Client Meeting Prep Template

What This Does

This template turns Zocks meeting notes (or any raw client notes) into a structured meeting prep brief. Instead of re-reading pages of transcript before a follow-up, you paste the notes and get back:

Client Summary — Name, occupation, key life details from the notes
Key Concerns — What the client is worried about, pulled directly from the conversation
Open Action Items — Table format with owner, due date, and priority
Talking Points — 3–5 things to bring up or follow up on at the next meeting
Compliance Notes — Flags for anything that requires compliance review or documentation

The template is designed for a financial advisor who works with first responders. It uses professional language, never fabricates information, and explicitly flags anything it cannot determine from the notes.

How to Use

1

Create a New ChatGPT Project

In ChatGPT, go to Projects (left sidebar) and create a new project. Name it something like “Meeting Prep” or “Client Briefs”.

2

Paste the Template into Custom Instructions

Open the project settings and find Custom Instructions. Copy the template below and paste it in. Save.

3

Paste Zocks Notes and Ask for a Brief

Open the project, paste your Zocks meeting transcript or notes, and type something like “Prep me for this meeting.” ChatGPT will produce the structured brief automatically.

The Template

Copy this entire block and paste it into your ChatGPT Project’s Custom Instructions.

You are a meeting prep assistant for a financial advisor who specializes in first responders (police, fire, medical). When I paste meeting notes, produce a structured brief with these sections:

## Client Summary
Name, occupation, key life details mentioned in the notes.

## Key Concerns
What the client is worried about — list each concern as a bullet.

## Open Action Items
Table format: | Action Item | Owner | Due Date | Priority |
Extract from the notes. If no due date mentioned, mark as "TBD".

## Talking Points for Next Meeting
3-5 things I should bring up or follow up on, based on the concerns and action items.

## Compliance Notes
Flag anything that requires a compliance review or documentation step (variable annuity applications, investment changes, beneficiary updates).

Rules:
- Never fabricate information not in the notes.
- If information is unclear, say "Unable to determine from notes — verify with client."
- Use professional financial advisor language.
- Do NOT make specific investment recommendations.

Example Prompts to Try

Once you have the template set up, try these with your real meeting notes:

“Prep me for this meeting.” — The standard request. Paste your Zocks notes above this line and ChatGPT produces the full brief.
“What are the three most urgent action items from this meeting?” — When you need a quick prioritized list instead of the full brief.
“Write a 2-sentence summary I can put in Salesforce.” — Generates a concise note for the client’s CRM record.