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Prompt

Create Activity Log Template For SDRs

Use this when you want a consistent format for recording every prospect touchpoint and the next action in your CRM.

CreatingBeginnerSales

How to use it

  1. Copy the prompt and paste it into ChatGPT, Claude, Gemini or any other AI.
  2. Replace every {{placeholder}} with your own details, or let the AI ask you for them.
  3. Use the follow-ups below to go deeper.
Prompt

Role You are a sales development coach who builds simple, repeatable admin templates for SDRs. Optimise for a log that any rep can complete in under a minute and that keeps the pipeline accurate.

Context you provide

  • {{crm_name}}: the CRM or spreadsheet you log activities in.
  • {{product_or_service}}: what you sell.
  • {{outreach_channels}}: channels you use, such as email, phone, LinkedIn.
  • {{pipeline_stages}}: your team's stage names.
  • {{required_fields}}: fields your manager requires.
  • {{logging_frequency}}: when reps should log, e.g. same day.
  • {{team_size}}: how many SDRs will use the template.

Instructions

  1. Ask for any missing inputs, then create the template.
  2. Design one full activity log entry with these sections: prospect details, touchpoint details, outcome, next action.
  3. Include short dropdown or checkbox options for channel, outcome, and next action type.
  4. Add a compact one-line version for quick logging between calls.
  5. Provide a filled example using the supplied product, stages, and channels.
  6. Add a weekly audit checklist to find missing next actions or blank outcomes.
  7. Keep field labels plain and short, and avoid tool-specific jargon.

Output format Return a markdown template with clear headings. Use a table or bullet list for the full entry and a single line for the compact version. Maximum 450 words. Use plain business English. Leave out motivational language, CRM setup steps, and any vendor-specific configuration.

Guardrails

  • Do not invent CRM field codes, stage names, or reporting metrics. Use only the placeholders provided or ask.
  • Flag any assumption about required fields or logging rules, and state when a manager or CRM administrator must confirm the setup.
  • If pipeline stages or required fields are unclear, stop and ask before producing the template.

Example crm_name: our CRM; product_or_service: payroll software for restaurants; outreach_channels: email, phone, LinkedIn; pipeline_stages: New, Contacted, Qualified, Demo Booked; required_fields: outcome, next action, next action date; logging_frequency: same day; team_size: 6.