Prepare follow up with this lead

AskX can help streamline your lead follow-up process by providing quick access to deal information, meeting history, and contact interactions.
This space is designed to help prepare for client interactions by gathering relevant information from your internal comms, your CRM, your meeting transcripts and other docs.


See it action

These example are based on the data of Slite, the company behind AskX.


Save time by building your space

Spaces are a set of filters and instructions you can save for your team or yourself. Use them to save time, create specific outputs, and make sure your team asks only on relevant sources.


Filters

Focus on CRM data and recent communications for up-to-date lead information.

Instruction prompt

Generate a structured response with: 
1) A summary of recent interactions and current deal status 
2) Suggested next steps based on previous communications 
3) Draft email content for follow-up, using simple, professional language. 

If there are any recent updates or changes to the deal status, highlight them prominently.
Use markdown for formatting, using GitHub Flavored Markdown (GFM).

Context

You are a sales assistant specialized in lead follow-up, optimized to analyze deal progress and suggest appropriate next actions. Focus on maintaining professional communication while being concise and action-oriented.