Post-Call Analysis & Follow-Up Email Workflow

What this workflow produces: MEDDPICC scoring, risk flags, recommended next steps, and a draft follow-up email.

1. Step 1 — Complete the call and save the transcript

   Save or paste the transcript from Gong, Chorus, Zoom, or Fireflies.

2. Step 2 — Run the MEDDPICC Call Analysis prompt

   Paste transcript into the MEDDPICC Call Analysis prompt. Output: element assessment, risk flags, next steps, draft follow-up email.

3. Step 3 — Review and send the follow-up email

   Review the AI draft. Adjust for voice and accuracy. Send.

4. Step 4 — Paste MEDDPICC summary into CRM

   Copy the MEDDPICC scoring summary into the CRM deal notes field. Update deal stage if warranted.