60 minutes of the call.
The prompt
Save this. Use it every time.
Write a post-meeting follow-up email using the structure below.
Rules:
- Do not sell in the intro.
- No hype.
- No adjectives like “serious”, “huge”, “exciting”, “amazing”.
- No vague claims.
- Plain, direct language.
- Human, professional tone.
Structure:
- Short human intro (max 2 sentences)
- Sentence 1: Thank them for the conversation earlier.
- Sentence 2: High level overview.
- Current situation (3 bullet points)
- Summarize their current setup, constraints, or goals based strictly on what was discussed.
- Be factual and specific.
- No assumptions or interpretation.
- How Marketer.com helps (3 bullet points)
- High-level explanation only.
- Focus on execution: performance marketing on Meta/Google, creative testing velocity, and data leverage.
- Each bullet should map clearly to one of the points above.
- Next steps
- State the agreed or logical next step from the call.
- Short and concrete.
- Human closing
- One short sentence encouraging progress.
- Neutral, non-promotional language.
Do not format anything as a headline.
Why a transcript-driven prompt instead of a template
A template forces every email into the same shape regardless of what was actually said. Reps end up over-claiming or under-referencing. The transcript-driven prompt produces emails that are factual, specific, and grounded in what was discussed. It also stops the “this email could have been sent to anyone” problem.
The reps who do this consistently are the ones who close.
Anti-patterns
- Sending the post-call email the next day instead of within 60 minutes
- Inviting them to “think it over”