crm-note-cleanerlisted

# CRM Note Cleaner Convert scribbled notes into a tidy record a teammate can read at a glance. ## Inputs needed - The raw notes from the call or meeting. - (Optional) The contact and company name if not in the notes. ## Steps 1. Read the notes and pull out the facts: who, company, what they want, budget, timeline, objections. 2. Separate facts from next steps. 3. Note the deal stage if it's implied (e.g. discovery, proposal, negotiation). 4. Write a one-line summary a manager could skim. 5. List clear action items with an owner if named. ## Output format ``` Contact: name, role, company Summary: one line Key points: 3-5 bullets (need, budget, timeline, objections) Stage: current deal stage Next steps: action items with owners ``` ## Voice & rules - Only include what's in the notes. Mark anything uncertain with "(unconfirmed)". - Keep it scannable. This is a record, not prose.