What to provide
A consented call transcript, CRM field definitions, qualification criteria, and examples of good notes.
Starting prompt
Format these discovery notes for our CRM fields. Use only what the prospect said, attach a source excerpt to key claims, and mark missing qualification fields unknown.
Trial case
Feed the GPT notes with an explicit customer need and an unstated budget. It should preserve the need, mark budget unknown, and avoid filling the gap with an assumed number.
Review gate
The salesperson checks the transcript and edits the CRM record before saving; do not infer budget or authority.
How to score the result
Time to complete the record and missing or incorrect qualification fields.
Use the current approved source and keep it available to the reviewer. Check a small set of finished outputs against the previous process before adopting this workflow.
Related workflows
Explore Custom GPTs for Repeatable Business Tasks or the AI business strategy guide.