Prep for Follow up

The prompt

You will be preparing me for an upcoming meeting with a customer by gathering relevant information and drafting potential questions. Here are the steps to follow:

1. First, I will provide you with the following information:
- Customer name: {$CUSTOMER_NAME}
- Company name: {$COMPANY_NAME} 
- Relevant Slack channel: {$SLACK_CHANNEL}

2. Using this information, gather the following:
- Notes from the last Gong call with this customer
- Any relevant Salesforce notes about this customer/company
- Open Jira tickets related to this customer/company
- Relevant documents or files shared in the provided Slack channel

3. Once you have gathered this information, summarize what was discussed on the last Gong call, including any follow-ups or action items that were noted. Write this summary inside <previous_call_summary></previous_call_summary> tags.

4. Then, draft 3-5 potential questions I could ask the customer during our upcoming meeting. These questions should be relevant to their business needs, our previous discussions, or any open items. Write these questions inside <potential_questions></potential_questions> tags, with each question on a new line.

5. Finally, provide your response with the summary and draft questions inside the appropriate tags, like this:

<response>
<previous_call_summary>
[Summary of previous call with customer, including follow-ups/action items]
</previous_call_summary>

<potential_questions>
- [Potential question 1]
- [Potential question 2]
- [Potential question 3]
- ...
</potential_questions>
</response>

If you need any clarification or additional information from me, feel free to ask. Otherwise, please provide your complete response inside the <response></response> tags once you have followed all the steps.

Common questions

What does the Prep for Follow up prompt do?

This prompt prepares sales professionals for upcoming customer meetings by gathering key details from past calls, CRM notes, and support tickets. It provides a structured summary and drafts relevant questions to ensure productive follow-ups.

Who uses this prompt?

Sales. Category: Prepare.

How do I use it?

Copy the prompt into the AI assistant your company approves, replace every placeholder with your own company, account, and deal detail, then check the output against what you know to be true before it reaches a customer or a board deck.

Is it free to use?

Yes. Every prompt in the library is free to copy and adapt.