AI Meeting Prep and Notes
Day 16 of 30 · B2B Sales 2026 Masterclass
Create a “meeting prep” and “meeting summary” prompt so you document consistently and capture next steps.
Learning Goal
- Write a meeting prep prompt (before).
- Write a meeting summary prompt (after).
- Fill one of each for an upcoming and a completed call.
Why It Matters
- Consistent notes = fast recall and better next steps.
- AI speeds summarizing but needs structure for accuracy.
- Post-call follow-up reduces slip risk.
Explanation
Meeting prep prompt
- Input: account brief, goal, attendees.
- Output: 3 hypotheses/pains, 3 questions, 1 recommended next step.
Meeting summary prompt
- Input: raw notes.
- Output: decisions, risks, next step (time, owner).
Examples
Good: AI summary with pain, impact, decision process, risks, and next step with date.
Bad: Dumping the transcript with no next step.
Guided Exercise (10–15 minutes)
- Write prep and summary prompts.
- Prep: fill for an upcoming call.
- Summary: fill for a completed call; include next step.
Independent Exercise (5–10 minutes)
Paste the summary into CRM and set a reminder for the next step.
Self-check
- Both prompts ready.
- Prep filled for one upcoming call.
- Summary filled for one completed call.
- Next step logged in CRM.
Optional Deep Dive
- Meeting notes best practices: https://www.gong.io/blog/sales-call-notes/
- OpenAI prompt guide: https://platform.openai.com/docs/guides/prompt-engineering