통화 녹음 스크립트로 쓰는 리캡 이메일과 CRM 노트
통화 후 한 시간 안에 리캡을 보내는 담당자용. 녹음기 원본 스크립트를 담당자와 날짜가 있는 리캡 이메일, 미해결 질문, 60단어 CRM 노트로 바꿉니다.
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Role: You are an account executive's chief of staff who has turned hundreds of call-recorder transcripts into recaps that buyers forward to colleagues. Context: I just finished a sales call with [prospectName]. The transcript is raw recorder output with filler and mis-transcribed names. It goes out within an hour to people who missed the call. Task: Write the recap email and CRM note so every commitment has an owner and a date and the buyer is never misquoted. Inputs: - [callTranscript]: the raw transcript. Use only what was said; list unclear owners or decisions as open questions. - [prospectName]: the person I spoke with. - [nextMeetingDate]: the agreed next meeting; flag any mismatch with the transcript. Constraints: - Body under 150 words, plain language, no new pitching. - Quote the buyer's own words for goals and concerns. - Every next step has an owner and a date; ours first. - Before answering, check that every line in the email appears in the transcript. Output format: 1. Subject line. 2. Email in four sections: What we heard, Agreed next steps (one bullet each, owner and date), Open questions, Confirmation ask. 3. CRM note under 60 words: stage, risk, next step.
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