← Browse by Chapter
Get the Book →
#89Chapter 08 — Playbooks by Role
I just finished a sales call. Here are my raw notes: [Paste voice memo transcript or typed notes — messy is fine] Extract and format for my CRM: 1. **Key pain points mentioned** — In the prospect's words 2. **Decision criteria** — What matters to them (explicit and implied) 3. **Timeline** — Any dates or urgency signals 4. **Budget signals** — Anything about budget, pricing sensitivity, or approval process 5. **Competitive mentions** — Other vendors they referenced 6. **Objections raised** — Concerns, pushback, or hesitations 7. **Next steps** — What was agreed, with dates 8. **Deal health assessment** — Based on these notes, rate this deal as: strong, progressing, at risk, or stalled. Explain why. Keep it concise. My CRM fields have character limits. No fluff.

Claude for Business
These prompts are excerpts from the book. Get the full collection with explanations and use cases.