Most SaaS companies are obsessed with sales calls. They track every detail, log every note, and circulate summaries like their pipeline depends on it—because it does.

Partnerships? Not so much.

Too often, first-touch partner calls vanish into thin air. No follow-ups. No internal alignment. No clear next steps. Then, six weeks later, someone says, “Hey, whatever happened to that partner we met with?”

This is where a simple process can change everything.

What I Learned From Alex Lindahl

Alex Lindahl shared a great internal format for sales calls. He runs internal deal Slack channels where every call gets a concise, well-structured summary. It includes:

• Attendees with name and title – so everyone knows who matters.
• What they care about (by person) – with direct quotes you can reuse in decks.
• Key challenges – to frame your product and partnership as the solution.
• Use cases discussed – tied directly to the challenges.
• Next steps per person – so nothing gets lost.

Sales teams thrive on this. It drives alignment, informs strategy, and creates a single source of truth.

Here’s the secret: the same process works brilliantly for partner-first meetings.

Partners Deserve the Same Rigor as Deals

Partnerships aren’t fluff—they drive revenue. Treating them like ad-hoc chats means leaving money on the table.

Imagine if every partner discovery call generated:

1. A crisp Slack update your team could see instantly.
2. Clear challenges and use cases to help marketing and product teams align.
3. Next steps by owner, so someone is accountable for moving the relationship forward.

You’d have less drift. More velocity. And better reporting to your leadership team.

How I Made This 10X Easier

I’ll be honest: I rarely sent post-call updates. It felt like another task. But when I saw Alex’s approach, I realized I just needed to remove the friction.

Here’s my current workflow to make it effortless:

1️⃣ Copy the call transcript from Gong (or any recording tool).

2️⃣ Paste it into ChatGPT with a structured prompt to generate a Slack-formatted summary.

3️⃣ Get a perfectly formatted recap with all the sections—attendees, quotes, challenges, use cases, and next steps.

4️⃣ Paste directly into your internal Slack channel for the partner or deal.

Clean. Fast. Zero excuses.

Why Slack Markdown Matters

If you’re sharing updates in Slack, formatting is everything. Bullets, bold titles, and emojis make it scannable. People will actually read it.

Instead of walls of text or messy notes, the summary looks polished and professional.

And the next time someone says, “Where are we with Partner X?”—you have the answer in seconds.

Bonus: Automate It With Clay

If you want to take it a step further, plug this into Clay.

• Capture call transcripts automatically.
• Feed them through your ChatGPT prompt.
• Push formatted summaries into the right Slack channel.

You go from “I should send an update” to “updates happen without me.”

Why This Matters for Partnerships

Strong partnerships aren’t just about the first call. They’re about momentum.

A simple, repeatable summary process:

• Keeps everyone aligned. Sales, marketing, and product know what’s happening.
• Highlights partner potential. Quotes and challenges reveal exactly where you can add value.
• Increases follow-through. Next steps don’t vanish into inboxes.

Think of it as pipeline hygiene for partnerships. The cleaner the process, the more likely you’ll turn conversations into real revenue.

The Prompt I Use

Here’s the exact ChatGPT prompt I built to make this work for both sales and partnerships.

🟢 PROMPT START

You’re a GTM strategist summarizing a customer or partner call for internal Slack documentation. Read the transcript and return a Slack-formatted summary with:

• 📝 [Company Name] <> [Your Company Name] Call Summary
• 📅 Date: [Date]
• 🧑‍💼 Hosted by: [Your Name]

👥 Attendees:

• [Name] – [Title]

💬 What They Care About (by Person):

• [Key interest or quote]

⚠️ Key Challenges:

• [Challenge 1]

• [Challenge 2]

💡 Use Cases Discussed:

• [Use case 1]

• [Use case 2]

🔁 Next Steps:

• [Owner] – [Action Item]

Keep it concise, professional, and formatted for Slack readability.

🔴 PROMPT END

From Notes to Revenue

If you take one thing away, it’s this: treat partner calls with the same discipline as sales calls.

Internal Slack updates are not just “nice to have.” They drive alignment, inspire action, and keep partnerships from stalling out.

Because at the end of the day, partnerships only win when your team actually moves on what they learn.

‍