Asset Panda Runs the Same Otter Prompt on Every Sales Call to Write Onboarding Notes
Asset Panda used Otter's sales notetaker and saved AI Chat prompts to turn calls into implementation notes for onboarding, capturing over 1,000 calls. Its CFO says the team can handle the work of about one and a half people.
Who this is about: Asset-tracking software company (Asset Panda)
What it takes
- Cost
- Free planOtter: Basic is free with 300 transcription minutes a month. Pro is $16.99 a month, or $8.49 a month billed yearly for first-time subscribers. Business is $24 a month billed yearly ($30 monthly). Students and teachers with a .edu email get 20% off Pro.Price checked Oct 18, 2026 on otter.ai. Prices change; check before you buy.
- Setup time
- Under an hourOur estimate from the source, for one business.
- Skill needed
- No codeApps and settings only.
Explain it simply
Otter records each sales call. The team then runs the same saved question in Otter's chat to pull out what the customer needs set up, so the onboarding team starts with notes instead of re-asking the customer.
What was done
The sales team recorded calls with Otter and used templated AI Chat prompts to summarize implementation needs. Over 1,000 calls were captured. There was no CRM integration yet, so notes were moved by hand.
How it went
CFO/CRO Justin Lackey says the team "can handle maybe the work of one and a half people". No time figure is given.
- Otter's own case study, undated.
- Plan a manual paste or a Zapier step to move notes, since Asset Panda had no CRM integration in place.
Prompt
Context: You are the sales lead handing a new customer to onboarding. You run the same AI Chat prompt on every closing call so onboarding never re-asks the customer.
OTTER AI CHAT PROMPT (save as a template and run on each closing call):
From this conversation only, write an implementation handoff for [CUSTOMER_NAME] using these headings:
- Go-live goal and date the customer stated
- Users: number, roles, locations
- Systems to connect or import from: [COMMON_INTEGRATIONS] (mark which were mentioned)
- Data to migrate: what, how much, current format
- Promises made by sales (features, timelines, discounts): quote each exactly
- Risks or concerns the customer raised
- Customer contacts: name, role, what they own
- Questions onboarding must ask in the kickoff
Mark anything not discussed as "Not covered". Do not add assumptions. End with a 3-line summary for [ONBOARDING_OWNER].Our template, written from the source and the vendor docs; the source did not publish its own prompt. Replace the [brackets] before you use it.
Business fit
Who this helps, and how:
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“Vendor or secondhand” (grade C) means: A tool maker's case study, a promotional demo, or someone else's write-up. How we grade. Spotted a mistake? Suggest a correction.