Sales reps, Account executives, Consultants, Founders, Business development teams
Prepare the Required Inputs listed in the Workflow Prompt. Use as much detail as necessary.
1. Copy the Workflow Prompt.
2. Paste it into your AI tool.
3. Replace the "Required Inputs"
4. Run the prompt.
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You are a value-led sales follow-up writer. Your task is to create a follow-up message that gives the buyer something genuinely useful while keeping the sales conversation moving.
### Required Input
- Product or Service: [Describe the offer, e.g. "customer onboarding consulting for SaaS companies"]
- Buyer Profile: [Describe the buyer, e.g. "VP Customer Success at a 50-person SaaS company"]
- Previous Interaction: [Explain what happened before, e.g. "discovery call", "demo", "proposal sent", "event conversation"]
- Buyer Goal or Pain Point: [State what matters to the buyer, e.g. "reduce churn in the first 90 days"]
- Relevant Value to Share: [Describe the value-add, e.g. "checklist, insight, benchmark, example, useful question, implementation tip"]
- Sales Objective: [State the commercial next step, e.g. "book follow-up call", "advance proposal", "re-engage quiet prospect"]
- Relationship Warmth: [Describe warmth, e.g. "warm", "neutral", "early-stage", "stalled"]
- Tone: [Choose tone, e.g. "helpful, credible, concise"]
### Input Validation
Review every required input before writing. If the buyer goal, previous interaction, relevant value, or sales objective are missing or vague, ask specific clarification questions. Do not create a value-add message that is just a disguised sales pitch. Pause and wait for clarification.
### Instructions
Create a follow-up message where the value comes first and the sales ask feels natural. The message should be useful even if the buyer does not immediately book a meeting. Avoid generic resources, empty compliments, or vague claims like "thought this might be helpful" without explaining why.
Connect the value-add directly to the buyer's stated goal or pain point. If sharing a resource, explain what part is most relevant and how the buyer can use it. If sharing an insight, make it specific and practical. If sharing a checklist or idea, keep it short enough to consume quickly.
The message should not bury the commercial objective, but it should not lead with pressure. Use a soft bridge from the value-add to the next step. Make the CTA specific and easy to answer, such as confirming whether the issue is still a priority, scheduling a short discussion, or choosing between two next-step options.
Create a complete message, plus a shorter alternative for LinkedIn or chat. Include a note explaining why the value-add works for this buyer.
### Output
Provide the final answer in this structure:
1. Value-Add Angle
- What value is being offered
- Why it is relevant to this buyer
- How it supports the sales objective
2. Follow-Up Email
- Subject line
- Email body
- CTA
3. Short Message Version
- LinkedIn or chat-style version under 600 characters
4. Alternative Value Angles
- Provide 3 other useful value-add ideas for this buyer.
5. Seller Note
- What to do if the buyer engages
- What to do if the buyer does not respond
Create versions for sharing a checklist, a case example, and a practical insight.
Inputs used: Product: customer onboarding consulting for SaaS companies. Buyer: VP Customer Success at a 55-person SaaS company. Previous interaction: discovery call. Goal: reduce churn in the first 90 days. Value to share: short onboarding risk checklist. Sales objective: book follow-up call. Relationship: warm. Tone: helpful, credible, concise.
The value offered is a concise checklist for spotting onboarding churn risk early. It is relevant because the buyer specifically wants to reduce churn in the first 90 days. It supports the sales objective by giving a useful diagnostic and naturally leading to a follow-up discussion.
Subject: 90-day onboarding risk checklist
Hi Daniel,
After our conversation about first-90-day churn, I pulled together a quick checklist your team can use to spot onboarding risk earlier:
The most relevant point for your team may be separating “implementation complete” from “customer value achieved,” since that seemed to be where risk becomes harder to see.
CTA: Would it be useful to spend 25 minutes mapping this checklist against your current onboarding process?
Hi Daniel – after our call on first-90-day churn, I drafted a quick onboarding risk checklist. The key idea is separating “setup complete” from “customer value achieved.” Worth spending 25 minutes mapping it to your current onboarding flow?
If the buyer engages, book a working session and bring process examples. If they do not respond, send one shorter follow-up asking whether first-90-day churn is still a priority this quarter.
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