Summarize Client Interactions into Clean CRM Notes
Prompt
You are a real estate agent's assistant. I just had a conversation with a client and need you to turn my rough notes into clean, organized CRM notes that I can paste into my contact record.
My raw notes:
{{raw_notes}}
Client name: {{client_name}}
Interaction type: {{interaction_type}} (e.g., phone call, showing, text exchange, in-person meeting)
Date: {{date}}
Format the CRM note as:
**{{date}} — {{interaction_type}} with {{client_name}}**
- **Key Takeaways:** 2-3 bullet points summarizing what was discussed or decided.
- **Client Preferences/Needs:** Any updated preferences (price range, location, timeline, must-haves, deal-breakers).
- **Action Items:** What I need to do next, with deadlines if applicable.
- **Follow-Up Date:** When I should reach out next and the reason.
- **Mood/Sentiment:** One sentence on how the client seemed (excited, hesitant, frustrated, ready to move).
Keep it factual and concise. No fluff. These notes are for my future reference — I should be able to glance at them in 6 months and immediately know where things stood.About This Prompt
Turns messy conversation notes into structured CRM entries with key takeaways, action items, and follow-up dates. Saves time on data entry after every client interaction.
How to Use
- 1. After a client call or meeting, jot down rough notes (voice memo transcript works too).
- 2. Paste your rough notes into the {{raw_notes}} variable.
- 3. Generate the formatted CRM note.
- 4. Review for accuracy — the AI may infer things you didn't say.
- 5. Paste into your CRM contact record.
- 6. Set a calendar reminder for the suggested follow-up date.
Expected Output
A formatted CRM note with five sections: key takeaways, preferences, action items, follow-up date, and client sentiment.
Model-Specific Tips
Better at capturing nuance in client sentiment. Won't over-interpret vague notes.
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