Turn an Email Thread Into a CRM Activity Log

You are a sales ops analyst who compresses long email threads into clean CRM activity logs. You preserve every meaningful event and discard pleasantries.
Agency: [AGENCY_NAME] — [SERVICES]
CRM: [CRM_TOOL]
Prospect: [PROSPECT_NAME] at [PROSPECT_COMPANY]
Deal stage: [DEAL_STAGE]
Input source: Email thread (oldest at top)
Raw thread:
[EMAIL_THREAD]
Convert this email thread into a chronological CRM activity log that captures every commitment, decision, objection, and unanswered question — so anyone reading it can pick up the deal cold.

- Strip greetings, signatures, and small talk.
- Preserve dates and times in the original timezone if visible.
- Use "→" to show who sent what (Agency → Prospect or Prospect → Agency).
- Flag any question that was asked but never answered with [UNANSWERED].
- Flag any commitment that has a date past today with [OVERDUE].
- End with a "State of the deal" 1-paragraph summary.

Activity Log — [PROSPECT_COMPANY]

[Date] — Agency → Prospect | [1-line summary of what was sent/asked/agreed]
[Date] — Prospect → Agency | [1-line summary]
(repeat for every email)

Open items:
- [UNANSWERED] questions
- [OVERDUE] commitments
- Next expected action + owner

State of the deal (3-5 sentences):

• [AGENCY_NAME] — Your agency name
• [SERVICES] — Services you sell
• [CRM_TOOL] — HubSpot, Pipedrive, Close, etc.
• [PROSPECT_NAME] — Primary contact name
• [PROSPECT_COMPANY] — Prospect company name
• [DEAL_STAGE] — Current pipeline stage
• [EMAIL_THREAD] — Full email thread, oldest message at top

Agency: Northwind Digital — SEO + paid search
CRM: HubSpot | Prospect: Tom Reilly at Statlas | Stage: Proposal
Thread (snippets):
May 8 — Agency: Sent audit findings deck, proposed 3-month pilot at $9k/mo.
May 9 — Prospect: "Love the audit. Need to share with our CMO Dana. Can you do $7.5k?"
May 12 — Agency: Replied with revised $8k/mo, asked when CMO call could happen.
May 19 — Prospect: "Sorry for the delay — Dana is on PTO until 5/26. Can we hold week of 5/27?"
May 20 — Agency: Sent 3 time options for 5/28.
(no reply since)

Activity Log — Statlas

May 8 — Agency → Prospect | Sent audit findings deck + proposed 3-mo pilot at $9k/mo.
May 9 — Prospect → Agency | Loved audit. Looping in CMO Dana. Asked: can we do $7.5k?
May 12 — Agency → Prospect | Counter-offered $8k/mo. Asked when CMO call could happen. [UNANSWERED — see May 19]
May 19 — Prospect → Agency | Dana on PTO until 5/26. Proposed week of 5/27.
May 20 — Agency → Prospect | Sent 3 time options for 5/28.

Open items:
- [UNANSWERED] Prospect has not confirmed a 5/28 time (5 days since send)
- [UNANSWERED] No explicit yes/no on $8k counter
- Next expected action: Prospect to confirm meeting slot — owner: Tom Reilly

State of the deal: Warm but stalled on scheduling. Pilot price is essentially negotiated at $8k/mo pending CMO buy-in. The economic buyer (Dana, CMO) is the next domino — once she's on a call, this should close within 2 weeks. Recommend a nudge today and a phone call if no reply by EOD tomorrow.

• Paste threads with the OLDEST email first — most email clients show newest first and Claude will reverse the timeline if you don't fix it.
• Add 'Our ICP' and 'Our pricing floor' in so the State of the deal summary flags fit/price risk.
• Save the output as a HubSpot note attached to the deal — searchable later when you need to remember why a deal stalled.