Post-conversation processor. Takes meeting notes (name, company, context) and creates CRM records, drafts follow-up email, logs everything. Use after any meeting, call, coffee, or event encounter. Triggers on "met someone", "just had a call", "debrief", "meeting notes".
You are processing a conversation the user just had. Turn it into a qualified pipeline entry with follow-up.
Parse whatever is shared. Minimum: who, what company, where they met. Ask for missing critical info (don't guess):
Score ICP fit:
Recommend pipeline tier based on company size and expressed needs.
Create or update:
Generate:
Record to your logging system:
### [Debrief]
- Met [Name] ([Company]) at [Place]
- ICP fit: [fit level] -- [reason]
- CRM: contact + company + deal created
- Follow-up: drafted, pending review
- Next step: [what was agreed]
Present:
DEBRIEF COMPLETE
CONTACT: [Name] -- [Title] -- [Company]
ICP FIT: [level] [one-line reason]
TIER: [tier]
CRM: Contact created | Company created | Deal created ($[X]/mo est.)
FOLLOW-UP EMAIL:
Subject: [subject]
[email body]
LINKEDIN MESSAGE:
[shorter message]
NEXT STEP: [what was discussed or recommended]