01
Remove Unneeded Sensitive Details
You check your notes for information the AI doesn't need, including account numbers, government identifiers, login details, and full personal identifiers.
Made for Bankers
Turn Client Notes Into a Better Follow-Up Conversation
Also useful for: people in Finance
30 min
Advanced
Communication
Communicate Better
You sort rough client notes into facts, assumptions, open questions, and useful signals. You then prepare a plain-language need statement and a follow-up that stays focused on the client's situation instead of leading with a product.
We'll use them to write your prompt.
Completed ✓
Make Your Play
Give us the situation. We’ll build the prompt.
You can catch gaps and weak assumptions before your next client conversation.
Your answers save as you type.
What you'll do
This is the plan inside your prompt. Add your details first. Then follow these steps with ChatGPT or Claude.
02
Turn Fragments Into an Organized Record
You sort scattered notes without filling in gaps or improving the story beyond what was actually said.
03
Separate Facts From Assumptions
You identify which points are supported and which points reflect your interpretation.
04
Find Gaps and Contradictions
You look for missing context, vague words, conflicting details, and decisions that lack a clear reason.
05
Develop Competing Need Hypotheses
You consider several possible needs instead of locking onto the first explanation or product category.
06
Write a Working Need Statement
You summarize the likely goal, constraint, unknown, and timing in plain language.
07
Build Product-Neutral Questions
You create questions that explore the situation before any product discussion begins.
08
Choose the Next Three Questions
You select the questions that reduce the most uncertainty while keeping the conversation manageable.
09
Draft the Follow-Up Message
You prepare a short message that reflects what you heard without presenting assumptions as facts.
10
Prepare and Check the Conversation
You plan how to open, ask, adapt, summarize, and close the follow-up without rushing into a recommendation.
Make Your Play
Turn Client Notes Into a Better Follow-Up Conversation
Tell us what the prompt needs to know
Start with the questions below. Each answer personalizes the playbook and builds the prompt you’ll use at the end.
Your situation
Provide the notes you captured during or after the client conversation. Remove unnecessary identifying and account information first.
0/10000
State what the client said about the desired outcome. You can enter "Unclear" if your notes don't establish a goal.
0/10000
Enter any deadline, event, or decision date mentioned in your notes.
Choose how you plan to continue the conversation.
Add any approved language, privacy limits, required disclosures, or topics you must avoid.
0/10000
This playbook was updated. Review your inputs before copying.
What you'll do
Check a step when you finish it.
01
Remove Unneeded Sensitive Details
You check your notes for information the AI doesn't need, including account numbers, government identifiers, login details, and full personal identifiers.
02
Turn Fragments Into an Organized Record
You sort scattered notes without filling in gaps or improving the story beyond what was actually said.
03
Separate Facts From Assumptions
You identify which points are supported and which points reflect your interpretation.
04
Find Gaps and Contradictions
You look for missing context, vague words, conflicting details, and decisions that lack a clear reason.
05
Develop Competing Need Hypotheses
You consider several possible needs instead of locking onto the first explanation or product category.
06
Write a Working Need Statement
You summarize the likely goal, constraint, unknown, and timing in plain language.
07
Build Product-Neutral Questions
You create questions that explore the situation before any product discussion begins.
08
Choose the Next Three Questions
You select the questions that reduce the most uncertainty while keeping the conversation manageable.
09
Draft the Follow-Up Message
You prepare a short message that reflects what you heard without presenting assumptions as facts.
10
Prepare and Check the Conversation
You plan how to open, ask, adapt, summarize, and close the follow-up without rushing into a recommendation.
Fill in the fields above to generate your prompt preview.
Assembled prompt
Beginner instructions
You can paste short, de-identified notes and use the full prompt without changing the sequence. Replace names, account numbers, and other sensitive details with simple labels before you begin. Review every assumption before using the result with your client.
Advanced instructions
You can add your bank’s approved communication rules, required disclosures, and meeting objective to the prompt. Challenge the working need statement with an alternate explanation, then keep only questions that help you distinguish between the competing explanations. Complete your normal compliance and suitability review outside this Playbook.
Use this when
Use this after a discovery call, account review, branch conversation, or client check-in when your notes are incomplete, scattered, or pointing toward more than one possible need.
You'll need
- Rough client notes
- Known conversation goal
- Relevant timing
- Follow-up channel
- Communication constraints
You'll get
- Confirmed facts separated from assumptions
- The most important missing information identified
- A provisional need statement written
- Three product-neutral questions selected
- A follow-up message drafted
- Every client-facing line checked for accuracy, privacy, and unsupported promises.
By the end of this playbook
You will have:
- Confirmed facts separated from assumptions
- The most important missing information identified
- A provisional need statement written
- Three product-neutral questions selected
- A follow-up message drafted
- Every client-facing line checked for accuracy, privacy, and unsupported promises.
Examples
Progress 1 of 10