Write a deal summary that survives a rep change
When a deal hands off to a new rep, half the context is lost. This prompt extracts everything that matters into a structured handoff doc.
Write a handoff summary for this deal. Audience: a new rep who has zero prior context.
Raw notes / call transcripts:
{{RAW_NOTES}}
Produce a structured doc with these sections:
1. Headline — what's being sold, to whom, expected ACV, stage.
2. Stakeholders — name, role, sentiment (champion / neutral / blocker), what each cares about most.
3. Why now — the trigger event or pain point that started the conversation.
4. Competition — who else is in the eval, our positioning.
5. Open questions — what we haven't been able to get clear answers on.
6. Next steps — the 3 concrete actions to take this week.
7. Risks — top 3, ranked.
Keep each section ruthlessly short. No filler. {{RAW_NOTES}}
How to use this prompt
- Copy the prompt above (Copy button on the top-right).
- Replace each
{{VAR}}with your own value. Variables:{{RAW_NOTES}}. - Paste it into one of the recommended tools below.
- Iterate: tighten constraints in the prompt if the output is generic.
Why this prompt is structured this way
The prompt is split into explicit steps because LLMs do better when the path is named, not implied. Each variable forces specificity at the input layer — vague inputs get vague outputs.
Pair this prompt with a tool
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