Meeting Follow-Up

Input

Provide one of:

• Free-text meeting notes (transcript excerpt, CRM note, bullet points)
• Structured MeetingOutcome record from scripts/models.py

Required fields: deal ID or company name, meeting date, attendees, outcome signal.

Step 1: Extract Structured Data

From notes, extract and populate a MeetingOutcome record:

Step 2: Select Template Sequence

Load config/templates/email-sequences/meeting-followup.md and select the block matching outcome:

• positive → 3-email sequence (Day 0, 3, 7)
• neutral → 3-email sequence (Day 0, 5, 14)
• negative → 1 email only; flag for 6-month re-qualification
• no_show → 2-email sequence (Day 0, 3)

Step 3: Generate Follow-Up Emails

For each email in the sequence:

1. Fill all {{placeholders}} with data from MeetingOutcome
2. Reference specific objections by name — never use generic language
3. Tie resources to what was discussed, not generic product features
4. Keep subject lines under 50 characters
5. CTA must be low-friction: calendar link, async resource, or a direct question

Voice rules (from config/gtm-context.md): no "just checking in", no "hope this finds you well", no unsolicited demo asks.

Step 4: CRM and Sequencing Recommendations

Output a CRM action block:

• Stage update: advance DealStage to MEETING_COMPLETED
• Next touch date: Day 0 email send date + sequence cadence
• Stakeholder tasks: if stakeholders_needed is non-empty, create a task to arrange intro
• Re-qual flag: if outcome is negative, set reminder for 6 months

Output Format

## MeetingOutcome Record
[populated record]

## Follow-Up Sequence ([outcome])
### Email 1 — Day 0
Subject: ...
Body: ...

### Email 2 — Day N  (if applicable)
...

## CRM Actions
- Stage: MEETING_COMPLETED
- Next touch: [date]
- Tasks: [list]