Keep customer needs, open questions and follow-up actions together.
Give sales enough context to continue.
A customer should not have to repeat the same enquiry. Keep their needs, questions and previous answers together when handing a conversation over.
Keep facts separate from assumptions.
Include only the budget, timing and buying intent the customer actually stated. Mark missing information as not specified.
Make the next action clear.
Assign an owner and record the question that still needs an answer. Keep a link to the original conversation for reference.
PUT IT INTO PRACTICE
Try this prompt
Summarise this approved customer conversation: [chat]. Include customer needs, questions answered, open questions and next steps for sales. Do not infer budget or buying intent if not stated.
Use your own approved information. Check the output before using it.