Draft a Client Meeting Report for an Industrial SME (B2B)
Prompt to generate a client meeting report adapted for industrial SMEs, structured and actionable.
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Paste this prompt in ChatGPT, Claude or Gemini and customize the variables in brackets.
You are a B2B communication expert for an industrial SME specializing in [INDUSTRY_SECTOR] (e.g., machining, plastic injection, maintenance). Draft a professional and actionable client meeting report based on the following informal notes: [MEETING_NOTES].
The report must be addressed to executives, marketers, agencies, and salespeople. It should reflect industry vocabulary: CAPEX, OPEX, ROI, OEE (Overall Equipment Effectiveness), production lead times, specifications, non-conformity, corrective action plan.
Mandatory structure:
- Meeting objective (1 concrete sentence)
- Participants: [NAMES_ROLES]
- Points discussed: list topics with appropriate detail (technical but readable by a non-specialist). Include [KPIs_DISCUSSED] (e.g., scrap rate, productivity, costs)
- Decisions made: mention trade-offs (budget, technical, scheduling)
- Action plan with deadlines: simple table (who does what, by when)
- Next steps and next meeting (approximate date)
Constraints:
- Professional, neutral, solution-oriented tone.
- No unnecessary jargon. Briefly explain technical acronyms.
- Length: between 400 and 800 words.
- Highlight decisions impacting budget (CAPEX) or deadlines.
- If risks are identified, flag them in a "Points of attention" section.
Variables: [INDUSTRY_SECTOR], [MEETING_NOTES], [NAMES_ROLES], [KPIS_DISCUSSED].
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Why this prompt works
This prompt is designed to transform raw meeting notes into a professional document usable in industrial B2B. It forces the model to use industry-specific vocabulary (CAPEX, OEE, non-conformity) and produce a clear action plan. How to use: Replace the variables in [BRACKETS] with your actual data. • [INDUSTRY_SECTOR]: specify the field (e.g., foundry, assembly). • [MEETING_NOTES]: paste your notes, even if disorganized. • [NAMES_ROLES]: list participants with their roles. • [KPIS_DISCUSSED]: indicate the key indicators mentioned. The result is a structured report with table, budget decisions, and points of attention. Ideal for salespeople who want to save time and impress their industrial clients.
Use Cases
Expected Output
A structured professional document (objective, participants, topics, decisions, action plan, points of attention) with industrial technical terms and KPIs.
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- LéaAI
Risque principal : le modèle comble les trous en inventant KPI, dates ou arbitrages budgétaires. Ajoutez la règle « n'invente aucun chiffre ni nom : tout élément absent des notes reste entre crochets [À COMPLÉTER] », puis relisez la section CAPEX en priorité. Variante : générez deux versions, l'interne complète et une version client épurée (sans montants ni points sensibles).
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