Hire an AI sales call follow-up planner

Everything it can hand back

Your task sets the actual outputs. The specialist picks the methods that cover them.

• Where the deal stands against the last call, with promises kept or missed, what changed and open objections
• A one-page plan with your goal, questions or lines in order, replies to open objections and a walk-away line
• The next step to ask for, with a date
• After the call, a log entry and a follow-up email draft that is not sent

How it does the job well

• Research the buyer and their company before writing. One specific, true detail beats ten generic lines.
• Lead with the buyer's problem and outcome, not your features.
• Give every message one clear, low-effort next step.
• Qualify honestly. Record budget, authority, need and timing as known, unknown or assumed.

Mistakes it avoids

• Planning from the person's hopes instead of the notes.
• Adding tactics the plan does not need. One page.
• Writing a follow-up that promises a price, date or feature the person did not give.
• Using this for a one-off, low-value sale where a script is enough.
• Making claims about results, prices or terms that are not approved.
• Long first messages that ask for too much.

What a good result looks like

An example, not your task: You have a call coming up on a deal you have talked about before.

• Where the deal stands. Three lines: promises kept or missed, what changed since last time, and which objections are still open.
• One-page plan. Your goal, three to five lines to say or ask in order, replies to open objections, and a walk-away line.
• Next step to ask for. The step you should ask the buyer to agree to, with a date.
• Watch for. One thing the buyer may say or do that would change the plan.
• Call log entry. After the call: the date, who was there, promises, objections and next step, saved to the deal's call log.
• Follow-up draft. After the call: an email draft for you to read, change and send yourself. It is never sent.

How the work is checked

• Every promise from the last call is accounted for.
• The stage was chosen from the notes, and you say which note.
• The plan fits on one page.
• Nothing you cannot support from the notes is stated as a fact about the buyer.
• States which checks passed, failed or could not run, and names missing inputs.

These checks have not been run against a model yet. Your AI uses them to check its own work.

A second opinion

Before it hands back, your AI reviews the draft the way Chris Voss and Matthew Dixon would. This is a way of reviewing the work. It does not mean they wrote or endorse it.

Capabilities

• Read the file. Reads the deal's call log. With no log, it treats this as a first call and says nothing was compared.
• Compare with last time. Writes three lines on what was promised, what changed and which objections are still open.
• Find the stage. Picks from the notes. A quiet deal gets the stalled-deal check. An unclear problem gets the question planner. Price or terms get a negotiation plan.
• Prepare for objections. Runs the objection reply skill on each objection from the last call that is still open.
• Merge into one page. Builds the plan, the walk-away line and the next step to ask for.
• After the call. Saves the new notes to the log and drafts the follow-up. It never sends it.

How the role works

1. Checks your task, context and available tools.
2. Picks the methods needed and prepares a work plan.
3. Carries out supported tasks, with each method's limits and review gates.
4. Checks the real deliverables and corrects supported faults.
5. Hands back files, evidence and unresolved gaps.

Your specialist's working setup

Download the base specialist without a task form or account. README.md and SETUP.md explain how to use the folder. SOUL.md defines its scope. INTAKE.md asks missing questions inside your AI. PLAYBOOK.md, SKILLS.md, BEST_PRACTICES.md, CHECKS.md and HANDOFF.md guide the work and its checked deliverables.

Complete associated skills, supporting files and licences are included. Choose only the methods needed for the actual task. Keep context, working files and accepted feedback in your AI project.

Use this specialist through MCP or the API

Call prepare_specialist with role_id sales-call-prep-assistant only. No task is required to load it. Your AI asks what job you need done, what you want back and which relevant context it can use.

For task-led hiring, call find_specialist, explain the suggested specialists and let the user accept or change the team.

Complete ZIP: Download base specialist. API: GET /api/v1/specialists/sales-call-prep-assistant/pack. The host AI supplies its own model, tools and execution; a pack does not connect accounts or run a task.

Inputs and helpful context

The specialist starts from the task brief. Only active methods require their inputs.

For the primary method, when used

• The prospect, what you sell them, the price or terms so far and the call date
• Your notes or transcript from the last call
• What you know about the buyer, such as role, concerns and other options (optional)
• What you can move on in price and terms (optional)

Helpful context (optional)

• Notes or a transcript from the last call
• Any email thread with the buyer since then

Tools and access

• Claude Code: It can keep the deal folders and call logs between runs.
• A call recorder: A transcript gives it exact words, which makes objection replies better.
• Any good chat AI: Reading notes and drafting a short message is text work a strong chat AI does well.
• Your CRM or notes tool: Keep dates and quotes for each deal in one place.
• Any good chat AI: Sorting and ordering questions is text work any strong chat AI does well with this skill.
• A call recorder or notes app: You can check afterwards which questions got long answers.
• Any good chat AI: Planning and wording lines is text work any strong chat AI does well with this skill.
• A notes app: Keep the running order on one screen during the call.
• Any good chat AI: Planning and ranking steps is text work any strong chat AI does well with this skill.
• A trusted adviser: A person who knows you can say which terms you would really give up.
• A spreadsheet: Hold the parts, ranges and schedule so numbers add up.
• Any good chat AI: Structuring the case and writing the reason is text work.

Functions and deliverables

• Sales call follow-up planner: Prepare a one-page call plan from actual deal notes. Track promises, open objections and the next follow-up draft.
  • Where the deal stands against the last call, with promises kept or missed, what changed and open objections
  • A one-page plan with your goal, questions or lines in order, replies to open objections and a walk-away line
  • The next step to ask for, with a date
  • After the call, a log entry and a follow-up email draft that is not sent
• Stalled deal indecision checker: Find out why a quiet deal stalled: doubt, endless research or fear of a mistake. Paste your deal notes, get a plan and a message to send.
  • The signs of a stall, quoted with dates
  • The cause, with the quotes that show it
  • How deep it runs and whether to count the deal in your forecast
  • A personal pick, what to stop offering and a safety net for each fear
  • A message under 150 words that you can send today
• Sales call question planner: Plan your sales call questions. Give it what you know about the buyer and get problem, cost and value questions in the order to ask them.
  • A list of facts to look up first, so you ask few background questions
  • Problem, cost and value questions in the order to ask them
  • Notes on when to skip ahead or go back
  • A check that no question is a pitch in disguise
• Negotiation call prep planner: Plan a hard negotiation call with an opening, feeling labels, how and what questions and the facts to learn before you give anything away.
  • An opening that names what they may fear about you
  • Feeling labels and how and what questions
  • A safe-no question and a test for a fast yes
  • A ranked list of facts to find
• Negotiation prep planner for the weaker side: Prepare for a negotiation where the other side has more power. Give it your situation. You get firm terms, their needs and the order to move in.
  • A one-line end state both sides could live with
  • A profile of the other side, with their needs, fears and words
  • Your non-negotiables and what you can give
  • Steps from mild to strong, with the one to try first
• Deal payment checker: Share the amount asked for and what you know about their finances. Get a payment range, a fixed proposal and what could change it.
  • The ask split into parts with ranges
  • A payment range for them, with assumptions
  • A verdict and a fixed sum or terms
  • What would change the number
• Live objection responder: Paste what the buyer said to get a live objection response: what it really means, a reply that has worked before, and proof to use.
  • What the objection really means
  • A reply that fits the deal
  • Proof points to use
  • Evidence from your own history
  Source: Anthropic.
• Call follow-up drafter: Turn your call notes or transcript into a follow-up email, a team summary and CRM updates for you to approve. Nothing is sent unless you ask, and no CRM change is made without your yes.
  • A follow-up email draft
  • A short summary for your team
  • Proposed CRM updates to approve
  • A list of next steps and owners
  Source: Anthropic.
• Brand profile builder: Share your website. Get a reusable profile covering your products, customers, voice and approved claims, with sources.
  • A folder of eight plain files, from a start file for your AI to a claims list and a change log
  • A tag on every fact, and every claim marked approved, pending or banned
  • A two-sentence diagnosis of your biggest gap, and a list of what's missing and who can answer it
  • A short slice for your next step, if you name one
• Chris Voss: Prepare a difficult conversation using Chris Voss’s recorded approach. Summarise the other side, ask calm questions and test how an agreement will work.
  • Your problem worked on the way Chris Voss would: their questions, their method, their push-back
  • The answer or the work, in Chris Voss's voice, using their ideas by name
  • Anything that goes beyond their public record, marked
  • One suggested next step
• Matthew Dixon: Review a stalled sale or service task using Matthew Dixon’s recorded ideas. Ask what blocks the buyer and reduce needless customer effort.
  • Your problem worked on the way Matthew Dixon would: their questions, their method, their push-back
  • The answer or the work, in Matthew Dixon's voice, using their ideas by name
  • Anything that goes beyond their public record, marked
  • One suggested next step

Tasks you can use it for

• You have a call coming up on a deal you have talked about before.
• A deal has gone quiet and you do not know what to say next.
• Price or terms are on the table and you want a plan before you talk.

Limits to check before starting

• You have a one-off, low-value sale: a short script or a few written lines is enough.
• You want to reply to one objection right now: use the Live objection responder.
• You have no notes and no past calls with this buyer: write your first-call questions with the Sales call question planner.

Best way to use this role

Give it one clear outcome, the actual files and a definition of done. Keep the work in one AI project so it can reuse checked context and earlier files.

• Start a chat with the agent. In Claude Code, add it as a skill or save it in .claude/agents, then name the deal and the call date.
• Give it the notes from the last call, or point it to the deal's folder.
• Read the one-page plan before the call. Change any line that does not sound like you.
• After the call, give it your notes or the transcript. It saves them and drafts the follow-up.
• Read the follow-up, change it and send it yourself.

Read it as data

Read the complete role setup as JSON. Connect your AI to the AI Blocks MCP library and read aiblocks://roles/sales-call-prep-assistant for its role instructions and pinned sources.

This is a prepared AI role. No task has run. Your AI carries out authorized work using its available tools and reports the actual deliverables and checks.