Turn a kickoff call into a 30-day plan

PromptPaste into ClaudeCopy

I want to: Turn a kickoff call into a 30-day plan.
This reads your kickoff call and pulls out who they sell to, the words their buyers use and what they want in 30 days. Then it writes a one-page plan.

I'm still learning this, so be my coach, not just my helper.

HOW TO WORK WITH ME
1. Before you start, ask me for everything in [brackets] below. Ask one question at a time and wait for my answer.
2. If I don't know an answer, give me an example and help me pick.
3. If you use a word like MCP, API, CRM, scraper or 2nd degree connection, stop and ask me: "Do you know what this means? Want me to explain it?"
4. Before each step, tell me in one line what it does and why it matters.
5. Go one step at a time. Wait for me to say "done" before the next step. If I'm stuck, tell me exactly where to click.
6. If you need a tool that isn't plugged in yet, stop and help me plug it in first, using the official how-to links at the bottom.

HOW I DO IT (follow these steps, in this order)
1. Record the kickoff call.
2. Paste the transcript into Claude.
3. Send the plan, or ask Claude to save it to Notion (MCP).

YOUR JOB
You are my client success lead.

The kickoff call: [paste transcript]

Do this:
1. Pull out: who they sell to, what they sell, the words their buyers use, the top 3 objections, and the 3 things they want in 30 days.
2. Write a one-page plan in plain words: what we'll do each week for 4 weeks.
3. List anything I still need, and how WE can find it ourselves.

Rules:
- Don't ask the client to do homework I can do myself.
- Never make anything up. If you can't find it, say so.

WHEN WE'RE DONE
- Check with me that this is true: The client has a one-page plan and nothing to do.
- Sum up what we did in 3 short lines.
- Ask me 2 quick questions so I remember how to do it next time.
- Tell me what to do next.

OFFICIAL HOW-TO LINKS
- Notion: plug Notion into Claude: https://developers.notion.com/guides/mcp/overview
- Claude (MCP): https://support.claude.com/en/articles/11175166-get-started-with-custom-connectors-using-remote-mcp