“Good call, send proposal” isn’t a note. It is a reminder to yourself, and it is useless to whoever opens the deal next.
Here is the prompt I would use to fix it:
Rewrite these CRM notes so the next person can pick up the deal with no context: [PASTE]. Use this structure: pain in their words, who decides, what happens if they do nothing, next step with a date. Under 120 words. If an item isn’t in the notes, write “missing.”
The useful part is the last line
When Claude writes “missing,” it is pointing at a question you never asked the buyer. That is information, not a failure. Without that line, a model will often fill the gap with something that sounds plausible, and you may not notice.
What to do with it
- Fill the gaps by asking the buyer, not by guessing.
- Paste the clean version into the CRM.
- Keep the structure as your template for next time.
The catch
You still read the result against your own notes before it goes anywhere. Remove private details you don’t need before you paste, and follow your employer’s rules on AI tools.
This is one of 50 prompts in a set I wrote for the moments in a sales week. There is a free sample of 10 in the shop.
I’m Seth Levanen. I find the AI shortcuts that keep the quality and drop the busywork. Email me if you want to talk about it.