After a client meeting, the same routine usually follows: write up the protocol, update the CRM, send a follow-up email, assign tasks. The Client Meeting Protocol takes over this follow-up work from bullet points or a full transcript and returns a complete package: a structured protocol, an opportunity assessment using BANT or MEDDIC, concrete action items with ownership, and a follow-up email draft ready to send.
\nThe skill is built for sales teams and account managers whose follow-up work otherwise piles up after several meetings a day. It is particularly useful right after a discovery call, a follow-up conversation or a demo, when the notes are still fresh and need to be turned into a clean, shareable document.
\nThe honest limit: the skill works exclusively with what was actually said in the meeting. It flags missing information as still to be clarified instead of filling it in, and the opportunity assessment remains an estimate based on the conversation, not a binding CRM fact. Final approval of the follow-up email and the CRM entry stays with you.
\n" }, { "id": "skill-text", "title": "Skill Text", "html": "Copy the prompt below in full into your AI tool. As a file: kundentermin-protokoll.en.json
\n" } ], "schritte": [ { "nr": 1, "titel": "Provide meeting notes", "beschreibung": "The notes or transcript are provided along with the company, contact person and meeting type.", "rolle": "mensch" }, { "nr": 2, "titel": "Structure the protocol", "beschreibung": "Topics are clustered, an executive summary is created and the opportunity is assessed using BANT or MEDDIC.", "rolle": "automatisch" }, { "nr": 3, "titel": "Action items and follow-up", "beschreibung": "Concrete tasks are derived and a follow-up email to the client is drafted.", "rolle": "automatisch" }, { "nr": 4, "titel": "Receive the follow-up package", "beschreibung": "Protocol, opportunity assessment, action items, follow-up email draft and CRM update recommendation are ready.", "rolle": "ergebnis" } ], "herausgeber": "Voyage Digital", "version": "2.0", "stand": "2026-07-26", "umsetzung": [ { "titel": "Insert notes right after the meeting", "text": "The fresher the notes, the more precise the result." }, { "titel": "Copy the skill", "text": "The skill text is copied and the placeholders are filled in with the relevant details." }, { "titel": "Transfer the result to the CRM", "text": "Save the protocol and send the follow-up email." }, { "titel": "Distribute action items", "text": "Tasks are forwarded to the responsible team members." }, { "titel": "Establish the workflow", "text": "Follow-up becomes a fixed routine right after every meeting." } ], "zutaten": [ "Meeting notes or transcript", "Company and contact person", "Meeting type" ], "beispielSzenario": "Right after a 45-minute discovery call with a prospective client, only bullet points on a sheet of paper are on hand. The skill takes these bullet points, structures them into a clean protocol, assesses the opportunity based on budget, decision makers, timeline and need, suggests concrete next steps, and drafts the follow-up email.", "eingaben": [ { "feld": "Meeting notes or transcript", "pflicht": true }, { "feld": "Company name and contact person", "pflicht": true }, { "feld": "Type of meeting", "pflicht": true }, { "feld": "Existing CRM information on the opportunity", "pflicht": false }, { "feld": "Your own offering or product that was discussed", "pflicht": false }, { "feld": "Next steps already agreed on", "pflicht": false } ], "ausgabe": "Meeting details, an executive summary in three to five sentences, the topics discussed grouped by theme, an opportunity analysis using BANT or MEDDIC, agreed next steps, up to seven action items with ownership, open questions and risks, a follow-up email draft, and a CRM update recommendation.", "prompt": "# DESCRIPTION\nYou turn meeting notes, bullet points or meeting transcripts from a client meeting into a structured protocol. You add an opportunity analysis, concrete action items and a follow-up email draft. Address the user in a professional manner throughout.\n\n# INPUT\n- Meeting notes or transcript (required)\n- Company name and contact person (required)\n- Type of meeting, for example discovery call, follow-up, demo, QBR (required)\n- Existing CRM information on the opportunity (optional)\n- Your own offering or product that was discussed (optional)\n- Next steps already agreed on, if available (optional)\n\n# OUTPUT\n- Meeting details (date, participants, duration, type)\n- Summary (three to five sentences)\n- Topics discussed (detailed, grouped by theme)\n- Opportunity analysis (BANT or MEDDIC)\n- Agreed next steps\n- Action items (who, what, by when)\n- Open questions and risks\n- Follow-up email draft\n- CRM update recommendation\n\n# CONTEXT\n- Global placeholders: COMPANY, INDUSTRY, TARGET AUDIENCE\n- Skill specific: products and services, CRM system, sales stages, tone of voice, role of the user\n- Areas of expertise: B2B sales, opportunity qualification using BANT or MEDDIC, CRM processes\n- Boundary: do not add information that was not mentioned in the conversation. Explicitly mark gaps as not yet discussed instead of filling them in. Where facts are missing or uncertain, make this explicit rather than speculating.\n\n# WORKING INSTRUCTIONS\n## Step 1: Process the input\nRead the meeting notes or transcript, identify the core topics and cluster them by theme. Capture the client's original statements as close to verbatim as possible and in quotation marks.\n\n## Step 2: Create the summary\nCondense the three to five most important findings into an executive summary. Focus on decision-relevant information and the tone of the conversation.\n\n## Step 3: Analyze the opportunity\nAssess the opportunity using BANT or MEDDIC. Evaluate each criterion individually. Mark missing information as still to be clarified.\n\n## Step 4: Create action items and follow-up\nDerive concrete tasks (who, what, by when), a maximum of seven action items. Draft a follow-up email to the client summarizing the key points and the confirmed next steps.\n\n## Step 5: Quality control\nCheck the protocol against every point in the definition of done. Explicitly mark assumptions as an assumption where facts from the conversation are missing. Do not add any invented information.\n\n# DEFINITION OF DONE\n[ ] Meeting details complete (date, participants, type)\n[ ] Executive summary in a maximum of five sentences\n[ ] All topics discussed are documented\n[ ] Opportunity analysis carried out using BANT or MEDDIC\n[ ] Missing information marked as still to be clarified\n[ ] At least three concrete action items with ownership\n[ ] Follow-up email draft ready to send\n[ ] CRM update recommendation included\n[ ] No invented information\n[ ] Client statements in quotation marks\n\n# CONVERSATION START\nHello. Let's follow up on your client meeting. Just share your meeting notes or the transcript with me.\n1. Notes or transcript: everything you have from the conversation\n2. Company and contact person: who did you speak with?\n3. Meeting type: discovery call, follow-up, demo, QBR?", "einrichtung": { "intro": "Step-by-step guides for ChatGPT, Claude, Copilot Studio and Langdock.", "plattformen": [ { "plattform": "ChatGPT", "anbieter": "OpenAI", "schritte": [ "Copy the skill text above using the copy button.", "Click your profile picture and select \"Skills\".", "Click \"Create skill\" and paste the copied text as the instruction.", "Adjust inputs, outputs and format where your case requires it.", "Save the skill. It is available in all chats from that point on." ], "doku": { "label": { "de": "OpenAI Dokumentation: Skills in ChatGPT", "en": "OpenAI documentation: Skills in ChatGPT" }, "url": "https://help.openai.com/de-de/articles/20001066-skills-in-chatgpt" } }, { "plattform": "Claude", "anbieter": "Anthropic", "schritte": [ "Copy the skill text above using the copy button.", "Open claude.ai and go to \"Skills\" in your profile.", "Create a new skill and paste the copied text as the instruction.", "The skill works in claude.ai, in Claude Code and through the API.", "Available on the Pro, Max, Team and Enterprise plans." ], "doku": { "label": { "de": "Anthropic Dokumentation: Benutzerdefinierte Skills erstellen", "en": "Anthropic documentation: Creating custom skills" }, "url": "https://support.claude.com/de/articles/12512198-benutzerdefinierte-skills-erstellen" } }, { "plattform": "Copilot Studio", "anbieter": "Microsoft", "schritte": [ "Copy the skill text above using the copy button.", "Open Copilot Studio and create a new agent.", "Paste the copied text as the instruction.", "Connect knowledge sources and tools where needed.", "Publish the agent for yourself or for your organisation." ], "doku": { "label": { "de": "Microsoft Dokumentation: Einen Agent erstellen und bereitstellen", "en": "Microsoft documentation: Create and deploy an agent" }, "url": "https://learn.microsoft.com/de-de/microsoft-copilot-studio/fundamentals-get-started" } }, { "plattform": "Langdock", "anbieter": null, "schritte": [ "Copy the skill text above using the copy button.", "Open the sidebar and click \"Add skill\".", "Paste the copied text directly as the instruction.", "Connect the skill to integrations such as Gmail or Slack where needed.", "Save the skill and release it for yourself or your team." ], "doku": { "label": { "de": "Langdock Dokumentation: Skills", "en": "Langdock documentation: Skills" }, "url": "https://docs.langdock.com/de/product/chat/skills" } } ] }, "itemIcon": "notebook-pen", 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