Library/Meeting Prep & Discovery/Post-Call Synthesis & CRM Update/Extract Deal Intelligence from CRM Notes
TestedMeeting Prep & DiscoveryQuick Win (under 10 min)
About this prompt
Reads raw CRM notes for a contact and extracts the key deal signals: stated pain points, what the buyer said they care about, where they are in the buying process, and objections or concerns to address. AEs and SDRs use this before re-engaging a stalled deal, preparing for a follow-up call, or doing a quick deal review. Use it any time you're trying to reconstruct deal context from messy CRM notes before a conversation.CRM notes capture everything and surface nothing — reps spend time scrolling instead of preparing. This prompt reads raw contact notes at a named company and extracts four deal-critical signals: pain points mentioned, what the buyer said they care about, where they are in the buying process, and any objections or concerns that need to be addressed. Paste your CRM notes directly — the prompt handles unstructured text, bulleted notes, and copy-pasted activity logs. Customize by adding what stage the deal is currently sitting at so the output flags whether the CRM data confirms or contradicts your deal assessment. Use this over a manual deal review when you're prepping for a call with a contact you haven't spoken to in several weeks and need to reconstruct context quickly. After the AI extracts the signals, check whether any key MEDDPICC criteria — metrics, economic buyer, decision criteria — are missing from the notes entirely, since absence is as important as presence.The prompt
Here are notes from our CRM about [CONTACT NAME] at [COMPANY].
Pull out:
- Any pain points or challenges they mentioned
- What they said they care about
- Where they are in their buying process
- Any
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Variables to replace
['CONTACT NAME', 'COMPANY', 'PASTE CRM NOTES']
How to run it
- Copy the prompt and paste it into Claude, ChatGPT, Gemini, or Copilot — it's tuned to run in any of them.
- Replace the variables — swap each bracketed token for your deal's specifics. The variables list above explains every field.
- Make it yours — run it, keep what's strong, and tighten your inputs on the next pass. The prompt improves with your context.
What good output looks like
Make it yours
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