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    Claude CodeClaude CodeCursorCursorCodex CLICodex CLIGitHub CopilotGitHub CopilotGemini CLIGemini CLI+20 more

    sales call insights

    1

    Extract structured intelligence, objection handling, and follow-up actions from sales transcripts.

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    sales call insights

    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

    DimensionScoreRationale
    Discovery Quality3/10Rep asked one open-ended question but pitched immediately after the first pain point.
    Objection RegistryN/ANo direct objection, but "Maybe" indicates low perceived value or high friction.
    Missed SignalsHighRep ignored "Sarah takes three days" (operational cost) and the "board meeting" (critical deadline).
    Risk SignalsCriticalExplicit mention that budget hasn't been discussed; "hectic" schedule suggests ghosting risk.

    2. Top 5 Findings & Recommendations

    FindingImpactRecommended Fix
    Premature PitchingRevenueStop the demo. Ask: "What happens if Sarah spends another three days on this before the board meeting?"
    Unqualified BudgetDeal RiskExplicitly ask who owns the budget for operational efficiency tools before the next call.
    Ignored DeadlineTimelinePivot the next outreach to how the tool can automate the specific data needed for the upcoming board meeting.
    Undefined StakeholderDecisionIdentify "Sarah's" role. If she is the end-user, she needs to be a champion for this deal to close.
    Low Buyer Talk-TimeEngagementUse "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

    1. Send a follow-up email specifically referencing the "3-day reporting nightmare" to Sarah and the buyer.
    2. Schedule a 15-minute discovery deep-dive to uncover budget authority before performing a full demo.
    3. Map the internal approval flow required to get a signature before the 3-week board meeting deadline.

    sales-call-insights.pdf

    PDF · document

    Generated

    Example file from a real run - the skill writes it into your workspace.

    Connects securely to your tools. The creator never sees your data.

    What you get

    Diagnose stalled deals by identifying missed buyer signals and risks.Automate CRM note-taking with structured summaries and next-best-actions.Coach sales reps using data-backed discovery quality scores.Prepare for renewals by surfacing past competitive mentions and value moments.

    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.

    ~30 seconds
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      Ask your agent to use it

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