Prompts for sales follow-ups

By the Chat Judge team · Updated · 4 min read · Links go to prompts in our library; creators are credited on each prompt.

In short: A sales follow-up works when it is short, uses only what was actually said, and makes one next step obvious. This guide lines up the prompts for each moment: before the call, the same day, when you send the proposal, when a deal goes quiet, and when the customer pushes back on price.

Before the call

The follow-up is easier to write when the call was better prepared. Pre-call brief before every sales call, shared by Michael, has your assistant look through the CRM, past emails and meeting history and send you, shortly before the meeting, who you are meeting, what happened last time, open commitments and unresolved objections. It only helps if those records exist and the assistant can read them.

For a first conversation, Prospect research brief, shared by AImonkey, gives you what the company sells, likely problems, recent changes and a three-line opener. Score a lead from 1 to 10, also from AImonkey, scores a prospect against your own definition of an ideal client and tells you whether to prioritise or skip. Both are opinions generated from whatever you paste, so treat the score as a way to be consistent, not as a fact about the prospect.

The same day: write it while the call is fresh

Meeting follow-up email is the one to use the same day. You paste who you met, your notes, your recommendation and the single agreed next step, and it drafts one email that does not add facts you did not supply. If the draft comes back stiff, Refine an email cleans it up while keeping the details.

When the call produces a warm introduction rather than a next meeting, Forwardable warm-intro blurb writes the three or four sentences your contact can forward without editing, in the third person, with one concrete number. For a short direct message instead of an email, Personalized outreach DM, shared by AImonkey, gives three openers capped at 40 words with no pitch in the first one.

Sending the proposal, and the deal that goes quiet

Email that sends a proposal writes the note that accompanies the attachment: what it covers and an invitation to discuss next steps. Keep it shorter than the proposal. Its only job is to get the document opened.

When weeks pass, Follow-up sweep for dormant conversations, shared by Michael, reviews recent email and calendar and sorts people into waiting on you, waiting on them, or neither side followed up. Act on the first group yourself. Keep a relationship open is for the meeting that ended without a deal: it reflects what interested them and leaves the door open without pushing. Recommend a smaller start or a continuation helps when the real blocker is budget, proposing a pilot, a smaller plan or an extension instead of restating the full offer.

When they reply with a discount request

Do the thinking before the writing. Counter-offer to a discount request asks what you give, what you hold and what you ask for in return, and separates one-time from recurring revenue. Negotiation reply does the same and then drafts the reply, firm and warm, under 200 words, after flagging inconsistencies in your own proposal. Decide the position yourself. The draft should only go out once it matches a position you have actually chosen, and every number in it should be one you supplied.

What good follow-up looks like

Four rules cover nearly every prompt in this guide. Write the same day, while you still remember what they reacted to. Mention one specific thing from the conversation, so it could not have been sent to anyone else. End with exactly one next step, owned by a named person, with a time. And never add a fact, a discount or a commitment that was not actually discussed. The prompts enforce this where they can, but you are the one who knows what was said.

Keep a short record per deal: last contact, what they owe you, what you owe them, and the date you will follow up if you hear nothing. The follow-up sweep can build that list from your inbox if your assistant can read it; otherwise a simple note works. Review it once a week rather than whenever you feel guilty.

Finally, match the channel to the relationship. A cold first touch wants Cold outreach to a senior target, under 120 words and led by their problem. Someone you met wants the meeting follow-up. A contact offering to introduce you wants the forwardable blurb. Using the cold template on a warm contact is how good conversations turn stiff.

How to get good results from any of these prompts

  1. Fill in every placeholder. Anything in [BRACKETS] is a fact only you know. Leave one empty and the model will guess.
  2. Tell it what not to invent. Add "use only the facts above, and flag anything missing" if the prompt does not already say it.
  3. Ask for one version first. Fix the direction, then ask for variations.
  4. Check every name, number and promise before anything leaves your hands.
  5. Edit it into your own voice. Read it aloud once; if it does not sound like you, change it.

Prompts in this guide

EmailsChatGPTMeeting follow-up emailRight after a customer or partner meeting, when you have your notes and a clear next step.View prompt EmailsChatGPTEmail that sends a proposalYou are attaching a final proposal and want it to start a conversation.View prompt EmailsChatGPTRefine an emailYou have a rough draft and want it clear, natural and professional.View prompt EmailsChatGPTKeep a relationship openAfter a meeting that did not end in a deal, with a partner or investor you want to stay close to.View prompt EmailsChatGPTRecommend a smaller start or a continuationA budget is tight or a contract is up and you want to propose a pilot, downgrade or extension.View prompt EmailsClaudeNegotiation reply: what to give, hold and askA customer or partner has pushed back on price or terms and you must reply.View prompt PricingClaudeCounter-offer to a discount requestA customer wants a discount and you need a position before you reply.View prompt EmailsClaudeForwardable warm-intro blurbYou want a connector to introduce you without having to rewrite anything.View prompt

Questions people ask

How soon should I send a follow-up?

The same day is easiest because the details are fresh. There is no rule that fits every deal.

Should an AI send follow-ups automatically?

Let it draft and remind you; keep sending in your hands, at least until you have checked enough drafts to trust the pattern. Never let it promise anything you did not.

What if the customer goes silent after the proposal?

Use the follow-up sweep to find the conversation, then send a short note with one specific question or a smaller next step.

Keep exploring

More guides

Written by the Chat Judge team from prompts in our library. We do not run model benchmarks, and nothing here is a claim about results you will get. Spot a problem? Tell us or submit a better prompt.