Prompt template
Run these steps in order.
01
Review the attached transcript carefully, focusing on statements made by prospects and other participants besides internal Nooma consultants (David, Tirrell, and Amanda). 02
Answer the following research questions based on the transcript:
- Is there dysfunction or inefficiency in the prospect's organization? How is this described?
- What symptoms indicate issues (e.g., misalignment, broken communication, lack of trust)?
- What factors create urgency for the prospect?
- What prevents the team from performing at their best?
- What actions or solutions has the prospect’s team already tried? 03
Extract accurate metadata about the prospect and the call, including:
- Full name
- Current job title and role
- Company they work for
- Call type (Intro, Discovery, Feedback, Closing)
- Call date (if mentioned)
- Relevant industry or organizational context
- Other participants and their roles (if available) 04
Summarize the transcript by outlining the topics discussed in order, indicating speaker names, and highlighting key points relevant to the research questions. 05
Provide an analysis including:
- 3–5 sentence summary of the prospect’s situation
- Notable emotional cues or subtle insights
- Call stage designation
- 3–5 notable prospect quotes with context
- Open questions or hypotheses for potential follow-up conversations 06
Structure the findings in a clear format:
- Call details table with metadata
- Detailed transcript analysis addressing dysfunction, symptoms, urgency, blockers, and previous efforts
- Summary of the situation
- Insights and emotional cues
- Tags and scores for call stage, readiness, trust gap, and urgency
- Notable quotes
- Open questions and hypotheses