{"id":"sales-discovery-crm-note","audience":"sales","category":"summarizing","technique":"format","title":"Turn rambling discovery call notes into a clean CRM entry","free":false,"task":"You just finished a discovery call with Kestrel Logistics. Your CRM's notes field takes plain text only, and your sales manager wants every entry as exactly 4 numbered lines in this order: Budget, Decision maker, Timeline, Next step. Keep it under 60 words, use the latest numbers when the notes correct themselves, and name the person who gives final sign-off as the decision maker. Write a prompt that turns your messy notes into that entry.","materialLabel":"Your call notes (attached to your prompt automatically)","material":"Kestrel Logistics - discovery call, Mon Nov 3, w/ Dev Patel (Ops Manager)\n\n- Dev late, traffic on the 405, kid's soccer tournament this weekend\n- 3 warehouses (Fresno, Stockton, Reno), ~90 drivers\n- still dispatching from whiteboards + a shared spreadsheet. 2 missed deliveries last week cost them a grocery account\n- budget: Dev thinks they have about $40k for this year\n- Dev is super keen, will champion internally. BUT final sign-off is Lauren Cho, VP Operations. Lauren has killed 2 vendor deals this year, wants to see ROI\n- timeline: want it live before peak season starts Feb 1. Their IT person (Marco) needs 2 weeks for SSO setup\n- competitors they looked at: RouteMax (too pricey), some free tool (too basic)\n- liked our driver mobile app, asked about Spanish language (yes, we have it)\n- UPDATE end of call: Dev checked with finance during the call. Budget is capped at $28k, not $40k, because of the Reno roof repair\n- next step: demo for Lauren on Tue Nov 11 at 2pm. I send the calendar invite + 1-page ROI sheet by Thursday\n- Dev mentioned their holiday party is at a bowling alley lol","rules":[{"type":"numberedItems","count":4},{"type":"maxWords","max":60},{"type":"plainText"}],"mistakes":[{"title":"Saying \"summarize my call notes\"","why":"The AI picks its own structure: headings, a dozen bullets, and every detail from the call.","fix":"Give the exact shape: \"Exactly 4 numbered lines: Budget, Decision maker, Timeline, Next step.\"","checks":["numberedItems","r0"]},{"title":"Trusting the AI to count words","why":"AI is bad at counting. Ask for \"under 60 words\" and it often lands well over.","fix":"Cap each part instead, like \"each line under 12 words,\" so the total lands well under 60.","checks":["maxWords"]},{"title":"Missing the correction","why":"The AI often grabs the first number it sees. Your notes say $40k early and correct it to $28k at the end.","fix":"Add: \"When the notes correct a number, use the latest one.\"","checks":["r1"]},{"title":"Confusing champion and decision maker","why":"The AI names whoever talked the most. Dev is your champion, but Lauren signs.","fix":"Say it: \"The decision maker is whoever gives final sign-off.\"","checks":["r2"]},{"title":"Forgetting the CRM is plain text","why":"AI adds bold labels and headings that show up as stray asterisks in a CRM notes field.","fix":"Add: \"Plain text for a CRM field. No bold or headings.\"","checks":["plainText"]}],"promptHints":[{"label":"Names the 4 lines","patterns":["budget.{0,40}decision","\\b(4|four)\\b.{0,20}(lines|items|numbered)"]},{"label":"Sets the order","patterns":["in (this|that) order","order:","then"]},{"label":"Says to use the latest figures","patterns":["latest","correct","update","most recent"]},{"label":"Defines the decision maker","patterns":["sign.?off","final say","decision maker is"]},{"label":"Asks for plain text","patterns":["plain","no bold","no markdown","no formatting","no headings"]}],"hint":"Your CRM has a fixed shape the AI doesn't know about. Name the 4 lines and their order, set a size per line, and tell it how to handle the correction and who counts as the decision maker.","rubricLabels":["The four lines are in this order: Budget, Decision maker, Timeline, Next step","The budget line uses the corrected figure (a $28k cap from finance), not the earlier $40k as the budget","Names Lauren Cho (VP Operations) as the decision maker rather than Dev Patel, and the next step includes the demo on Tuesday, Nov 11"]}