1. What this prompt does

• Function: This prompt helps users convert visit notes into a structured document that includes background, goals, pain points, opportunities, key quotes, action items, and follow-up dates. This enhances clarity and actionability of the notes.
• Target:
  • Sales Professionals: Streamline client visit notes for better follow-up and action planning.
  • Project Managers: Organize meeting notes for team alignment and task delegation.
  • Consultants: Document client interactions and insights for ongoing projects.
  • Researchers: Structure field visit notes for analysis and reporting.
• Benefit:
  • Save time by quickly transforming raw notes into actionable insights.
  • Get a clear view of objectives and challenges discussed during visits.
  • Avoid missed opportunities by highlighting key quotes and insights.
  • Enhance follow-up effectiveness with well-organized action items.

2. How do you use this prompt?

1. Open ChatGPT
2. Copy the provided structure
3. Paste into ChatGPT and run
   User Input :

   From visit notes, build a page: background, goals, pain points, opportunities, key quotes, action items , and next follow?up date.
   

4. Receive a structured document with all sections completed

3. When will you need this prompt?

• Sales Professionals → Preparing for a follow-up call with a client by reviewing structured notes
• Project Managers → Ensuring team members have clear action items after a project meeting
• Consultants → Presenting visit insights to clients in an organized manner
• Researchers → Compiling field notes for a research report
• Business Development Teams → Tracking potential leads and opportunities from client visits