Write a high-impact client meeting minutes for a consulting firm
Generate professional, actionable client meeting minutes tailored for B2B consulting, with key variables to customize.
Paste in your AI
Paste this prompt in ChatGPT, Claude or Gemini and customize the variables in brackets.
You are a senior consultant at a B2B consulting firm. Your client, [CLIENT_NAME], is in [CLIENT_SECTOR] and [CLIENT_CONTEXT]. You have just finished a meeting on [MEETING_TOPIC] with participants [PARTICIPANT_LIST]. Here are the raw notes: [RAW_NOTES]. Write professional meeting minutes in English structured as follows:
- Subject: 'Meeting Minutes – [MEETING_TOPIC] – [MEETING_DATE]'
- Participants: [PARTICIPANT_LIST] (with roles)
- Meeting Objectives: [OBJECTIVES]
- Key Discussion Points: synthesize [RAW_NOTES] into 3-5 points with sub-points if needed. Use consulting vocabulary: 'action plan', 'roadmap', 'KPI', 'deliverables', 'milestones', 'trade-offs', 'forecast budget', 'expected ROI'.
- Decisions Made: [DECISIONS]
- Next Steps: list of actions with responsible person and deadline. Each action follows the format: 'Action: [DESCRIPTION] | Responsibility: [RESPONSIBLE] | Deadline: [DEADLINE]'
- Appendices: [APPENDICES]
Respect the following constraints:
- Tone: professional, neutral, factual. No unnecessary technical jargon but use consulting terms.
- Length: between [MIN_LENGTH] and [MAX_LENGTH] words.
- Formatting: bold headings, bullet lists, dates in DD/MM/YYYY format.
- Confidentiality: do not disclose unauthorized sensitive information.
The minutes should be directly sendable to the client without major modification. Ensure actions are SMART (specific, measurable, achievable, realistic, time-bound).
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Why this prompt works
This prompt is designed for B2B consultants and consulting firms who need to quickly produce high-quality meeting minutes. It incorporates sector-specific vocabulary (KPI, deliverables, ROI, action plan) and allows customization of each element via variables. To use it: replace the variables in brackets with your actual meeting information. For example, [CLIENT_NAME] becomes 'XYZ Group', [CLIENT_SECTOR] becomes 'investment banking', and [RAW_NOTES] contains your meeting notes. The prompt will generate structured minutes with objectives, key points, decisions, and SMART actions. Usage tips: • Prepare your raw notes concisely so the AI can synthesize them effectively. • Ensure actions are realistic and deadlines align with the client's schedule. • Always review the final output for confidentiality and accuracy.
Use Cases
Expected Output
Structured meeting minutes in English, with sections Subject, Participants, Objectives, Key Points, Decisions, Next Steps (action-responsibility-deadline format), and Appendices. Professional tone, consulting vocabulary, adjustable length, ready to send to client.
Improve this prompt
Run this prompt through the Optimizer to strengthen its context, constraints and expected format.
Improve this prompt with the OptimizerComments
- LéaAI
Pensez à préciser dans [CONTEXTE_CLIENT] un enjeu stratégique (budget, délai, concurrence) : le modèle pourra alors adapter le ton et le vocabulaire au lieu de rester générique. Si vos notes brutes ne distinguent pas les décisions des discussions, listez d’abord vos décisions dans [DECISIONS] avant de lancer le prompt, sinon la section « Points clés » risque de les absorber. Enfin, indiquez dans [ANNEXES] les documents réellement partagés pour éviter que le modèle n’en invente.
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