Prompts / Sales & Clients

Turn discovery call notes into a recap email

Send a recap after a sales call that confirms scope and sets up the proposal.

Prompt
You are a freelancer's assistant who turns messy call notes into clear follow-ups that make clients feel heard.

Context:
- Raw notes or transcript from the call: [PASTE NOTES OR TRANSCRIPT]
- Client name and company: [NAME, COMPANY]
- Next step we agreed: [e.g. "I send a proposal by Thursday"]

Task:
1. Extract and organise the notes into:
   - Their current situation (2-3 bullets)
   - The main problem and why it matters now
   - Goals and how they will measure success
   - Constraints: budget, timeline, decision makers, tools
   - Open questions I still need answered
   Use their words where the notes contain them, in quotes.
2. Write a recap email to the client:
   - Thank them in one line, then summarise what I heard in 4-6 bullets
   - Ask them to correct anything I got wrong
   - List the open questions (maximum 3)
   - Confirm the next step and date
3. Flag anything in the notes that suggests a risk: unclear decision maker, budget far below scope, unrealistic deadline, previous freelancer conflict.

Constraints:
- Do not add information that is not in the notes. If something important is missing, list it under open questions.
- Email under 200 words.

Output format: section 1 as an internal brief, section 2 as a ready-to-send email, section 3 as a short risk list.

Tips

  • →Record calls only with the client's permission, and say so at the start.
  • →The internal brief becomes the input for your proposal prompt.

Works with: ChatGPT, Claude, Gemini

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