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sales call insights
Extract structured intelligence, objection handling, and follow-up actions from sales transcripts.
$6.99
sales call insights
Example session with this skill installed
Analyze this transcript fragment
Rep: So, how does the team handle reporting now?
Buyer: We use Excel. It is a nightmare. It takes Sarah three days every month.
Rep: Got it. Our tool does that in one click. Want to see a demo of the dashboard?
Buyer: Maybe. We have a big board meeting in three weeks, so things are hectic. Plus, we haven't really talked about budget for a new tool yet.
- Read your context and instructions
- Compiled the sales call insights
- Generated the document
I have analyzed the transcript fragment using the 8-Dimension Engine. The rep moved to the solution phase too quickly, missing a significant timeline signal and budget ambiguity.
Sales Call Analysis Report
1. Scorecard
| Dimension | Score | Rationale |
|---|---|---|
| Discovery Quality | 3/10 | Rep asked one open-ended question but pitched immediately after the first pain point. |
| Objection Registry | N/A | No direct objection, but "Maybe" indicates low perceived value or high friction. |
| Missed Signals | High | Rep ignored "Sarah takes three days" (operational cost) and the "board meeting" (critical deadline). |
| Risk Signals | Critical | Explicit mention that budget hasn't been discussed; "hectic" schedule suggests ghosting risk. |
2. Top 5 Findings & Recommendations
| Finding | Impact | Recommended Fix |
|---|---|---|
| Premature Pitching | Revenue | Stop the demo. Ask: "What happens if Sarah spends another three days on this before the board meeting?" |
| Unqualified Budget | Deal Risk | Explicitly ask who owns the budget for operational efficiency tools before the next call. |
| Ignored Deadline | Timeline | Pivot the next outreach to how the tool can automate the specific data needed for the upcoming board meeting. |
| Undefined Stakeholder | Decision | Identify "Sarah's" role. If she is the end-user, she needs to be a champion for this deal to close. |
| Low Buyer Talk-Time | Engagement | Use "mirroring" to encourage the buyer to expand on why Excel is a "nightmare." |
3. CRM Summary
- Context: Buyer currently uses manual Excel processes (3 days/month labor cost).
- Key Risk: Budget not yet discussed; board meeting in 3 weeks creating schedule pressure.
- Next Action: Send "Board Meeting Prep" email focusing on reporting automation.
Next steps
- Send a follow-up email specifically referencing the "3-day reporting nightmare" to Sarah and the buyer.
- Schedule a 15-minute discovery deep-dive to uncover budget authority before performing a full demo.
- Map the internal approval flow required to get a signature before the 3-week board meeting deadline.
sales-call-insights.pdf
PDF · document
Example file from a real run - the skill writes it into your workspace.
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What you get
About this skill
The problem
Sales reps lose critical details within an hour of a call, and CRM notes rarely capture the nuances of buyer intent. Managers lack the time to listen to every recording, leading to missed coaching opportunities and stalled deals.
What it does
- Calculates a Discovery Quality Score based on talk-ratios and question depth.
- Maps the Decision Process including timeline, budget authority, and stakeholder roles.
- Identifies Missed Signals where reps failed to probe into buyer pain points or budget hints.
- Generates an Objection Registry that decodes the real concern behind buyer pushback.
- Provides a CRM-ready summary with specific, timestamped follow-up actions.
Why this beats prompting it yourself
Generic prompts often miss the subtext of sales conversations or provide vague advice. This skill uses a structured 8-dimension framework to ensure every analysis is anchored to specific transcript timestamps and revenue impact.
Use cases
- Conducting weekly pipeline reviews to diagnose why specific deals have stalled.
- Onboarding new sales hires by analyzing their early calls for coaching gaps.
- Preparing for renewal or expansion calls by reviewing past value moments and risks.
- Auditing discovery calls to ensure pain is identified before the product pitch.
Known limitations
Processes text only. You must provide a transcript or detailed notes as it cannot process raw audio files. Effectiveness scales with transcript length, calls under 5 minutes yield lower confidence insights.
How to install
Works the same in every agent - Claude, Cursor, Codex, Copilot and 20+ more.
- 1
Download the ZIP
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- 2
Unzip into your skills folder
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- 3
Ask your agent to use it
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