Pull the next step from each quiet CRM card
Works with any AI
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".
Example result
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…
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]
The card goes cold because the next step is not written.
How to use it
- Copy the prompt.
- Paste your details into the brackets.
- Review the result before you use it.North card: we sent the proposal on Monday. No reply. South card: they asked for a visit and there is no day.
You write
North card: we sent the proposal on Monday. No reply. South card: they asked for a visit and there is no day.
You get back
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.
In three steps
- One fact and one step per card.
- If the fact is missing, say so.
- Do not close the deal.
A tip One step per card. If you write three, none of them gets done.