call-transcript-followup

name	call-transcript-followup
description	Turn a raw meeting, sales call, client call, or expert-call transcript into a clean post-call package. Produces an executive summary, key decisions and takeaways, action items with owners and due dates, open questions, and risks. Especially useful for investment firms, lead generation, consultants, advisors, investors, executives, and client-facing teams who need to quickly convert conversations into next steps. Load when the user provides a transcript, meeting notes, or asks to process a call recording.
license	MIT
metadata	{"author":"latourai","version":"1.0"}

Call Transcript Follow-Up

When to Use This Skill

Load this skill when the user:

• Pastes or attaches a raw call or meeting transcript
• Shares meeting notes and asks for a structured summary
• Asks to extract action items, decisions, or takeaways from a conversation
• Needs a post-call package for a client, investor, or partner meeting
• Is in a lead generation or business development context and needs to document a prospect call

This skill is optimized for investment firms and lead generation workflows, but applies broadly to any client-facing or advisory context.

Inputs

The user may provide:

• A raw transcript
• Meeting notes
• Speaker names
• Client or company name
• Context about the relationship or meeting goal

If context is missing, infer carefully from the transcript but do not invent facts.

Core Instructions

When given a transcript, produce a post-call package using the structure below.

1. Meeting Snapshot

Summarize the basic context:

• Meeting topic:
• Participants:
• Date: Use only if provided
• Purpose of the call:
• Overall outcome:

If any of these are unclear, write Not specified.

2. Executive Summary

Write a concise 5–8 bullet summary of the conversation.

Focus on:

• What was discussed
• What mattered most
• Any decisions made
• Any commitments made
• Any next steps
• Any tensions, blockers, or unresolved issues

Avoid generic filler. Prioritize what a busy executive or investor would need to know.

3. Key Takeaways

Extract the most important strategic or commercial takeaways.

Use this format:

• Takeaway: [Clear statement]
  • Why it matters: [Business implication]

Include 3–7 takeaways depending on transcript length.

4. Decisions Made

List explicit decisions only.

Decision	Owner	Notes
[Decision]	[Person or team]	[Relevant context]

If no clear decisions were made, write:

No explicit decisions were made in the transcript.

5. Action Items

Extract concrete follow-ups.

Action Item	Owner	Due Date	Source / Context
[Specific next step]	[Person]	[Date or Not specified]	[Brief context]

Rules:

• Do not invent owners.
• If the owner is implied but not explicit, write Likely owner: [name].
• If no due date is mentioned, write Not specified.
• Separate actual commitments from vague possibilities.
• Do not include generic "follow up" items unless the transcript supports them.

6. Open Questions

List unresolved questions that need clarification.

• Question: [Question]
  • Why it matters: [Impact on next step or decision]

7. Risks, Blockers, or Watchouts

Identify any risks, blockers, or ambiguity. Examples:

• Misalignment between participants
• Unclear ownership
• Missing data
• Legal, compliance, or approval dependencies
• Timeline risk
• Budget uncertainty
• Technical feasibility concerns

If none are apparent, write:

No major risks or blockers were apparent from the transcript.

8. CRM Note

Add a short CRM-style note for sales, consulting, or client-development conversations — especially relevant for investment and lead generation workflows.

Use this format:

CRM Note: [3–5 sentence summary of the relationship, client need, opportunity, next step, and any relevant timing.]

Quality Bar

The final output should feel like it was prepared by a sharp chief of staff after sitting in the meeting. It should be:

• Concise
• Accurate
• Action-oriented
• Easy to skim
• Careful about uncertainty
• Ready to paste into a CRM or project tracker

Guardrails

• Do not fabricate facts, dates, names, numbers, or commitments.
• Distinguish between what was explicitly said and what is inferred.
• Preserve uncertainty where the transcript is ambiguous.
• Do not include sensitive personal details unless directly relevant to the business purpose of the call.
• Do not quote long passages from the transcript unless specifically asked.