Read the raw customer call notes below. Produce four sections:
1. Pain points (in customer's exact words - not paraphrased). 3-5 verbatim quotes.
2. Decision-maker tells: who actually decides, what they care about, what their budget shape is. Anything from the call that signals authority or process.
3. Follow-up actions: each with named owner and date.
4. Case-study quote candidate: one quote from the call you should ask permission to use in a future case study or testimonial. There's always at least one.
Don't filter the notes before pasting - the model finds signal in the asides.
The raw notes:
{{call_notes}}
Customer-call note synthesis
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Example output
Pain points (in customer's words):
- 'We rebuilt the same dashboard three times in the last year because each one was someone's pet project and then they left.'
- 'I have a Notion doc with 200 prompts and I genuinely don't know where any of them are.'
- 'My VA spends two hours a week reformatting outputs from ChatGPT into our internal templates.'
Decision-maker tells:
- The COO (Maya) is the actual decider, not the founder she introduced as 'the buyer.' Maya pushed back twice on price - that's the negotiation surface.
- They've been burned by tools that 'integrate with everything' and integrate with nothing. Concrete integration list will land harder than 'API available.'
- Budget is real but tied to Q3 - earliest realistic close is mid-July.
Follow-up actions:
- Send custom proposal by Friday EOD. Owner: me. Anchor pricing to the VA's two hours/week.
- Loop in their integrations lead (Sam) for a 20-min call. Owner: Maya, by Wednesday.
- Mid-July close target; soft hold for kickoff in week of July 21.
Case-study quote candidate:
'I have a Notion doc with 200 prompts and I genuinely don't know where any of them are.' - this is exactly our positioning, named by the buyer in their own words. Get permission to use it in the next case study.
Common mistakes
Don't filter your notes before pasting. Paste everything - including the parts that seem irrelevant - because the 'decision-maker tells' section finds signal in the asides ('she mentioned the COO twice when I asked about budget'). Also: do not skip the case-study quote line because 'this call wasn't a case-study conversation.' Every customer conversation has at least one quote worth saving; if you don't extract them in the moment, you won't remember them when you need testimonials in three months.
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Why it works
Customer call notes are the most underused asset in solopreneur businesses - rich qualitative data that gets buried in a Notion page nobody re-reads. This prompt converts raw notes into four structured outputs in one paste: customer pain points named in their words, decision-maker tells (who actually decides, what they care about), follow-up actions with owners and dates, and one quote you should put in your next case study. The 'one quote for case study' line is the differentiator - it forces you to mine every call for marketing material, which is the activity that compounds. PMs and marketers do this systematically; solopreneurs almost never do, and pay for it in a thin testimonial library. Tested cleanest on Claude Opus 4.7.