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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 |...