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Prep for followup call with prospect

Prep for followup call with prospect

prompt

Prepare me for my meeting with [[Customer name]] from [[Company name]]. Summarize what we talked about on our last Gong call and if there were any follow ups or action items. Include salesforce notes, jira tickets, documents, and notes from [[Slack channel]]. Draft several questions I could ask during the meeting.

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Prep for followup call with prospect

prompt description

Prepare for a meeting with a customer by summarizing the last conversation from a Gong call, including any follow-ups or action items. Incorporate notes from Salesforce, Jira tickets, the specified document, and Slack channel. Draft several questions to ask during the meeting.1

Suited for:

Sales

Category:

Research

Connectors: