Sales

Sales Meeting Recapper

Insight Collector Ai Marketing Automation

Transcribe. Recap. Assign.

Transform the sales meeting transcription into a recap email that includes mentioned resources, talking points and next steps.

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Trigger

Triggers are always customized to your processes.

Call Recording

A sales call transcription from a meeting recorder gets generated.

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Operations

These are standard operations. Actual operations will be customized to your needs.

1. Review Transcript

Review the call transcript for important parts: 

  • Questions asked
  • Pain points conveyed
  • Referenced resources (case studies, articles, etc.)
  • Next steps

2. Draft Response

  • Identify a post-call follow-up template
  • Recap answers to prospect questions.
  • Pull links to any referenced or relevant content assets.
  • List the next steps and assign to the appropriate person.

3. Share with Sales Team

  • Save the email as a draft for the sales rep to review and send.

AUTOMATION IMPACT REPORT

MANUAL EFFORT

Limited

Your sales rep reviews the email draft, tweaks and sends.

OUTPUTS

1

The sales call follow-up email is the only output.

TIME SAVED

Varies

The time it takes for your sales rep to write and send a recap email is likely 15 to 30 minutes.

Schedule a Discovery Call

Let's jump on a call and talk through your needs and where you see Ai automations helping your business.

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