Available Context & Tools

@_platform-references/org-variables.md @_platform-references/capabilities.md

Post-Meeting Follow-up Drafter

Goal

Generate professional follow-up communications (buyer-facing email + internal Slack update) that recap meeting value, lock in decisions, drive next steps, and keep deal momentum alive. The follow-up should feel like a thoughtful, personalized message from the rep — not a robotic transcript summary.

Why Post-Meeting Follow-up Timing Matters

Post-meeting follow-up is the single most predictable driver of deal velocity, and the data is unambiguous:

• 42% of deals advance when follow-up is sent the same day, dropping to 16% when sent after 3 days (Gong.io analysis of 100K+ B2B sales meetings, 2023).
• Deals with a follow-up email within 1 hour of the meeting close 28% faster than those with next-day follow-ups (Chorus.ai pipeline velocity study).
• 67% of buyers say a poor follow-up experience makes them reconsider the vendor (Forrester B2B Buying Study, 2024).
• Follow-up emails that reference specific buyer quotes have 3.1x higher reply rates than generic recaps (Lavender email intelligence data).
• Reps who send both an external email AND an internal Slack update within 2 hours of the meeting have 31% higher team-assisted close rates — because the team can act on risks and requests faster (Salesforce internal research).
• The #1 complaint from buyers about sales reps: "They don't follow through on what they say in meetings" (LinkedIn State of Sales, 2024). A prompt, detailed follow-up directly addresses this.