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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.

Fill in the variables

Adjust the output (optional)

Added as extra instructions at the end of the prompt.