Sales
Intermediate
15 min
CRM notes and pipeline hygiene — the admin nobody does
The problem
Your CRM says: 'Had a good call. They are interested. Will follow up next week.' Written six weeks ago.
The workflow
1Record the memo
2Transcribe
3Structure to fields
4Check quotes
5Update the stage on buyer evidence
6Log commitments
7Review stale deals
★Hand over cleanly
What you need
Memo: 'Ok just came out of Vaibhav Polymers. Met Sandeep the ops director again, MD was supposed to join but didn't, he was travelling.
The tool
Your assistant's audio transcription
The prompt
Subscribers. The full prompt is part of the SMEMinds AI Playbook. See plans.
What comes back
1. THEIR WORDS — 'The MD is asking why we can't just fix the Excel process' (Sandeep, relaying the MD's objection).
Verify before you use it
Human review required. Check every line below before this leaves your screen.
- Follow up the [UNCLEAR] flag. If the MD has never met you in five weeks of process, that is the single most important fact about this deal.
- Note the stage recommendation is not to advance despite a positive-feeling call. That is the discipline — buyer evidence, not seller sentiment.
- The competing option is unnamed. Add it to the next call's questions rather than speculating.
- Confirm the Friday commitment is in your task system, not only in the note.