Post Call

Run this within 30 minutes of hanging up — details decay fast and the follow-up email loses power by the hour. Input: your brain-dump, in any form (rambling voice-to-text is fine; messy beats delayed). If anything critical is missing, ask ONE batch of short questions, not a drip.

Before you process

Read ${CLAUDE_PLUGIN_ROOT}/references/icp.md and references/guardrails.md if not already in context. Look for voice-profile.md and the meeting-prep output for this call in the working folder.

Step 1 — Structure the notes

Extract into fixed fields (mark anything you didn't cover as [not discussed] — visible gaps beat silent ones, and they seed the next call):

• Outcome — next step agreed, in the prospect's words
• Pain — the problem as THEY stated it (verbatim phrases in quotes — these are gold for the follow-up and for learnings.md)
• Stack / situation — their relevant tools, current solution or status quo, and anything competitive mentioned
• Trigger/urgency — why now (or the absence of a why-now, which is its own answer)
• Buying picture — who else is involved, timeline, budget shape (never push to invent what wasn't said)
• Objections raised — and whether the response landed (feeds what-works)
• Personal/rapport notes — the human details that make touch #6 feel like a relationship

Step 2 — Qualification verdict

Re-score against the 10-point rubric using what the call revealed. Verdict: advance (meets the bar → what's the AE handoff / next meeting), nurture (real fit, no urgency → concrete comeback date + the current campaign), or disqualify (say why plainly — a clean DQ is a good outcome, guardrail #6 applies to pipeline too). If advancing: draft the 3-sentence internal handoff note (context, pain, next step) for the AE / your marketing lead.

Step 3 — HubSpot log

Produce the log entry ready to paste (or write via connector if available): call logged with the structured fields, next-step task with a DATE, and any stack/competitor facts as contact/company property updates. Guardrail #5: the call did not happen until it's in HubSpot.

Step 4 — Follow-up email (same day)

Drafted per write-email rules, in your voice, but follow-up shape not cold shape:

1. One line anchored in something specific from the call (not "great chatting!")
2. The pain in THEIR words, played back in one sentence
3. The agreed next step with date/logistics — or the calendar link if that's the ask
4. Optional: ONE resource genuinely tied to what they raised (e.g. a relevant asset, a trial, or the current campaign)

No recap-everything emails. ≤90 words. AI-writing check applies.

Output format

# Post-call: [Contact] @ [Company] · [date]

**Verdict:** [ADVANCE / NURTURE / DISQUALIFY] — [one sentence]

## HubSpot log            [structured fields, paste-ready]
## Next-step task         [action + owner + date]
## Follow-up email        [full draft + word count + checks line]
## Handoff note           [if advancing — 3 sentences for the AE]
## For what-works         [objections heard + what landed/didn't]

End with: "Send the follow-up before end of day. Anything here worth drilling? run the dojo on the objection that stung."