Prompt template
Run these steps in order.
01
Review the attached transcript to confirm readability and completeness. 02
Identify dysfunction or inefficiency at the prospect's organization based solely on prospect's statements. 03
Note symptoms such as misalignment, broken communication, and lack of trust described by the prospect. 04
Determine factors creating urgency for the prospect and their team. 05
Identify blockers preventing optimal team performance as described by the prospect. 06
Document actions or solutions the prospect and their team have already tried. 07
Provide a chronological summary of key topics discussed during the call, specifying speakers and main points. 08
Extract metadata about the prospect including full name, current job title and role, company, call type, call date if available, relevant industry or organizational context, and other participants with titles, verifying via LinkedIn when possible. 09
Focus analysis exclusively on prospect-shared information to answer research questions with direct quotes. 10
Summarize the prospect's situation, pain points, and readiness for intervention in 3–5 sentences. 11
Highlight subtle insights and emotional cues inferred from the prospect's statements. 12
Classify the call stage as Intro, Discovery, Feedback, or Closing. 13
List 3–5 notable prospect quotes illustrating trust issues, urgency, or remedial efforts with context. 14
Suggest open questions or hypotheses for future follow-up discussions. 15
Compile all findings into a final structured report including call details, transcript analysis sections, summary, insights, tags, notable quotes, and open questions or hypotheses.