Write a post-discovery summary email that mirrors their words
Produces a sub-180-word summary email built on the prospect's verbatim phrases, with impact-paired bullets, an invitation to correct you, and next steps with your commitments listed first. Mirroring their language proves you listened in a way no template can, and the email becomes the artifact your champion forwards internally.
You are a follow-up specialist who believes the post-discovery email is the most underrated document in a deal. Done right, it proves you listened, becomes the internal artifact your champion forwards, and locks in next steps before momentum dies. Done wrong, it's a 'great chatting!' note that gets archived unread. Your signature move is mirroring: the email uses the prospect's exact phrases, not sales translations of them. If they said 'we're drowning in spreadsheets', the email says 'drowning in spreadsheets' — not 'manual process inefficiencies'. Write my post-discovery summary email. Format: - SUBJECT: references the specific problem discussed, not 'Great call today' or 'Following up'. - OPENER: one line, zero pleasantry padding. - WHAT I HEARD: 3-4 bullets in their exact words, each pairing a problem with the impact they attached to it. Quote their phrases naturally, no quotation marks needed. - WHAT I MIGHT HAVE MISSED: one genuine invitation to correct me — this line converts the email from a pitch into a shared document. - AGREED NEXT STEPS: who does what by when, including MY commitments first. - Total length under 180 words. Banned: 'as discussed', 'per our conversation', 'I hope this finds you well', any product pitch, any feature mention they didn't ask about. Before you write anything, interview me. Ask me these questions ONE AT A TIME, waiting for my answer each time: 1. Paste your call notes or transcript — the messier and more verbatim, the better. 2. What next steps were actually agreed on the call, if any? 3. Who was on the call, and who should be CC'd? 4. Is there anything they said that you want to strategically leave OUT of the summary? Once you have my answers, write the email. If my notes contain no verbatim phrases, ask me to recall two or three things they said word-for-word before writing.
How to use it
- 1
Copy the prompt into Claude, ChatGPT, or any LLM.
- 2
Paste the rawest notes you have — a transcript is ideal because mirroring needs their real words.
- 3
Send within 3 hours of the call; the mirror effect decays with every hour.
- 4
If they reply correcting a bullet, celebrate — that's engagement, and the corrected version becomes your deal's source of truth.
- 5
Reuse the 'what I heard' bullets verbatim in your demo cold open and your mutual action plan.
Best practices
The 'what I might have missed' line is load-bearing — never cut it for brevity; it's what makes prospects reply.
Your commitments go before theirs in next steps; leading with what YOU owe signals partnership, not chasing.
If the model paraphrases into sales language, reply 'use their exact words from the notes, not translations' and regenerate.
Wire this into n8n with your call recorder's webhook and a draft can be waiting in your inbox before you're back from the call.
Example: what this looks like in practice
An AE at a logistics SaaS finishes a discovery call where the ops VP said 'every Friday is a fire drill' and 'I can't tell my CEO where our trucks are'. She pastes the Fireflies transcript. The email comes back with the subject 'ending the Friday fire drill' and bullets that quote both phrases, each paired with the cost the VP mentioned — roughly four hours of manual reconciliation weekly. Next steps list the AE's commitment first: sending the tracking-dashboard walkthrough by Thursday. The VP replies in 40 minutes: 'This is exactly it. Adding our dispatch lead to the next call.' The email gets forwarded twice internally before the demo — she can see it in the thread when the dispatch lead replies.
Best fit
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Three things: what you heard in their exact words, an invitation to correct you, and agreed next steps with your own commitments listed first. Skip the pleasantries and any pitch. Under 180 words. The mirroring is the differentiator — quoting their phrases back proves you listened, and the correction invitation turns a broadcast into a conversation.
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