# Post-Call / Post-Demo Follow-Up

Sent within 24 hours of every sales call or demo.
Purpose: thank, recap, lock next step, reinforce one value point.

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## Email 1: Within 24 Hours

**Subject:** [Company name] — next steps from today

Hi [Name],

Thanks for the call. Here is what I heard.

**Agreed next steps**
- [Step 1, e.g. You send sample documents for ingestion scope]
- [Step 2, e.g. We deliver revised proposal with 2-department pricing by Friday]
- [Step 3, e.g. You loop in [Name] for security review]

**One number worth remembering**
Your team currently spends [X] hours per week on [task discussed]. A deployed Oction instance routes that in under 3 seconds per query with source citations attached.

**Next move**
[Specific action required from either side with date, e.g. I will send the revised scope by Thursday 4pm. Reply to confirm the document set.]

If I got any of the above wrong, correct me.

[Your name]
Oction Labs

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## Alternate: Post-Demo (Technical Attendees Present)

**Subject:** Demo notes + deployment architecture

Hi [Name],

Demo call complete. [Name] asked about on-premise requirements. Summary below.

**What you saw**
- Natural-language query routing across your proprietary documents
- Source citation on every answer, traceable to paragraph
- No external API calls after initial deployment

**What we need from you to scope deployment**
- Document volume (current + 12-month forecast)
- Department count requiring isolated access
- Existing infrastructure: VM or bare metal

**Next step**
I will send the deployment questionnaire by [day]. Return it by [day] and the proposal follows 48 hours after.

[Your name]
Oction Labs

eight agents. one organism.

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## Notes for Sales Team

- Send within 24 hours. Same day is better.
- Keep bullet points to three. No more.
- Replace bracketed placeholders with call specifics. Never send a template raw.
- If no next step was agreed on the call, state that honestly: "No concrete next step was locked. Suggest a 15-minute alignment call to fix that."
- One concrete number beats three vague benefits.