{"id":"sales-call-transcript-to-labeled-crm-note","audience":"sales","category":"sales-work","technique":"verification","track":"sales","level":"intermediate","title":"Log a call in 5 CRM lines labeled Confirmed or Unconfirmed","free":false,"task":"Turn the call transcript into a CRM note with exactly 5 lines in this order: Next step, Budget, Decision maker, Timeline, Competitor. Each line is \"Label: detail (Confirmed)\" or \"Label: detail (Unconfirmed)\" or \"Label: Unknown\". Mark something Confirmed only if the buyer said it firmly. Plain text, under 110 words, and use the latest date mentioned.","materialLabel":"Call transcript excerpt (attached to your prompt automatically)","material":"Rep (Jo): So what does timing look like?\nBuyer (Sam Ortega, IT manager): We want it live by end of November. Actually, scratch that, our fiscal year audit eats the first half of the month. Make it December 8.\nJo: Who signs?\nSam: I think our CFO, Lena, will sign. She usually does for anything under fifty grand. I haven't confirmed that with her.\nJo: And budget?\nSam: I have about thirty-five thousand in my head but finance hasn't approved a number.\nJo: Anyone else you're looking at?\nSam: Yeah, we got a quote from Corvex last week. Not sure we love it.\nJo: Great. I'll send the security packet by Friday and we'll book a demo for Lena.\nSam: Sure, send it over. I'll find out if Lena can do the week of the 17th.\n\nToday's date: Nov 6 2026. Friday is Nov 13.","rules":[{"type":"numberedItems","count":5},{"type":"plainText"}],"mistakes":[{"title":"Treating guesses as facts","why":"The AI writes \"CFO Lena will sign, budget $35k\" as settled.","fix":"Add: \"Mark Confirmed only if the buyer said it firmly, otherwise Unconfirmed.\"","checks":["r1"]},{"title":"Using the first date","why":"The buyer corrected the date mid-sentence.","fix":"Add: \"Use the latest date mentioned.\"","checks":["r1"]},{"title":"Long narrative notes","why":"The AI writes a summary paragraph with headings.","fix":"Say: \"Exactly 5 numbered lines with these labels in this order.\"","checks":["r0","numberedItems","plainText"]},{"title":"Dropping details of the next step","why":"The AI writes \"follow up soon\".","fix":"Add: \"Next step must name the item and the date.\"","checks":["r2"]}],"promptHints":[{"label":"Lists the five labels","patterns":["next step","budget","decision maker","timeline","competitor"]},{"label":"Defines Confirmed","patterns":["confirmed","unconfirmed"]},{"label":"Uses the latest date","patterns":["latest date","correct","most recent"]},{"label":"Numbered 5 lines","patterns":["5 lines","five lines","exactly 5","numbered"]},{"label":"Plain text","patterns":["plain text","no bold","no markdown"]}],"hint":"Define when something counts as Confirmed and say which date wins.","rubricLabels":["Lines are in the order Next step, Budget, Decision maker, Timeline, Competitor, each starting with that label","Timeline says December 8 (not end of November), and Budget and Decision maker are marked Unconfirmed rather than Confirmed","Next step says the rep sends the security packet by Friday Nov 13 and Competitor names Corvex"]}