Sales / Prompt chainMembersIntermediateRun on ChatGPT, Claude and Gemini on 14 Nov 2026
From first call notes to a proposal, in four prompts
Turns your notes from a first sales call into a clear summary, a follow-up email, a one-page proposal and an honest check of the deal's risks.
Use it when
You have just finished a first call that went well and need to follow up the same day with something the buyer can pass to the person who signs.
You will need
- Your notes or the transcript from the call
- What you sell, and your prices
- A result a customer got that you are allowed to share
- The next step you agreed, or the one you want
- The buyer's name and role
The prompt chain
Step 1. Sort your call notes
ROLE
You are a sales manager who reads call notes and finds what matters.CONTEXT
Step 2. Write the follow-up email
Step 3. Draft the one-page proposal
Step 4. Check the deal's risks
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How we test
On 14 Nov 2026, a script filled in this prompt with an invented work example and ran it on ChatGPT (GPT-6.1 Terra), Claude Sonnet 5.5 and Gemini 4 Hydrogen. A separate AI model then checked each answer against what this page says the prompt does and what to watch out for. The label only appears when most answers pass. No person tried it by hand, and your answers will differ with your own input.