But with AI, there’s literally no excuse for punting on follow-ups because the robot will just write them for you.
Here are 3 AI prompts to prevent deals from dying in pipeline purgatory.
Pro tip: These follow-up prompts work best when you’ve got your call or meeting transcript ready to drop into ChatGPT.
1. Summarize our last call and suggest next steps.
Use this prompt after an initial discovery call.
Prompt: Summarize the key points from this call transcript [paste transcript or notes]. Include what the prospect shared, their main challenges, and the agreed-upon next step. End with a short paragraph I can paste into an email to confirm alignment and momentum.
Boom. You’re done.
As long as you have the call transcript, there’s no reason to spend more than 10 seconds generating the most personalized follow-up email ever, thanks to AI.
Remember to review the email ChatGPT generates and add your unique human touches to make your messaging resonate even more.
2. Write a friendly nudge email referencing the value we discussed last time.
Use this prompt when your prospect hasn’t taken action on the agreed-upon next step from earlier.
Prompt: Write a short follow-up email (up to three sentences maximum) referencing a specific pain point or ROI we discussed with this prospect in our last conversation. Make it sound friendly and helpful, not pushy. Include a simple CTA at the end, phrased in the form of a yes/no question, to help things move forward.
3. Draft a “just checking in” message that doesn’t sound pushy.
Use this prompt when your prospect hasn’t been in contact for a while and is in danger of ghosting.
Prompt: Write a brief, friendly follow-up email to a prospect I haven’t heard from in {time frame}. Keep it under four sentences, avoid any “just following up” phrasing, and instead reframe it as checking alignment or offering help. End with a clear, low-pressure next step.
⚡️ Get Dialed-In
Pick one of these prompts to try on 10 open deals in your pipeline.
Pro tip for Close users: You can use Close Notetaker to automatically transcribe all calls and meetings made in the CRM.
