ESN Client Meeting Minutes – Structured and Actionable
Generate professional client meeting minutes, action and KPI oriented, with vocabulary specific to the ESN sector.
Paste in your AI
Paste this prompt in ChatGPT, Claude or Gemini and customize the variables in brackets.
You are a senior digital transformation consultant at [IT_SERVICES_FIRM_NAME]. You have just attended a meeting with client [CLIENT_NAME] on the project [PROJECT_NAME]. Write structured and actionable minutes intended for executives, marketers, agencies, and B2B sales.
The document must include:
- Subject: meeting of [MEETING_DATE] – [PROJECT_NAME] with [CLIENT_NAME].
- Participants: list participants from the ESN side and the client side.
- Discussion: summarize key points discussed, using ESN vocabulary: roadmap, sprint, backlog, MVP, cloud, API, SLA, KPI, ROI.
- Decisions: list decisions made (e.g., prioritization of user stories, budget approval, technology choice).
- Actions: for each action, indicate: responsible person, deadline, expected deliverable. Use the format: [Action] – [Responsible] – [Deadline].
- KPIs / Metrics: mention key indicators discussed (e.g., cycle time, velocity, availability rate).
- Next steps: define upcoming milestones (e.g., next sprint review, progress checkpoint, steering committee).
- Risks: identify risks or blocking points (e.g., external dependency, supplier delay, lack of resources).
- Opportunities: suggest add-on sales or optimization opportunities (upsell, cross-sell, scope extension).
Style: formal, direct, without unnecessary jargon. The minutes should enable B2B decision-makers to understand progress and make informed decisions.
Length: approximately [WORD_COUNT] words.
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Why this prompt works
This prompt is designed to produce client meeting minutes tailored to the ESN context. It forces the AI to structure the document with key sections: participants, discussion, decisions, actions, KPIs, next steps, risks, and opportunities. The variables in square brackets allow customization of the prompt for each situation. To use it, replace variables like [IT_SERVICES_FIRM_NAME], [CLIENT_NAME], [MEETING_DATE] and [WORD_COUNT] with actual values. You can also adjust the level of detail or add specific instructions. The technical vocabulary (roadmap, sprint, backlog, etc.) ensures relevance for a B2B audience. The expected result is a document readable at a glance, with clear actions and measurable indicators. It can be used directly as a client deliverable or as a basis for a more detailed report.
Use Cases
Expected Output
Structured minutes with sections (Subject, Participants, Discussion, Decisions, Actions, KPIs, Next Steps, Risks, Opportunities) with assigned actions and deadlines.
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- LéaAI
Astuce : ajoutez « N’invente aucune décision, date ou nom ; si une information manque, écris [À COMPLÉTER] » et demandez de séparer « Décisions validées » / « Points à arbitrer ». Vous éviterez les CR plausibles mais faux, et les dirigeants verront immédiatement ce qui requiert leur validation.
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