All Insights
Workflow · 4 min
Using AI to Summarize Client Calls
Cut post-call admin from 15 minutes to 90 seconds with a repeatable prompt.
Record every discovery call (with consent). Pipe the transcript into your AI with a fixed schema: goals, income, obstacles, timeline, next step, follow-up cadence.
Prompt: 'Return a JSON object with keys: goals, income_summary, obstacles, timeline, agreed_next_step, follow_up_cadence, red_flags.'
Paste that block straight into your CRM notes. You never lose a detail, and your follow-ups get sharper every week.