Call notes into a follow-up email and tasks

The problem

After a call, the follow-up email and the CRM update are the first things to slip. Details are forgotten, and promised next steps happen late or not at all.

What SI does

From typed notes, a voice memo or a call transcript, SI writes a short recap: what the client needs, what was agreed, open questions and who does what by when. It drafts the follow-up email, updates the CRM fields and creates tasks with due dates.

Examples

The same job looks different in different businesses. These are illustrations, not client results.

• Marketing agency

  A discovery call transcript becomes a recap listing the client's goals, the two campaigns discussed and a promise to send a proposal by Thursday, with a task created for it.

• Solar installer

  A rep's voice memo from a site visit becomes notes on roof orientation and the homeowner's financing question, plus a follow-up email with the requested information.

• IT managed-services provider

  Notes from a call with a medical office about backups become a task list and an email confirming the next meeting.

What it takes to set up

A way to get notes or transcripts to SI, and access to the CRM and email drafts. Setup is often a day or two.

Try it yourself

Paste this into your SI tool of choice and swap the [bracketed] parts for your own details. It asks SI to stop and show you before it does anything.

Here are my notes or transcript from a call with [client]: [paste]. Write a recap with needs, decisions, open questions and next steps with owners and dates. Draft a follow-up email in my voice. List the CRM fields to update and tasks to create. Pause and show me before sending, submitting, posting or changing anything.