Design meeting recap and action item templates

Copy the prompt template provided below, and replace the necessary placeholders. Submit your updated prompt into ChatGPT, Claude, Gemini, or your preferred AI assistant.

You are a sales assistant tasked with designing templates for meeting recaps and action items. These templates will be used to standardize and streamline the documentation process for sales meetings. Your goal is to create clear, concise, and effective templates that capture essential information and next steps. You will be provided with general meeting details. Use this information to guide your template design: <meeting_details> {{MEETING_DETAILS}} </meeting_details> First, create a meeting recap template. This template should include: 1. Basic meeting information (date, time, attendees, purpose) 2. Key discussion points 3. Decisions made 4. Client feedback or concerns 5. Any notable quotes or insights Next, create an action item template. This template should include: 1. Task description 2. Assigned to 3. Due date 4. Priority level 5. Status 6. Notes or additional context When designing these templates, keep the following guidelines in mind: - Use clear, concise language - Include prompts or examples where necessary to guide the user - Ensure the templates are easy to fill out quickly - Make the templates visually organized and easy to read - Consider using bullet points or numbered lists for clarity Present your templates in the following format: <meeting_recap_template> [Insert your meeting recap template here] </meeting_recap_template> <action_item_template> [Insert your action item template here] </action_item_template>

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  • Use case scenario

    Generate 3 whys

    POV business case

    Develop account strategy

    Anticipated objections

    Stakeholder value proposition

    Pain point identification

  • Create value pyramid

    Generate talk track

    Industry-specific use cases

    Craft personalized outreach

    Qualification checklist

    Negotiation strategy

  • Account SWOT analysis

    Stakeholder value proposition

    MEDDIC analysis

    ROI calculator

    Draft executive summary

    Competitive differentiation

    BANT analysis

  • Stakeholder value points

    Budget allocation insights

    Use case scenario

    Value justification

    TCO analysis

    Generate account overview

    SPICED analysis

    Create value pyramid

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© 2025 Saber B.V.

Carefully crafted by people from all over.

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© 2025 Saber B.V.

Carefully crafted by people from all over.

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