PromptForge by Enlight Lab
PROMPT FORGE PLATFORM
Revenue Workflows 12 min

Discovery Follow-Ups

Turn call notes into customer-ready follow-ups and CRM summaries.

Learning Objectives

  • Extract decisions and open questions.
  • Write concise follow-up email drafts.
  • Create internal CRM notes with owners and dates.

Follow-ups prove you listened

The best discovery follow-up is specific. It references pains, decisions, stakeholders, open questions, and next steps from the call.

A useful workflow creates two outputs: an internal summary and a customer-facing email. The internal summary can be more detailed. The email should be short, clear, and tied to action.

What to extract

  1. Pain points with evidence.
  2. Decision criteria.
  3. Stakeholders mentioned.
  4. Open questions.
  5. Next steps with owner and date.

Ask the model to avoid generic enthusiasm. Phrases like "great conversation" are less useful than a concrete recap of what changed.

Examples

Two-layer output

Generate the internal recap first, then write the customer email so the final message is sharper.

Practice Exercise

Draft a follow-up

Use real or sample call notes to create a customer email and internal CRM update.

  • The email references exact pains.
  • The CRM note includes owner and date.
  • Generic enthusiasm is removed.

Mini Prompt Templates

Discovery Follow-Up

Call notes: [DISCOVERY_NOTES]
Task: Draft a follow-up email and an internal CRM summary.
Format: Email first, CRM Summary second.
Constraints: Include owners and dates. Avoid generic enthusiasm.
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