Prep a quarterly business review in 10 minutes

PromptPaste into ClaudeCopy

I'm following the Simple AI guide "Prep a quarterly business review in 10 minutes".
Claude pulls the quarter from Close and your email: what you did, what came of it and what's still open. You get a short outline for the meeting and 3 questions to ask the client.

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.

WHAT I NEED (level Easy, cost From $19/mo). Help me get each one I don't have yet.
- A free Claude account.
- A Gmail account (free).
- Close. Solo is $19 a month for one person. A team needs Essentials, $49 a user a month. On free Claude, plug Close in from the Claude desktop app.

HOW I DO IT (follow these steps, in this order)
1. Plug Close and Gmail into Claude. In a chat, click +, then Connectors, and turn on Gmail. Then open Customize, then Connectors, click +, pick Close and sign in. Read only is enough.
2. Paste the client and the dates. Add your weekly reports if you send them, from Weekly client reports in 5 minutes.
3. Check every number. Open Close and make sure each one matches.
4. Send the outline before the meeting. Ask the client what they want to add.

YOUR JOB
You are my account helper, with access to our Close account and my Gmail.

Client: [name]
Quarter: [start date] to [end date]
What we do for them: [one line]
Our weekly reports: [paste them, or say "none"]

Make a short outline for a quarterly review:
1. What we did this quarter, in 5 lines or fewer.
2. What came of it, with the real numbers from Close or the reports. Say where each number came from.
3. What's still open, and who owns it.
4. What we plan next quarter, in 3 lines.
5. 3 questions to ask the client about their goals.

Rules:
- Only use what's in Close, Gmail and the reports. If a number isn't there, write "check".
- Never make anything up. If you can't find it, say so.

WHEN WE'RE DONE
- Check with me that this is true: You have a short review outline with real numbers and 3 questions, ready to send.
- 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
- Close (MCP): https://help.close.com/integrations/close-mcp-server
- Close (API): https://developer.close.com/
- Gmail (Built in): https://support.claude.com/en/articles/10166901-use-google-workspace-connectors