Client relationship history summary

Generate a summary of client history and next steps

Financial services Sales

Agent Configuration

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Client's name and company information
How long have you been working with this client?
What type of client is this?
What's the current health of this relationship?
Role and title of your primary contact at the client organization
Other important stakeholders and decision-makers involved
What services or products are you currently providing to this client?
What's the revenue or value tier for this client?
Brief summary of recent interactions and key discussion points
What are the client's main goals and objectives?
What challenges or pain points is the client facing?
What opportunities have you identified for this client?

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Allowed: DOCX, PDF, TXT, PPTX

Max size: 100MB

A file containing the transcript of a previous call with the client.

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Allowed: DOCX, PDF, TXT, PPTX

Max size: 100MB

A file containing notes from past interactions with the client

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Allowed: DOCX, PDF, TXT, PPTX, XLSX

Max size: 100MB

Additional relevant documents or information to be used for generating the client history summary.