Lead Through Change
- Free copy-and-paste exercise
Turn call notes into a follow-up you’d send
Try one AI Sales Assistant assignment on a conversation you already need to follow up on.
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- One real assignment
- Use your own notes
- Review before sending
- No code needed
YOUR FIRST ASSIGNMENT
From rough notes to a useful draft
Start with a recent call.
Here’s what to include.
The client’s priority
Write down the problem in their words.
Example
- New clients keep asking what happens after they sign.
Use language you heard on the call.
Your commitment
Capture exactly what you agreed to deliver.
Example
- I offered to send a sample onboarding outline Thursday.
Include dates only when confirmed.
Their next step
Name the item you’re waiting for.
Example
- They’ll share their current welcome email.
Ask for one action.
Your review
Read the draft as if you were the client.
Check
- Names, dates, prices and commitments
You choose when to send it.
A familiar voice
Use a short example of your own writing.
Try this
- Match my warmth and sign-off.
KEEP PRIVATE DETAILS OUT OF EXAMPLES.
How to tell whether it helped
Count the editing
Include the time spent checking and revising.
- Record total time
- Decide whether to repeat
Keep what works
- Save your instructions for the next call
Your reusable setup
MONIKA PHILP | LEAD THROUGH CHANGE
Common questions
Where do I paste it?
Use the AI chat tool you already have.
Which notes should I use?
Choose anonymized notes you’re comfortable sharing.
Who sends the email?
You review and send the final message.
Free exercise
Try your first AI Sales Assistant
Bring one recent conversation. Get the prompt and start drafting.
Free exercise and short email series.
Lead Through Change