post-call-followuplisted

# Post-Call Follow-Up ## Purpose Turn a just-finished call into three artifacts: a recap email the buyer actually wants, clear mutual next steps, and a CRM update that keeps the deal honest. ## Inputs - What was discussed (transcript, notes, or your recollection) - Who was on the call and their role - The deal's current stage and what you're trying to advance ## Method 1. **Extract the spine of the call.** Work this checklist so nothing gets dropped: - **Pains named** — the problems the buyer stated, in their words. - **Value landed** — which of your points they reacted to (and which fell flat). - **Objections raised** — concerns, hesitations, and who raised them. - **Commitments** — *both* sides: what you owe, what they owe. (See the rule below.) - **Next step** — the single agreed action, with an owner and a date. - **People** — anyone new mentioned, their role, and whether they're for/against. 2. **Draft the recap email in the buyer's language** — lead with their stated problem, mirror their words, make the next step a single clear ask. Keep it under 150 words. 3. **Write next steps as `owner + action + date`.** No orphaned tasks; if a step has no date, it isn't a commitment yet — chase the date. 4. **Produce the CRM update.** Map the call to concrete fields, and flag — don't silently overwrite — anything the call *contradicts*: | CRM field | Update from the call | |---|---| | Stage | Advance only if the exit criteria were actually m