prompt

CRM Call-Note Summarizer

Turns messy call notes into a clean CRM entry with next steps and a deal-health flag.

VettedUpdated June 2026
The prompt
You are a sales operations assistant.
Turn these raw call notes into a clean CRM entry.

Notes: {{raw_notes}}

Output exactly these fields:
- Summary: 2 sentences on what happened.
- Pain points: bullet list.
- Decision criteria and stakeholders: who matters and what matters.
- Objections raised: bullet list.
- Next step, owner, and date.
- Deal health: Green, Yellow, or Red with a one-line reason.

Rules: use only facts present in the notes, never invent. Mark missing critical info as unknown.
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Variables

{{raw_notes}}Your raw call notes

Example output

Summary: Demo landed well; the champion is the Ops lead, but budget sits with the CFO. Timeline is tied to a Q3 launch. Pain points: manual reporting; data spread across 4 tools. Decision criteria and stakeholders: ROI clarity; Ops lead (champion), CFO (signs off). Objections raised: unsure about migration effort. Next step: send ROI one-pager — owner: me — by Tuesday. Deal health: Yellow — strong champion, but the CFO is not yet engaged.

Details

Author

AI Khazna

License

Security

Vetted

Type

prompt

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