Send recap after sales demo.

Channels: email

Hi {{first_name}},

Thanks for the time today. Recap:

- What we showed: {{demo_topics}}
- Open questions to follow up: {{open_questions}}
- What you said you'd evaluate next: {{customer_next_steps}}
- What I'll do next: {{my_next_steps}}

Recording: {{recording_url}}. Slide deck: {{deck_url}}.

When are you ready to move forward?

{{agent_name}}

Related templates

Macros that learn. Not a Notion doc.

SupportWire's macro library lives next to the inbox. AI suggests the right one. Variables auto-fill from contact data.