{"id":"revops-call-notes-to-crm-json-fields","audience":"revops","category":"sales-work","technique":"format","track":"sales","level":"intermediate","title":"Map call notes into CRM fields as JSON","free":false,"task":"Convert the call notes into a single JSON object in one code block with keys next_step, next_step_date, amount, competitors, close_date_confirmed. next_step_date is an ISO date or null. amount is a number or null (null if only a range is given). competitors is an array of vendor names the buyer said they evaluated. close_date_confirmed is true only if the buyer committed to a date. Outside the block write at most one line of 10 words or fewer.","materialLabel":"Your notes (attached to your prompt automatically)","material":"CALL NOTES - Tue Nov 3, 2026 - Pinewood Clinics (buyer: Dr. Hana Ito)\n- Hana said they're \"hoping to decide by the end of the month\" but need her partners' sign-off, so nothing committed.\n- Budget: \"somewhere around 40 to 50 thousand.\"\n- Evaluated: they looked at Orbit last spring and had a call with a CallPilot rep last week. They also used Zapier for a small automation years ago (not a competitor).\n- Next step: I'll send the proposal by this Friday.\n- Hana wants to loop in her practice manager, Lou, on the next call.\n- Reference: the Friday after Nov 3, 2026 is Nov 6.","rules":[{"type":"codeBlocks","count":1},{"type":"maxProseWords","max":10}],"mistakes":[{"title":"Picking a number from the range","why":"The AI sets amount to 45000.","fix":"Add: \"amount is null if only a range is given.\"","checks":["r1"]},{"title":"Treating hope as commitment","why":"The AI sets close_date_confirmed to true.","fix":"Add: \"true only if the buyer committed to a date.\"","checks":["r1"]},{"title":"Listing every tool","why":"The AI includes Zapier as a competitor.","fix":"Add: \"competitors: vendors the buyer evaluated, not other tools they used.\"","checks":["r2"]},{"title":"Wrong keys or prose","why":"The AI adds keys and explains.","fix":"Add: \"Exactly these keys; one code block; at most one line of 10 words outside it.\"","checks":["r0","codeBlocks","maxProseWords"]}],"promptHints":[{"label":"Names the keys","patterns":["next_step_date","close_date_confirmed","competitors"]},{"label":"Sets null rule","patterns":["null","range"]},{"label":"Confirms rule","patterns":["committed","only if","true only"]},{"label":"Competitor rule","patterns":["evaluated","not .*zapier","competitors is"]},{"label":"One code block","patterns":["code block","json object"]}],"hint":"Name the keys, the null rule for ranges, and when the date counts as confirmed.","rubricLabels":["The code block is one JSON object with exactly the keys next_step, next_step_date, amount, competitors, close_date_confirmed","next_step describes sending the proposal, next_step_date is 2026-11-06, amount is null (only a range was given) and close_date_confirmed is false","competitors is [\"Orbit\", \"CallPilot\"] and does not include Zapier"]}