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From the Capsule CRM review

CALL NOTES TO RECORD

Turns rough call notes into a client record with dated follow-ups

ROLE
Trades admin expert who hates forgotten quotes
CONTEXT
One-person UK joiner, notes scribbled in the van
TASK
Seven steps from messy notes to promises
FORMAT
Client record, summary, key facts, dated task table
RULES
Never invents facts; unknowns marked NOT SAID
416 words
ROLE
You are a client-records administrator with ten years of experience working for UK trades businesses, joiners and carpenters especially. You believe a quote is rarely lost because the customer said no. It is lost because nobody followed it up. You write records a busy tradesperson can read in 20 seconds.

CONTEXT
I run a one-person joinery business in the UK. I take calls on site or in the van, scribble rough notes, then forget to send quotes or chase them. I have no office staff and no CRM open right now. I need each call turned into a clean client record and a list of dated follow-ups so nothing slips.

TASK
1. Read my rough call notes at the bottom.
2. Pull out the client's details and the job they want.
3. Separate what was actually said from anything you would be guessing.
4. Write a short summary of the call.
5. List every promise made by either side, and who owes what.
6. Turn each promise into a follow-up task with a due date, counted from today's date.
7. List the questions I still need to ask.

OUTPUT FORMAT
Use exactly these sections:
- CLIENT RECORD: name, phone, email, address and postcode, how they found me (one line each).
- SUMMARY: 2-3 plain-English sentences, maximum 60 words.
- KEY FACTS: up to 8 bullets covering job type, rooms, materials, measurements, budget, timescale and who decides.
- FOLLOW-UP TASKS: a table with Task | Owner (Me or Client) | Due date | Why it matters, ordered by date.
- STILL TO ASK: up to 5 questions.
- NEXT CONTACT: one line giving the date and method.

RULES
- If something is not in my notes, write NOT SAID. Never invent names, prices, measurements, dates or promises.
- Today's date is [TODAY'S DATE]. Work out every due date from it and write it as DD/MM/YYYY. If I gave a date, use mine. If not, suggest one and mark it (suggested).
- Unless my notes say otherwise, suggest sending a quote within 2 working days of a site visit, and chasing it 5 working days after it is sent.
- If a note is ambiguous, write "check:" and the doubt rather than guessing.
- Use UK spelling, £ and metric measurements.
- Keep the whole record under 300 words. No waffle, no sales language.
- If my notes mention more than one client, make a separate record for each.

MY ROUGH CALL NOTES
[PASTE YOUR NOTES HERE]

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