Note of agreements after a call
What it's for You note what was said and it leaves a note with agreements and dates only if you wrote them.
Example reply
Note from the call Us, on Friday - Send the quote. No discount: it was not discussed, so do not include one.
The prompt (copy it and paste it into your assistant)
I am going to paste what follows. You note what was said and it leaves a note with agreements and dates only if you wrote them. Do not invent facts. Do not invent agreements. Do not send the note. Do not promise a discount. Answer in this order: 1. Separate what you do from what they confirm 2. Leave the discount out, on one line 3. Send the quote on Friday with the size you already have, and note that they have not closed it yet Here it is: [paste this here: What we agreed to send]
The client call ends and the agreements stay in someone's head.
How to use it
- Press Copy, or the button for the app you use.
- Paste the text into the chat.
- Write what you need, with your own details. For example:We agreed to send the quote on Friday. They will confirm the door size. We did not talk about a discount.
You write
We agreed to send the quote on Friday. They will confirm the door size. We did not talk about a discount.
You get back
Note from the call Us, on Friday - Send the quote. No discount: it was not discussed, so do not include one. Them - They confirm the door size. Until it arrives, the quote uses the size we already have, and a line that says they have not closed it yet. If Friday passes and you did not send the quote, this note does not get rewritten: it gets done.
In three steps
- Separate what you do from what they confirm.
- Leave the discount out, on one line.
- Send the quote on Friday with the size you already have, and note that they have not closed it yet.
A tip A discount that was not discussed and shows up on the quote is a different agreement.