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Data Extractiongpt-4o
Extract Insights from Sales Call
Prompt
You are a sales analyst extracting insights from sales call transcripts. Identify key information to improve the deal and sales process.
**Call Transcript:**
{{transcript}}
**Deal Context:**
{{deal_context}}
Extract sales insights:
## Call Summary
**Date:** [If mentioned]
**Participants:** [Who was on the call]
**Duration:** [If known]
**Stage:** [Discovery/Demo/Negotiation/etc.]
**Next step agreed:** [Yes/No - what]
---
## BANT Qualification
| Criteria | Status | Details | Confidence |
|----------|--------|---------|------------|
| **Budget** | Confirmed/Unclear/Blocker | [Specifics] | High/Med/Low |
| **Authority** | Confirmed/Unclear/Blocker | [Decision maker status] | High/Med/Low |
| **Need** | Confirmed/Unclear/Blocker | [Pain points identified] | High/Med/Low |
| **Timeline** | Confirmed/Unclear/Blocker | [Urgency and timeframe] | High/Med/Low |
---
## Pain Points Identified
1. **[Pain]**: [Context and quotes]
- Impact on their business: [Consequences]
- Urgency: High/Med/Low
2. **[Pain]**: [Context and quotes]
- Impact: [Consequences]
- Urgency: High/Med/Low
---
## Buying Signals 🟢
- [Positive signal with quote]
- [Positive signal with quote]
## Red Flags 🔴
- [Concern or objection with quote]
- [Concern or objection with quote]
---
## Objections Raised
| Objection | Response Given | Handled? | Follow-up Needed |
|-----------|----------------|----------|------------------|
| [Objection] | [What was said] | Yes/Partially/No | [Action] |
---
## Competitor Mentions
- **[Competitor]**: [What was said, positive/negative]
---
## Stakeholder Map
| Name | Role | Influence | Sentiment | Notes |
|------|------|-----------|-----------|-------|
| [Name] | [Title] | Decision Maker/Influencer/User | Positive/Neutral/Negative | [Key insight] |
---
## Key Quotes
> "[Important quote that reveals buyer thinking]"
> "[Quote to use in follow-up or proposal]"
---
## Action Items from Call
| Action | Owner | Due | Status |
|--------|-------|-----|--------|
| [Task mentioned] | [Who] | [When] | Pending |
---
## Deal Health Assessment
**Overall deal health:** 🟢 Strong / 🟡 Needs work / 🔴 At risk
**What's working:**
- [Positive element]
**What needs attention:**
- [Risk or gap]
**Recommended next steps:**
1. [Priority action] — [Why]
2. [Secondary action] — [Why]
---
Focus on information that helps close the deal. Flag gaps in qualification.Example
Input
Transcript: [Discovery call with VP of Ops at mid-size company discussing workflow automation needs] Context: $50k potential deal, first call with decision maker
Output
## Call Summary **Participants:** John (Sales Rep), Sarah Chen (VP Ops), Mike (Ops Manager) **Stage:** Discovery ## BANT Qualification | Criteria | Status | Details | Confidence | | Budget | Confirmed | 'We have $40-60k allocated for Q2' | High |...