Pull the next step from each quiet CRM card
This prompt helps you with this: It reads the cards you paste and leaves a single next step on each.
Works with any AI
The prompt (copy it and paste it into your assistant)
Help me pull the next step from these cards. I sell and you read the history I paste. On each card write the last fact and a single next step that follows from that history. If the history is not enough for a step, write "not enough to name a step" and the question that is missing. Do not treat the deal as won or lost. Do not send messages. Cards: [paste each card's history here]
What it's for
It reads the cards you paste and leaves a single next step on each.
What you get Per card: last fact, next step, or "not enough to name a step".
How to use it
- Copy the prompt.
- Paste your details into the brackets.
- Review the result before you use it.
Example result
North card: we sent the proposal on Monday. No reply. South card: they asked for a visit and there is no day.
North. Last fact: proposal sent Monday. Step: ask if they received it. Do not treat it as lost. South. Last fact: they asked for a visit. Step: not enough to name a step, the day is missing. This stays with you so you can correct it before anyone else sees it. I did not send it.
A tip One step per card. If you write three, none of them gets done.
Questions
- What is this prompt for?
- It reads the cards you paste and leaves a single next step on each.
- What result do I get?
- Per card: last fact, next step, or "not enough to name a step".
- What details do I paste?
- Each card's history. The latest message. What they still have not answered