# Turn a customer call into CRM notes and a recap email

Turns a call transcript or rough notes into structured CRM notes with risk and expansion signals, plus a recap email for the customer.

- Topic: Customer Support
- Framework: RTF
- Level: Standard
- Tags: Email, Sales, Customer Support, Summarize, Fill-in Template
- Source: https://www.thinkwithprompt.com/prompts/turn-a-customer-call-into-crm-notes-and-a-recap-email

## Prompt

```text
Turn this customer call into CRM notes and a recap email.

**Transcript or my notes:** [PASTE]
**Account and call type:** [e.g. "monthly check-in", "escalation call", "QBR", "renewal discussion"]
**Attendees:** [NAMES/ROLES ON BOTH SIDES]

Produce two outputs:

**1. Internal CRM note** with these fields:
- Summary (3 sentences max)
- Customer goals or priorities mentioned
- Sentiment (positive / neutral / negative) with the evidence
- Risks: complaints, budget concerns, stakeholder changes, competitor mentions, low usage
- Expansion signals: new teams, new use cases, growth, requests that fit other products
- Product feedback and feature requests (in their words)
- Commitments we made, with owners and dates
- Commitments they made, with owners and dates
- My next step and follow-up date

**2. Recap email to the customer:**
- Thank them briefly, summarize what we agreed, list action items for both sides with owners and dates in bold, and confirm the next meeting.
- Leave out internal-only items (risk assessments, expansion notes, sentiment).
- Under 200 words.

Only include what was actually said. If an owner or date wasn't agreed, write [OWNER?] or [DATE?] rather than guessing.
```

## What to fill in

- PASTE
- NAMES/ROLES ON BOTH SIDES
- OWNER?
- DATE?

Free to copy and use. From ThinkWithPrompt (https://www.thinkwithprompt.com/), a library of 2,663 curated AI prompts.