Made for Bankers
Turn a Client Meeting Into a Complete Relationship Record
Also useful for: people in Finance
You convert raw meeting notes into a reliable relationship record that separates confirmed facts, client statements, internal analysis, commitments, disclosures, missing information, and follow-up actions.
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Use this when
Use this immediately after a discovery meeting, financial review, application discussion, service conversation, or difficult client call. It is especially useful when several needs, products, disclosures, decision makers, or follow-up items came up.
You'll need
- Meeting type
- Meeting context
- Source notes
- Client commitments
- Your commitments
- Risk-sensitive points
- Record requirements
- Communication preferences
You'll get
- A CRM-ready record grounded in your source notes
- Facts, client statements, observations, and assumptions separated
- Needs, concerns, disclosures, commitments, owners, dates, and open questions documented
- Material statements traceable back to the meeting
- The client recap verified to contain no private internal commentary or unsupported promises.
By the end of this playbook
You will have:
- A CRM-ready record grounded in your source notes
- Facts, client statements, observations, and assumptions separated
- Needs, concerns, disclosures, commitments, owners, dates, and open questions documented
- Material statements traceable back to the meeting
- The client recap verified to contain no private internal commentary or unsupported promises.
Sample
This is sample data, not your prompt. Pro unlocks this higher-stakes Playbook. On Free Playbooks you can still copy the assembled prompt into any AI.
Sample input
You completed a video review with two owners of a small business. Your notes show that seasonal vendor payments are creating cash pressure, both owners want quicker access to reserves, and one owner asked whether a proposed account had "no monthly fee." You didn't confirm the fee. You promised a written comparison by Tuesday. The clients promised updated ownership documents by Friday. Your CRM requires needs, products discussed, disclosures, commitments, next contact, and open questions.
Sample assembled prompt
You receive a CRM record that... You also receive a client recap...