Sign in
Get a demo
Get a demo
Product
solutions
Resources
About
sign inget a demo
Back to prompt library

Prep for followup call with prospect

Share this prompt on your socials.

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.

Copy to clipboard
Copied!
Already a Glean customer? Use this prompt now!
Jump into Glean Chat

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:

Gong
Salesforce
Jira
Google Drive
Slack

Other related prompts

Compare two products

Create a competitive feature comparison table using the provided folder and document URLs. Compare the features of the specified company and competitor, marking available features with check marks and unavailable features with Xs.1

Sales
Research

Identify high churn risk customers

Identify accounts with renewals due in <30 days from the "H2 FY25 Renewal Report" and draft a polite, professional email informing them of the upcoming renewal.

Sales
Analyze

Confirm product capabilities to prospect

Provide true/false answers to specified questions about product capabilities, with details

Sales
Research

Outline workshop agenda for sales

Create a half-day agenda on recent Tier 1 launches, including a Q&A with the product team.

Sales
Create