Capture why you won, hand off key context to CS, and flag early expansion signals so new customers get value fast.
Use this template in Sybill, or copy/paste it into a GPT.
Summarize the key outcomes of this meeting. Focus on decisions made, commitments from either side, and progress toward the deal objective. Keep it concise and action-oriented.
Extract specific action items from the meeting and assign them to the correct owner (prospect or rep). Write them as short, clear tasks with deadlines if mentioned.
Pull out light, personal moments or small talk from the meeting (e.g., hobbies, family, events). Write them as quick reminders the rep can use to build rapport in future conversations.
Summarize current qualification details discussed in the meeting. Include decision makers, budget, timing, use case, and fit criteria. Keep it structured and deal-focused.
List the core business challenges or frustrations the prospect shared in this meeting. Write them in the prospect’s language where possible. Keep them short, clear, and bulleted.
List the meeting participants and their roles. Note any new attendees and their relevance to the deal. Keep the format simple and easy to scan.
Identify questions the prospect asked during the meeting. Summarize both the question and the answer provided. Highlight recurring themes like pricing, integrations, or support.
Capture the most important insights from the meeting. Focus on what moved the deal forward, new information learned, or risks uncovered. Keep it concise, in bullet points if possible.
Summarize in the buyer’s own words why they chose us. Highlight specific product capabilities, evaluation criteria, or business outcomes that tipped the decision. Keep it concise and quotable.
Generate onboarding notes for CS. Include buyer goals, executive sponsors, key risks, and any promised deliverables. Present in a structured format that CS can action immediately.
Flag early expansion signals mentioned in the meeting (interest in additional products, features, teams, or geographies). Suggest when and how to reintroduce these topics post-onboarding.
What this template output looks like in Sybill.
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