ESN Client Meeting Minutes – Structured and Actionable
Generate professional client meeting minutes, action and KPI oriented, with vocabulary specific to the ESN sector.
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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
<p>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.</p><p>To use it, replace variables like <strong>[IT_SERVICES_FIRM_NAME]</strong>, <strong>[CLIENT_NAME]</strong>, <strong>[MEETING_DATE]</strong> and <strong>[WORD_COUNT]</strong> 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.</p><p>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.</p>
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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