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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)

  1. Write prep and summary prompts.
  2. Prep: fill for an upcoming call.
  3. 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