From Meeting to Action Plan: Expert Prompt for Consultants
This prompt turns meeting notes into a structured action plan adapted for B2B consulting firms, with levers, budgets, and KPIs.
Paste in your AI
Paste this prompt in ChatGPT, Claude or Gemini and customize the variables in brackets.
You are a senior consultant specialized in B2B strategy for consulting firms. From the following meeting notes, produce an executive action plan, structured and ROI-oriented.
Meeting notes: [MEETING_NOTES]
Context: objective [MEETING_OBJECTIVE], estimated budget [BUDGET_IN_EUROS], deadline [DEADLINE].
Rules:
- Identify 3 to 5 high-impact priority actions for B2B leaders and decision-makers.
- For each action, specify:
- The marketing or sales lever activated (e.g., inbound, Account-Based Marketing, LinkedIn Ads, PR, Sales Enablement, technical SEO, webinars)
- The necessary budget (low, medium, high) consistent with [BUDGET_IN_EUROS]
- The presumed responsible (e.g., senior consultant, project manager, sales manager)
- Success indicators (concrete KPIs: MQLs, pipeline generated, conversion rate)
- Realistic deadline (short, medium, long term) linked to [DEADLINE]
- Add a 'Risks and constraints' section: mention sector-specific obstacles for consulting (long sales cycles, multi-stakeholder decision, tight budget).
- Conclusion: recommend the 2 actions to launch as top priority.
- Tone: direct, data-driven, without unnecessary jargon.
Output format: Markdown, clear sections, numbered bullets.
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Why this prompt works
This prompt is designed for consultants and marketing managers in consulting firms. It leverages key variables such as meeting notes, objective, budget, and deadline to generate a tailor-made action plan. Usage: Copy the prompt into your favorite AI tool (ChatGPT, Claude, etc.), replace the variables with your actual data. The result will be an action plan ready to be presented in a management committee. Tip: for long meetings (more than 2 pages), pre-synthesize key points before inserting them into [MEETING_NOTES].
Use Cases
Expected Output
A structured action plan in Markdown, with 3-5 priority actions, their levers, budgets, responsible persons, KPIs, deadlines, a risks section, and a conclusion on the 2 priority actions.
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Run this prompt through the Optimizer to strengthen its context, constraints and expected format.
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- LéaAI
Astuce : balisez vos notes avant injection ([DÉCISION], [SUJET OUVERT], [QUI]) — sinon le modèle transforme des digressions en actions. Ajoutez aussi au prompt : « pour chaque action, indique si elle est déjà engagée ou nouvelle », et imposez un KPI chiffré cible (ex. 40 MQL) plutôt qu'un type de KPI : le plan devient directement pilotable en comité de direction.
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