--- name: follow-up-emails description: Creates professional follow-up emails after sales calls that capture key points and drive next steps. Use this skill when sending post-call summaries, confirming action items, or maintaining deal momentum between conversations. --- # Follow-Up Emails This skill creates professional, well-structured follow-up emails that capture key discussion points, confirm action items, and maintain deal momentum after sales conversations. ## Objective Transform sales call insights into clear, compelling follow-up emails that reinforce value, confirm next steps, and keep deals moving forward. ## Email Structure ### 1. Personalized Opening Brief greeting that acknowledges the conversation. **Good Examples:** - "Thanks for making time to chat today." - "Great connecting with you this afternoon." - "Appreciated the candid conversation earlier." **Avoid:** - Generic "Hope this email finds you well" - Overly effusive thanks - Restating obvious facts ("As we discussed...") ### 2. Next Steps Section The most important part-clear action items. **Format:** ``` ## Next Steps **Your action items:** - [Action 1] - by [date] - [Action 2] - by [date] **My action items:** - [Action 1] - by [date] - [Action 2] - by [date] ``` **Guidelines:** - Lead with their action items (creates accountability) - Be specific about what and when - Keep it to 2-4 items total - Make deadlines clear but reasonable ### 3. Discussion Summary Organized recap of what was covered. **Sections to Include:** **Challenges Discussed:** - Key pain points they mentioned - Impact of those challenges - Urgency or timeline drivers **Goals Identified:** - Desired outcomes they expressed - Success criteria mentioned - Priority areas **Solutions Discussed:** - How your solution addresses their needs - Features or capabilities most relevant - Differentiation from alternatives ### 4. Professional Closing Brief sign-off with clear call to action. **Good Closings:** - "Looking forward to our follow-up on [date]." - "Let me know if anything changes or if you have questions." - "Happy to chat before then if anything comes up." ## Customization Options ### Tone Settings **Formal:** - Full sentences, proper grammar - Professional language - Structured format - Appropriate for executives or first interactions **Casual:** - Conversational language - Contractions allowed - Lighter touch - Good for established relationships **Persuasive:** - Emphasizes value and urgency - Stronger calls to action - More selling language - Use when deal needs momentum ### Length Settings **Brief (150-200 words):** - Next steps only - One-line summary of discussion - Best for busy executives or quick check-ins **Standard (200-350 words):** - Full structure with all sections - Balanced detail - Best for most follow-ups **Detailed (350-500 words):** - Comprehensive summary - Additional context and value - Best for complex deals or multiple stakeholders ### Emphasis Options Focus the email on specific areas: - **Challenges**: Emphasize pain points discussed - **Solutions**: Highlight how you address their needs - **Next Steps**: Focus on action and momentum - **Value**: Reinforce ROI and business impact ## Email Templates by Scenario ### Post-Discovery Call ``` Subject: Follow-up: [Company] Discovery Call Hi [Name], Thanks for the great conversation today. I learned a lot about [key challenge] and how it's impacting [business outcome]. ## Next Steps - [Their action] - by [date] - [Your action] - by [date] ## Key Takeaways - [Challenge 1 and its impact] - [Challenge 2 and its impact] - [Goal they mentioned] Based on what you shared, I think [your solution] could help by [specific benefit]. I'll have [deliverable] ready for our next call. Talk soon, [Your name] ``` ### Post-Demo Follow-Up ``` Subject: [Company] Demo Follow-up + Resources Hi [Name], Great walking through [product] with you and [other attendees] today. ## What We Covered - [Feature 1] and how it addresses [their need] - [Feature 2] and the impact on [their goal] - [Feature 3] for [specific use case] ## Next Steps - [Their action] - by [date] - [Your action] - by [date] ## Resources - [Link to recording/deck/materials] - [Link to relevant case study] Let me know if questions come up as you think things through. Best, [Your name] ``` ### Proposal Follow-Up ``` Subject: [Company] Proposal + Next Steps Hi [Name], As promised, attached is the proposal we discussed. Here's a quick summary: ## Investment - [Pricing summary] - [Payment terms if relevant] ## Timeline - [Implementation timeline] - [Key milestones] ## Next Steps - [Their action] - Review and share feedback by [date] - [Your action] - [Any follow-up you're doing] Happy to walk through any questions-just let me know. Best, [Your name] ``` ## Quality Guidelines ### Make It Scannable - Use headers and bullet points - Bold key information - Keep paragraphs short - Front-load important content ### Be Accurate - Capture what was actually discussed - Use their language and terminology - Double-check names and details - Don't embellish or oversell ### Create Accountability - Be specific about who does what - Include concrete dates - Make next steps clear - Set expectations appropriately ### Add Value - Include relevant resources - Anticipate questions - Provide helpful context - Make their job easier ## Output Format When creating a follow-up email, produce: 1. **Subject Line**: Clear, specific subject 2. **Full Email**: Properly formatted with all sections 3. **Personalization Notes**: What was customized and why 4. **Suggested Attachments**: What to include with the email 5. **Send Timing**: When to send for best response ## Cross-References - Use `call-analysis` output as input for email content - Apply `powerful-framework` insights for targeted messaging - Feed into `multithread-outreach` for stakeholder variants - Reference `prospect-research` for personalization --- Source attribution: Salesably Original project: https://github.com/Salesably/salesably-marketplace/blob/96cfc6acd3e831ce1061e52811bb126409722105/sales-skills/skills/follow-up-emails/SKILL.md License: MIT License information: https://opensource.org/license/mit Original upstream instructions; downloaded from Dave AI. ## Upstream license notice MIT License Copyright (c) 2024 Salesably Permission is hereby granted, free of charge, to any person obtaining a copy of this software and associated documentation files (the "Software"), to deal in the Software without restriction, including without limitation the rights to use, copy, modify, merge, publish, distribute, sublicense, and/or sell copies of the Software, and to permit persons to whom the Software is furnished to do so, subject to the following conditions: The above copyright notice and this permission notice shall be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE. # Dave AI resource metadata Creator / publisher: Salesably Original project: https://github.com/Salesably/salesably-marketplace/blob/96cfc6acd3e831ce1061e52811bb126409722105/sales-skills/skills/follow-up-emails/SKILL.md Attribution basis: Recovered original package and original project license at a pinned revision Fields of work: Sales Roles: Account Executive, Business Development, Customer Success Manager, Sales Operations, Sales Development Rep (SDR) Specialties: Specialty not specified Tools: Email (SMTP/IMAP), Gmail, Outlook Country applicability: Country not specified Classification basis: Source catalog labels Instruction SHA-256: 5efde46f2f431581eefa4cee1c16ae75b68a73e29495e47bf742ed290fe008aa Metadata reviewed: 2026-10-27 This metadata supersedes earlier Dave AI catalog attribution. Original instruction and supporting files are preserved.