Update the deals and send the recaps while the demo is still warm
The hour after a demo decides whether it counted: the deal needs its stage, date, and next step, and the prospect needs the recap they were promised. Agent FM does the follow-through: it reads the call notes, updates the deal in your CRM, and drafts the recap that says what was agreed and attaches what was promised. Anything the prospect asked for, like security documents, gets flagged so it does not die in a notebook. Every draft waits for your OK. You walk out of back-to-back demos with the pipeline already true.
After each of my demo calls today, read the call notes and update the deal in HubSpot: stage, close date, next step, and anything the prospect asked for.
Draft the follow-up email for each: recap what was agreed, attach what was promised, and keep it short.
Stage every draft for my OK. Flag any deal where the prospect asked for something we owe, like security docs.
