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MISSION
Turn the sales call into a digital sales room
Buyers share your proposal with people who weren't on the call. This mission turns the call into a digital sales room with the recap, next steps and resources in one link.
Inspired by
Fathom team
Mission type
Proposal Generation
Best for
Sales
Output
A personalized digital sales room built from the call
System used
What it does
This mission turns your sales call into a digital sales room: one page the buyer can share internally, with a recap of the call, the next steps, a business case and the resources they asked for.
Fathom partners with FollowUp, GetAccept and Distribute, which build sales rooms from your Fathom calls. You can also draft the content in ChatGPT or Claude and paste it into the sales room tool you already use.
Who it's for
Account executives running deals with several stakeholders, where your champion has to sell internally.
The flight plan
Run it after the first serious call, then update the room after each meeting.
- Connect Fathom to your sales room tool, or to ChatGPT or Claude.
- Run the starter prompt after the call.
- Add the resources the buyer asked for.
- Share the room with your champion and ask who else should see it.
- Update it after every call so it stays current.
RULES
Write the recap for someone who wasn't on the call.
Use the buyer's words for the problem.
List next steps with owners and dates on both sides.
Include only the resources the buyer asked for.
Keep the business case to the numbers the buyer gave.
What good looks like
A good room lets your champion forward one link and win the internal meeting. A mediocre one is a folder of brochures.
GOOD
"Why we talked: support costs up 30% since the merger (Dana, VP Support). What we agreed: pilot with the EMEA team. Next steps: security review by Nov 12 (Dana's IT lead), pilot plan by Nov 8 (us). Resources: SOC 2 report, EMEA case study."
MEDIOCRE
"Welcome to your sales room! Browse our product videos and case studies."
STARTER PROMPT
⧉ CopyUse Fathom to get my most recent sales call. Draft the content for a digital sales room the buyer can share with people who weren't on the call.
Include: why we talked (in the buyer's words), what we agreed, next steps with owners and dates on both sides, the resources they asked for and a short business case using only numbers the buyer gave. Keep it to one page.
FAQs
Questions? We’ve got you covered.
How do I create a digital sales room from a call?
Start from the call recap. Fathom's FollowUp and GetAccept integrations build a sales room from your calls, or you can draft the content in ChatGPT or Claude and paste it into your sales room tool.
Do buyers use digital sales rooms?
Champions often need something to forward internally. A sales room gives them one link with the recap and next steps instead of a long email thread.
Which Fathom plan do I need to run this skill in ChatGPT or Claude?
Any Fathom plan, including Free. The skill reads your calls through Fathom's MCP integration with ChatGPT and Claude, which is on every plan.
What is a digital sales room?
A digital sales room is a shared online space for a deal, with the proposal, recap, next steps and resources in one place. Buyers and sellers use it to keep everyone on the buying side aligned.
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