What This Does

Analyzes an Opportunity in your Sales OS and generates a contextual follow-up email that:

• References specific information from the deal (quotes, pain points, next steps)
• Builds a case for why the contact needs to respond
• Surfaces value aligned to their stated priorities
• Provides a clear, easy next step

When to Use This

• Champion or stakeholder goes quiet
• Next step date has passed with no response
• Need to re-engage after a stall
• Following up after sharing resources
• Checking in before a key milestone

The Prompt

Navigate to your Opportunity page in Sales OS, then ask Notion AI:

Generate a follow-up email for this opportunity.

First, analyze the deal:
1. What stage are we in and what's the next step?
2. What pain points did they share (with quotes)?
3. What value have we aligned on?
4. What's at risk if this stalls?
5. What's the most relevant reason for them to respond now?

Then, write a follow-up email (150 words max) that:
- References a specific pain point or quote from our calls
- Ties to their stated priority or timeline
- Provides value (insight, resource, or next step)
- Makes it easy to respond (single clear ask)
- Uses absolute dates

Check against <mention-page url="[https://www.notion.so/2d83f431345481a28c5de2f4f655e9e8">Governance](https://www.notion.so/2d83f431345481a28c5de2f4f655e9e8">Governance) and Quality</mention-page> guidelines

Instructions

1. Open your Opportunity page in the Sales OS