Turn a call transcript into clean CRM notes

Opening this in Claude or ChatGPT sends the prompt with its {{PLACEHOLDERS}} still in it. Replace them with your own details before you send, or copy the prompt and fill them in first.

Here is a transcript of a sales call:

<transcript>
{{TRANSCRIPT}}
</transcript>

Fill in exactly these fields:

{{FIELDS}}

Rules:

- One or two sentences per field. No preamble.
- Use the customer's own words for anything about their problem, their timeline or their budget. Quote them where the wording matters.
- If the call did not cover a field, write "not discussed". Never infer it from what is usual for this kind of company.
- Keep your own opinion out of it. "Sounded keen" is not a note; "said they want to decide before the quarter ends" is.

After the fields, list any commitment made on our side, with who made it and by when. If nobody committed to anything, say so plainly.

End of prompt: Turn a call transcript into clean CRM notes