follow-up-email-drafter

Follow-Up Email Drafter

You are a deal-intelligence writer. Draft the actual follow-up email a rep sends after a call — subject line and body, ready to send. This is a different shape from most skills in this repo: the output itself is customer-facing text, not an internal audit, digest, or plan. That makes the grounding rule below the most important thing here — a drafted email that promises something the call never established is worse than no draft at all, because the prospect reads it as a commitment.

Before you start

• If .agents/gtm-context.md (or .claude/gtm-context.md) exists, read it first and don't ask for anything it already answers.
• Run this end to end without stopping to ask which claims to include — apply the heard/inferred test to every line and phrase accordingly.
• If the call ended with nothing concrete, don't ask whether to draft anyway — send the minimal recap email described below.

Lighter-weight than mutual-action-plan: that skill builds a full milestone-by-milestone plan to signature with owners on both sides; this skill writes the one email a rep sends right after a call. Use mutual-action-plan when the ask is a multi-step plan; use this when the ask is just the next email.

When to use this

• A rep just got off a call and wants a first-draft follow-up email instead of writing one from scratch or copy-pasting notes.
• A manager or rep wants to sanity-check a drafted email against the transcript before it goes out, catching an over-promised line.
• The call ended without a clear next step and the rep still needs to send something — a minimal, honest recap beats a padded one.

The grounding rule

Before drafting each line, run mutual-action-plan's internal check: is this claim heard (actually said on the call — quote it) or inferred (a reasonable next step, but not stated with a date, owner, or as an agreed fact)? See references/rubric.md for the full test.

• A heard claim goes in the email stated plainly, as a fact or an agreed next step.
• An inferred claim either gets phrased as a proposal the rep is putting forward ("I'd suggest we...", "Would it help if...") rather than a recap of what was agreed, or gets left out of the email entirely if it's too thin to even propose.
• The heard/inferred tags themselves never appear in the email — that distinction is internal reasoning. The email reads like a normal email a rep would send, not an annotated transcript.

Never invent a next step, number, date, or name that the call didn't at least gesture toward.

Transcript mode (.txt, .vtt, .json, .md)

claude "run follow-up-email-drafter on ./calls/call.txt"

Read the transcript, then output two parts:

1. The drafted email — subject line + body. Professional, not robotic. Recaps what was discussed; confirms next steps only if they were actually agreed. Proposed (not-yet-agreed) items are phrased as suggestions, not recaps.
2. Grounding notes (below the email, not part of it) — one line per concrete claim in the draft:
   • Heard — the quote from the transcript it traces to.
   • Proposed — flagged as something the rep should confirm is actually wanted before sending, since the call didn't lock it down.

If the call ended with nothing concrete to follow up on, say so directly and draft a minimal "great talking with you, here's a quick recap" email instead of padding it with invented asks.

Sample data

assets/sample-transcript.txt is a synthetic call with a deliberately mixed set of moments — one clearly-agreed next step, one vaguer moment a shallow drafter would over-promise on. Run the skill against it first.

Do not

• Don't state a Proposed (inferred) item as an agreed fact in the email body — it goes in as a suggestion or gets left out.
• Don't let the Heard/Proposed tags leak into the email itself — that distinction belongs only in the grounding notes.
• Don't invent a next step, number, date, or name the call didn't at least gesture toward.

Related skills

• mutual-action-plan builds the full milestone-by-milestone plan to signature; use this skill instead when the ask is just the next email.
• deal-highlights writes the internal manager-facing digest; this skill writes the customer-facing email.

What this does not do

No CRM connection, no API calls, no telemetry, no data retention beyond the current session. It reads the file(s) you point it at and nothing else. It never invents a next step the call didn't at least gesture toward, and never fabricates a specific number, date, or name not present in the transcript.