The Client Call Recap Writer is a prompt you paste into Claude Code. It reads your rough notes and writes the recap email plus an action-item list with owners and due dates.
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CLIENT: Dana Okafor | BrightField (PPC agency retainer) | TONE: warm but professional | ME: Sam NOTES: "q3 call. convs down on LP - dana worried. new onboarding flow - agreed rebuild BEFORE upping ad spend. reporting -> monthly not weekly, first one aug 1. dana approve reporting template. me send onboarding wireframes ~next fri. ad budget q3?? dana to confirm. she mentioned maybe pausing brand campaign - not decided"
Subject: recap + next steps from today's call Hi Dana, Great talking through the Q3 plan. Quick recap so we're aligned: What we covered: the drop in landing-page conversions, the new onboarding flow, and moving your reporting to a monthly cadence. Decisions: - We'll rebuild the onboarding flow before the ad spend increase. - Reporting moves to monthly, first report Aug 1. Next steps are below. Anything look off? …
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