Playbook HQ / Post-call follow-up with summary

When a meeting recap from tools like Avoma or Fireflies is saved in your CRM, it signals a chance to follow up while the discussion is fresh.

Prospects appreciate timely, thoughtful follow-ups that show you understood their needs. 

This is an opportunity to reinforce key points, provide clarity, and guide the next steps in the buying journey.

• Send a personalized message referencing the meeting summary.
  
• Highlight action items, solutions, or additional resources discussed.
  
• Trigger a follow-up sequence to maintain momentum without overwhelming the prospect.

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See how Duo Copilot uses Post-Call Summary Signals from your CRM to trigger personalized outreach automatically.