Summarize a sales call into CRM-ready notes

Don't let your call notes pile up anymore. Transform them into a clear and actionable summary with one click. It helps you keep a clean history in your CRM, quickly identify buying signals or objections, and prepare follow-ups effectively.

When to use this prompt?

After each client or prospect call

In sync with recording tools (MeetGeek, Fathom, etc.)

To brief your team on a deal status

When preparing for follow-up calls

To maintain clean CRM records

What this prompt helps you achieve

Keep a clean history in your CRM

Quickly identify buying signals or objections

Prepare follow-ups effectively

Maintain consistent deal documentation

Tips and mistakes to avoid

✓Do's

•Be specific about pain points and objections
•Include clear next steps with deadlines
•Note any buying signals or positive indicators

✗Don'ts

•Don't be too verbose → keep it concise and actionable
•Don't forget to include next steps → make them specific
•Don't ignore objections → address them in follow-ups

Prompt Template

This is the base template with placeholders. Replace the placeholders with your specific information:

You are an assistant helping a sales team keep clean CRM records.
Your task is to summarize a call with a prospect and extract the key sales insights.

Input:
- Call transcript or rough notes: {{call_transcript}}

Instructions:
- Be concise and structured
- Extract: Prospect needs, pain points, objections, buying signals, next steps
- Output in markdown format ready to paste into a CRM

Output format:
## Prospect summary
- Company: …
- Contact: …

## Pain points
- …

## Product interest
- …

## Objections
- …

## Next steps
- …

Placeholder descriptions:

{{call_transcript}}Call transcript or rough notes - e.g., Zoom call notes, transcript, or freeform notes

Example of generated prompt (final result)

Here's an example with filled-in values:

You are an assistant helping a sales team keep clean CRM records.
Your task is to summarize a call with a prospect and extract the key sales insights.

Input:
- Call transcript or rough notes: Had a call with Sarah from CleverShop. She mentioned they're struggling with mobile conversion rates and can't track user journeys properly. She's interested in our real-time UX tracking but worried about developer workload for Shopify integration. Asked for a POC before committing. Suggested sending a 2-min demo video and setting up a tech call with their dev on Thursday at 11am.

Instructions:
- Be concise and structured
- Extract: Prospect needs, pain points, objections, buying signals, next steps
- Output in markdown format ready to paste into a CRM

Output format:
## Prospect summary
- Company: …
- Contact: …

## Pain points
- …

## Product interest
- …

## Objections
- …

## Next steps
- …

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