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Productivity & Workflow

Voice Memo → Structured Showing Notes

Walk-and-talk turned into clean CRM-ready notes.

Claude 3.5 Sonnet (best for messy text) or ChatGPT 4 ~25 min per showing

When to use it

Use after walking out of a showing, dictation, or vendor visit. Paste your raw voice memo transcript and get back structured notes you can drop into your CRM.

The prompt

Convert my raw voice memo transcript from a property showing into clean, structured notes.

Raw transcript (likely messy, has filler words, jumps around):
{Voice memo transcript}

Property details:
- Address: {Property address}
- Date of showing: {Date of showing}
- Buyer/seller name (whose perspective): {Client name}

Deliverables:
1. A 1-paragraph summary (max 60 words) for the top of my CRM note
2. A 'positives' bullet list (what we / they liked)
3. A 'concerns' bullet list (objections, hesitations, red flags)
4. A 'follow-up actions' list with each item labeled OWNER (me / client / lender / inspector) and a suggested deadline
5. The 3 most important verbatim quotes from the transcript — preserved exactly, in quotes, with no paraphrasing

Rules:
- Strip filler words ('um', 'like', 'you know') from anything that's NOT a verbatim quote
- Do not invent details. If the transcript is unclear, mark with [UNCLEAR]
- Do not summarize the verbatim quotes — preserve them word for word

Fill in your details

Type your details below — the prompt above updates as you type. Then copy it.

Pro tips

  • Use Apple Notes / WhisperFlow / iOS dictation in your car right after the showing — best raw material.
  • The verbatim quotes are gold — paste them into your offer narrative when negotiating.
  • Set a phone shortcut so you can run this prompt with one tap.

All prompts are free to copy and modify. Tested across ChatGPT, Claude, and Gemini. Customize the variables to fit your market, brand voice, and client.