Follow-Up Emails

​

Overview

Give Paige some meeting notes or instructions and she’ll draft a personalized follow-up email for you to send after calls.

Based on your instructions, she can include a meeting recap, next steps, answers to any open questions, and content links - all in one go!

​

Benefits

1. Save Time: Reduce time spent on meeting follow-ups by 90%.
2. Personalization: The AI understands the conversation and your previous interactions to provide a more personalized email.
3. Insights: Sales reps can more easily share content and track engagement

​

How it works

1. Provide Instructions: In the DealPage Chrome Extension or the DealPage web app, select “Compose” and provide custom instructions for the AI to draft the email
2. Choose Content: Select the content from your knowledge base that you want to share. The AI will create a unique link and include a formatted version in the email it drafts

3. Provide Context: You can add additional context, e.g. a meeting transcript, to help the AI understand the conversation and draft a more personalized email with next steps and a meeting recap.
4. Email Drafting: Click “Draft” and you’ll get a complete, context-aware, personalized email with the right content shared.

​

Tips

1. Use the Chrome Extension: The Chrome Extension makes it easy to draft emails with content links.
2. Add Context: The more context you provide, the more personalized the email will be.
3. Follow Up Right Away: The best time to follow up is within 24 hours of a meeting or call.