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Sales call recap and agreed next steps v1.0.0

Use this resource to write a sales call recap with next steps that can be checked

New

  • 439 downloads
  • 131 likes
  • 219 saves

Free

Install with the CLI

In a terminal, from the folder you want:

npx --yes palatekit@latest install sales-call-recap-email

With no option, the skill goes to ~/.agents/skills/; add --agent claude-code (or codex, cursor…) to target an agent.

First time: connect the CLI with

npx --yes palatekit@latest login

The agent restates the buyer's need in their own words and keeps only the commitments found in the notes. For a complex deal, it adds mutual action plan items. The email asks the buyer to confirm by replying.

Mostly picked by

Updated November 2, 2026

Card for the “Sales call recap and agreed next steps” skill

Details

Works in
Install guides
Generates with
Your agent's model
Licence
MIT

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What you get

  • SKILL.md: recap structure and anti-fabrication rules
  • references/recap-email-examples.md: recap email examples
  • references/mutual-close-plan.md: mutual action plan

Good fit for

  • You come out of a call with a buying committee and must confirm what happens next
  • You want to send a clear follow-up within the hour after the call

Not for

    Tags

    • recap
    • follow-up
    • next steps

    About

    You say

    “Write the recap of my call this morning from my notes, with the next steps and dates.”

    Card for the “Sales call recap and agreed next steps” skill

    Skill published by mbfinotti under the MIT license, delivered in its original version.

    Show more

    How to use it

    1. Install the skill in your agent's skills folder
    2. Ask your agent to write a sales call recap with next steps that can be checked
    3. Review and adjust the result

    Content preview

    Files

    • evals/evals.json24.8 KB
    • LICENSE1.1 KB
    • NOTICE-PALATEKIT.md0.5 KB
    • references/mutual-close-plan.md7.4 KB
    • references/recap-email-examples.md4.8 KB
    • SKILL.md21.7 KB

    Origin and licence

    Listed unmodified

    Author
    mbfinotti
    Source
    github.com/mbfinotti/sales-skills/tree/b2ed3628695e523919af440eab77648e16c5eea8/skills/sales-meeting-recap
    Licence
    MIT

    Notice

    « sales-meeting-recap » (mbfinotti, MIT) livré dans sa version d'origine : fiche en français et en anglais par PalateKit.

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