Claude
Follow-ups: an hour to five minutes
A sales team took 15-20 calls a week. Staff wrote each recap by hand, and some recaps never went out. The team set up a Claude Project with instructions for tone and structure. After a call, the rep dictates a short brain dump and drops in the meeting transcript. Claude drafts the follow-up email. A person reviews the draft, then sends it. Setup took about 1 hour.
How it wentFollow-up time fell from 20-60 minutes to 3-5 minutes per call. Across 15 calls a week, the team says that gives back a full workday. The source gives no sales figure, no conversion rate, and no reply rate, so the gain on record is time only.
Try it · based on the source's workflow
Draft a follow-up email for this sales call. Use the transcript and my notes on the prospect's intent. Follow the tone and structure in my project instructions: thank them, restate their goal, name the next step and date, and keep it short. Show me the draft for review. Do not send it.
A starting template based on the workflow the source describes. Review it before you use it; you are responsible for what it does.
Follow-ups: an hour to five minutes — from The SmallOffice Brief, a daily brief of real AI cases for small businesses: https://smalloffice.space/case-follow-ups-an-hour-to-five-minutes