Built for
Service sellers
Consultants, agencies, freelancers, closers, and lean sales teams who need polished follow-up fast.
CloseFlow
AI follow-up for service sales
AI tool for post-call momentumBuilt for consultants, agencies, and closers
Turn discovery call notes into recap emails, proposal drafts, scope outlines, and follow-up emails in minutes.
AI tool that turns discovery call notes into recap emails, proposal drafts, scope outlines, and follow-up emails in minutes.
Turns notes into
4 core outputs
Recap emails, proposal drafts, scope outlines, and follow-up emails from one discovery call.
Best moment
Right after the call
Capture momentum while the details are fresh instead of starting from a blank page later.
How it works
A simple workflow built for the hour right after discovery.
CloseFlow keeps the job narrow and valuable: capture what happened on the call, turn it into the drafts you need next, and ship the follow-up while momentum is still high.
Step 01
Paste the discovery notes
Drop in rough notes, transcript snippets, action items, or bullet points. No cleanup pass required.
Step 02
Choose the outputs you need
Generate a recap email, proposal draft, scope outline, follow-up email, or all four at once.
Step 03
Review, polish, and send
Start from a strong draft in minutes so you only edit what matters instead of writing from scratch.
Product positioning
Not a general chatbot. A post-call writing engine.
CloseFlow is designed for the exact drafts that keep a service sale moving: recap emails, proposals, scope outlines, and thoughtful follow-up.
One-liner
AI tool that turns discovery call notes into recap emails, proposal drafts, scope outlines, and follow-up emails in minutes.
Best for businesses that already know how they sell, but do not want to rebuild the next-step draft from scratch after every conversation.
Recap email
Summarize what the client said, what matters most, and the agreed next steps in a clean message you can send immediately.
Proposal draft
Turn call context into a first-pass proposal structure with clear goals, scope direction, and recommended engagement framing.
Scope outline
Translate messy discovery notes into a tighter outline of deliverables, phases, and priorities before details drift.
Follow-up email
Keep momentum moving with a polished follow-up that sounds thoughtful, specific, and easy for the buyer to respond to.
Who it is for
CloseFlow fits teams that sell through conversations.
- Founder-led agencies and consultancies handling recurring discovery calls
- Freelancers packaging custom services without a proposal ops team
- Small sales teams that need speed after the call, not more admin work
Pricing
Keep the first yes easy.
Start with a simple self-serve plan, make Pro the obvious fit for regular users, and offer optional setup help for teams that want faster rollout.
Starter
$19/mo
For solo operators proving the workflow on live deals.
- Recap email, scope outline, and follow-up generation
- Enough usage for a light but consistent discovery volume
- Fast path to value without setup overhead
Pro
$49/mo
For consultants and agencies sending proposals every week.
- Higher monthly usage limits
- Proposal draft generation with reusable business context
- Built for teams where post-call speed directly affects close rate
Launch package
$299 one-time
Optional hands-on setup for faster rollout and stronger first outputs.
- Offer and positioning setup
- Prompt tuning for your sales motion
- One async refinement round on generated outputs
Output templates and examples
The first drafts CloseFlow should be able to produce on day one.
These examples keep the tone practical and editable. They should feel immediately useful, not inflated or robotic.
Recap email
Subject: Recap + next steps for Acme redesign
Hi Jordan, Thanks again for the conversation today. Here’s a quick recap of what we aligned on: - Acme wants to refresh the marketing site before the Q2 launch. - The main goals are clearer positioning, stronger demo conversion, and easier internal updates. - The current blockers are slow page updates, inconsistent messaging, and unclear ownership across the site. Based on the call, the immediate next steps are: 1. We’ll send a proposed scope with phased recommendations. 2. Your team will share brand guidelines and current analytics access. 3. We’ll regroup on Thursday to confirm timeline and decision-makers. If anything should be adjusted in the recap, send it over and I’ll revise quickly. Best, Sam
Proposal draft
Project: Acme marketing site refresh
Objective Deliver a tighter, conversion-focused marketing site that supports Acme’s Q2 launch and gives the internal team an easier publishing workflow. Recommended engagement - Messaging and homepage strategy - Sitemap and key page recommendations - Homepage and core page copy - Visual direction and implementation support Suggested timeline Two weeks for strategy and scope confirmation, followed by a phased build schedule based on the final page count and approvals. Expected outcome A clearer story, faster update path, and a site that supports demo requests instead of slowing them down.
Scope outline
Draft scope for phase one
Phase 1: Strategy - Review current site and call notes - Clarify audience, offer, and primary conversion path - Recommend updated page structure Phase 2: Messaging and content - Rewrite homepage messaging - Draft copy for the top-priority conversion pages - Align CTA language with the sales process Phase 3: Delivery support - Handoff notes for design or implementation - Final revision round - Launch readiness checklist
Follow-up email
Subject: Quick follow-up on the proposal
Hi Jordan, Wanted to follow up on the draft proposal I sent over. The strongest starting point looks like the phased approach, since it lets us tighten positioning first and move into implementation with less rework. If helpful, I can also send a trimmed-down version focused only on the homepage and key conversion pages so the first step feels smaller. Would you like me to revise the scope that way, or should we keep the broader rollout version? Best, Sam