01
Separate facts from assumptions
You sort your notes into direct client wording, confirmed facts, and missing details. You remove identifying information before using the prompt.
Made for Bankers
Capture the Client Need in One Page
Also useful for: people in Finance
25 min
Intermediate
Money Conversations
Communicate Better
Turn a banking conversation into a one-page record of what your client wants, what stands in the way, and what you agreed to do next.
We'll use them to write your prompt.
Completed ✓
Make Your Play
Give us the situation. We’ll build the prompt.
Keep the conversation centered on your client's real need instead of jumping to a product.
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
Build the one-page need note
You organize the conversation around the need, obstacle, timing, amount, access, tradeoffs, decision process, and next step without adding a product recommendation.
03
Confirm the summary with your client
You read back the core need in plain language, invite corrections, and confirm the action, owner, and date.
Make Your Play
Capture the Client Need in One Page
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
Identify where this need surfaced so the summary fits the conversation.
Provide redacted notes with your client's wording, goals, concerns, numbers, priorities, and decision details.
0/10000
Enter any confirmed deadline, target date, or timing uncertainty.
Record the action discussed, who owns it, and when it should happen.
0/10000
This playbook was updated. Review your inputs before copying.
What you'll do
Check a step when you finish it.
01
Separate facts from assumptions
You sort your notes into direct client wording, confirmed facts, and missing details. You remove identifying information before using the prompt.
02
Build the one-page need note
You organize the conversation around the need, obstacle, timing, amount, access, tradeoffs, decision process, and next step without adding a product recommendation.
03
Confirm the summary with your client
You read back the core need in plain language, invite corrections, and confirm the action, owner, and date.
Fill in the fields above to generate your prompt preview.
Assembled prompt
Beginner instructions
You can paste rough notes, but remove names, account numbers, tax IDs, addresses, and other identifying details first. Read the result against your original notes and replace any unsupported statement with “Needs confirmation.”
Advanced instructions
You can use this before product research or an internal handoff. Keep direct wording separate from your interpretation, test each stated tradeoff against your notes, and confirm who can make the decision before you record an agreed next step.
Use this when
Use this after a discovery meeting, account review, walk-in conversation, or phone call when you need to confirm the need before discussing accounts, credit, loans, or other options.
You'll need
- Meeting context
- Discovery notes
- Timing
- Next step
You'll get
- One page covering your client's own words, desired outcome, obstacle, timing, amount or range, access needs, tradeoffs, decision process, and next step
- Every unknown marked instead of guessed
- The summary reviewed with your client or the included review script prepared
- The next action, owner, and date identified.
By the end of this playbook
You will have:
- One page covering your client's own words, desired outcome, obstacle, timing, amount or range, access needs, tradeoffs, decision process, and next step
- Every unknown marked instead of guessed
- The summary reviewed with your client or the included review script prepared
- The next action, owner, and date identified.
Examples
Progress 1 of 3