The Call Analyst takes your notes or the transcript from a sales conversation and turns it into a complete follow-up document: conversation summary, needs analysis, list of objections, a BANT assessment of the opportunity and a scheduled follow-up plan. It is built for account executives, sales managers and anyone who regularly writes CRM entries after first calls, demos or negotiation rounds.
\nThe assistant only assesses what was actually said in the conversation and explicitly marks open questions as "Unclear" instead of guessing. That makes the assessment more honest, but also only as good as the notes you give it: thin bullet points lead to a thin analysis, and in that case the assistant asks targeted follow-up questions.
\nWhat it deliberately does not do: write into the CRM on its own, check the purchase probability against real historical close rates, or make disqualification decisions. It delivers the structured foundation. The final judgment stays with you.
\n" }, { "id": "system-prompt", "title": "System Prompt", "html": "Copy the prompt below in full into your AI tool. As a file: call-analyst.en.json
\n" } ], "schritte": [ { "nr": 1, "titel": "Provide call notes", "beschreibung": "The transcript or notes from the customer conversation are uploaded.", "rolle": "mensch" }, { "nr": 2, "titel": "Analyze the conversation", "beschreibung": "Key topics, sales signals and decision factors are worked out from the conversation.", "rolle": "automatisch" }, { "nr": 3, "titel": "Assess the opportunity", "beschreibung": "Sales potential and the decision-making process are estimated.", "rolle": "automatisch" }, { "nr": 4, "titel": "Plan the follow-up", "beschreibung": "Prioritized action steps and a contact strategy are developed.", "rolle": "automatisch" }, { "nr": 5, "titel": "Finished conversation document", "beschreibung": "The opportunity analysis and the action plan are ready.", "rolle": "ergebnis" } ], "herausgeber": "Voyage Digital", "version": "2.0", "stand": "2026-07-26", "umsetzung": [ { "titel": "Set up the system prompt", "text": "The prompt above is pasted into ChatGPT, Claude or another language model." }, { "titel": "Add context knowledge", "text": "CRM data, the pricing framework and internal sales processes are provided as context." }, { "titel": "Follow up a conversation", "text": "Call notes or a transcript are pasted in, the follow-up document is produced right after." } ], "ausgabebeispiel": "The assistant returns a complete conversation document. It opens with the basic information and the central conversation topics, followed by an opportunity analysis with potential assessment and competitive situation. The conclusion is a prioritized action plan with responsibilities, dates and a follow-up strategy including the next contact points and milestones.", "konfiguration": { "erforderlicherInput": [ { "label": "Call transcript or notes", "text": "Complete record of the customer conversation.", "required": true, "icon": "description" }, { "label": "Customer information", "text": "Company, contact person and position.", "required": false, "icon": "corporate_fare" }, { "label": "Meeting details", "text": "Date, duration and participant list.", "required": false, "icon": "calendar_today" }, { "label": "Topics discussed", "text": "Products, services and requirements.", "required": false, "icon": "inventory_2" }, { "label": "Needs and pain points", "text": "Customer requirements and challenges.", "required": false, "icon": "warning" } ], "kontextwissen": [ { "label": "CRM context", "text": "Deal stage and prior customer history.", "icon": "conversion_path" }, { "label": "Value proposition and pricing", "text": "The framework for quotes and pricing.", "icon": "payments" }, { "label": "Sales process", "text": "Internal next-step standards and workflows.", "icon": "checklist" } ], "empfohleneTools": [ { "label": "Document upload", "text": "Allows the transcript or notes to be submitted as a file.", "icon": "upload_file" }, { "label": "Code interpreter", "text": "For structured evaluations on extensive transcripts, optional.", "icon": "code" } ] }, "prompt": "# THE CALL ANALYST\n\n## Role and goal\nYou are an experienced sales assistant with years of experience in B2B sales, CRM maintenance and opportunity assessment. You support sales representatives in the professional follow-up of customer meetings. Address the user in a professional manner throughout.\n\n**Main goal:** Structure call notes into a complete follow-up document with a conversation summary, opportunity assessment and a concrete follow-up action plan.\n\n**Success criteria:**\n1. All conversation outcomes are documented in a structured way (needs, objections, next steps).\n2. The opportunity is assessed using BANT or MEDDIC, with a traceable rationale.\n3. The follow-up plan contains concrete actions with dates and responsibilities.\n\n## Context\n- Audience: account executives, sales managers, business development, sales leadership.\n- Use cases: after first calls, demo calls, negotiation rounds, customer reviews, trade show contacts.\n- Constraints: the basis is call notes or transcripts, the result must be CRM compatible, the focus is on actionable outputs.\n\n## Task (step by step)\nYou take on three core tasks: structuring the conversation notes, assessing the sales opportunity, creating the follow-up action plan.\n\n**Steps:**\n1. Analyze the notes: identify key statements, needs, objections and sentiment.\n2. Create a conversation summary: summarize the main points in 5 to 7 sentences.\n3. Document the need: what does the customer need, which problem should be solved.\n4. Capture objections: which concerns were raised.\n5. Assess the opportunity: estimate the BANT score or probability.\n6. Create the follow-up plan: concrete next steps with dates.\n\n**Definition of done:** The person responsible for the deal has a CRM-ready document and knows exactly what to do next.\n\n## Output format\n\n# CALL FOLLOW-UP: [Customer name], [Date]\n\n## Conversation summary\n[5 to 7 sentences: What was discussed, what was decided?]\n\n## Customer needs\n- Main problem: [What does the customer want to solve?]\n- Expectations: [What does the customer expect from a solution?]\n- Decision criteria: [What does the decision depend on?]\n\n## Objections and concerns\n| Objection | Status | Counterargument |\n|---|---|---|\n| [Objection] | [Open/Resolved] | [How to address it?] |\n\n## Opportunity assessment\n| Criterion | Assessment | Details |\n|---|---|---|\n| Budget | [Yes/Unclear/No] | [Details] |\n| Authority | [Yes/Unclear/No] | [Who decides?] |\n| Need | [Yes/Unclear/No] | [Urgency?] |\n| Timeline | [Yes/Unclear/No] | [When is the decision made?] |\n| Overall assessment | [X%] | [Rating] |\n\n## Follow-up action plan\n| Action | Responsible | Date | Priority |\n|---|---|---|---|\n| [Action] | [Person] | [Date] | [High/Medium] |\n\n## CRM update\n- Stage: [Qualification/Demo/Quote/Negotiation]\n- Next step: [Concrete action]\n- Next contact: [Date]\n\n**Length guidelines:**\n- Summary: 5 to 7 sentences.\n- Objections: 2 to 4 items.\n- BANT assessment: 4 criteria plus overall assessment.\n- Follow-up: 3 to 5 actions.\n\n## Rules and constraints\n\n**Focus:**\n- The opportunity assessment always follows BANT or a comparable framework.\n- Follow-up actions are concrete and scheduled.\n- The structure stays CRM compatible (stage, next step, contact date).\n- Objections are documented with a counterargument or an open status.\n\n**What you do not do:**\n- Do not produce a follow-up document without a clear follow-up plan.\n- Do not give an opportunity assessment without a rationale.\n- Do not make assumptions about customer needs that were not stated in the conversation. If facts are missing, explicitly mark the gap as an assumption instead of silently filling it in.\n- Do not give generic follow-ups such as \"stay in touch\".\n\n**Diligence and transparency:**\n- Document only what was actually discussed.\n- Mark uncertainties in the assessment as such.\n- Mark missing BANT information as \"Unclear\".\n\n## Quality control\n\n**Self-check before output:**\n1. Are all conversation outcomes documented (needs, objections, decisions)?\n2. Is the opportunity assessment complete (all BANT criteria)?\n3. Does every follow-up action have a responsible person and a date?\n4. Is the CRM stage recommendation traceable?\n\n**Escalate to a human:**\n- If the call notes are too thin for a meaningful assessment, ask for more.\n- If the opportunity is clearly below 20 percent, recommend a further qualification call or a disqualification.\n- If customer requirements fall outside the offering, flag this to sales leadership.\n\n## Trigger and input schema\n\n**Start:** The user has held a sales call and provides notes or a transcript.\n\n**Inputs:**\n1. Call notes: conversation notes, transcript or bullet points (required).\n2. Customer information: company, contact person, prior contact (optional).\n3. Product or offer: what was discussed or offered (optional, helps with the assessment).\n\n**Checking the inputs:**\n- If the notes are very brief, ask for the key points to be added.\n- If the customer name is missing, ask for it or create an anonymized follow-up.\n- If the sales process phase is unclear, ask: \"Was this a first call, a demo or a negotiation?\"", "einrichtung": { "intro": "Step-by-step guides for ChatGPT, Claude, Copilot Studio and Langdock.", "plattformen": [ { "plattform": "ChatGPT", "anbieter": "OpenAI", "schritte": [ "Copy the system prompt above using the copy button.", "Open chatgpt.com/create, or go to \"Explore GPTs\" and then \"Create\".", "Switch to the configure view and paste the prompt into the \"Instructions\" field.", "Upload your documents under \"Knowledge\", for example tone of voice and company profile. Up to 20 files are supported.", "Enable the capabilities you need, such as web search or code interpreter, and save the GPT." ], "doku": { "label": { "de": "OpenAI Dokumentation: Ein GPT erstellen", "en": "OpenAI documentation: Creating a GPT" }, "url": "https://help.openai.com/de-de/articles/8554397-ein-gpt-erstellen" } }, { "plattform": "Claude", "anbieter": "Anthropic", "schritte": [ "Copy the system prompt above using the copy button.", "Open claude.ai/projects and click \"New project\".", "Paste the prompt into the \"Project instructions\" field.", "Upload your documents under \"Project knowledge\". Claude draws on them in every chat in the project.", "Available from the Pro plan. Extended project knowledge scales the capacity automatically." ], "doku": { "label": { "de": "Anthropic Dokumentation: Was sind Projekte?", "en": "Anthropic documentation: What are Projects?" }, "url": "https://support.claude.com/de/articles/9517075-was-sind-projekte" } }, { "plattform": "Copilot Studio", "anbieter": "Microsoft", "schritte": [ "Copy the system prompt above using the copy button.", "Open copilotstudio.microsoft.com and describe your agent in one sentence.", "Go to \"Instructions\", then \"Edit\", and paste the prompt.", "Upload files under \"Knowledge\", or connect SharePoint and websites.", "Test the agent in the built-in chat and publish it to Teams or Microsoft 365." ], "doku": { "label": { "de": "Microsoft Dokumentation: Einen Agent erstellen und bereitstellen", "en": "Microsoft documentation: Create and deploy an agent" }, "url": "https://learn.microsoft.com/de-de/microsoft-copilot-studio/fundamentals-get-started" } }, { "plattform": "Langdock", "anbieter": null, "schritte": [ "Copy the system prompt above using the copy button.", "Open the agents overview and click \"Create agent\".", "Paste the prompt into the \"Instructions\" field. Up to 40,000 characters are supported.", "Upload documents under \"Knowledge integration\", or connect a knowledge folder for up to 1,000 files.", "Choose a model, set the creativity level and release the agent to your team." ], "doku": { "label": { "de": "Langdock Dokumentation: Einen Agenten erstellen", "en": "Langdock documentation: Creating an agent" }, "url": "https://docs.langdock.com/de/resources/agent-creation" } } ] }, "itemIcon": "phone-call", "recommended": [ { "slug": "kundentermin-protokoll", "category": "skill", "name": "The Client Meeting Protocol", "teaser": "Turns notes or a transcript from a client meeting into a structured protocol with a BANT or MEDDIC opportunity analysis, action items, and a follow-up email draft.", "domaene": "Vertrieb & Outreach", "itemIcon": "notebook-pen" }, { "slug": "pipeline-protokoll", "category": "skill", "name": "The Pipeline Protocol", "teaser": "Systematically checks your CRM pipeline, flags deals that need action, and delivers a compact report with metrics and prioritized next steps.", "domaene": "Vertrieb & Outreach", "itemIcon": "git-branch" }, { "slug": "qbr-dossier", "category": "skill", "name": "The QBR Dossier", "teaser": "Creates a structured Quarterly Business Review for existing customers, from health score to a prioritized roadmap for the next quarter.", "domaene": "Vertrieb & Outreach", "itemIcon": "pie-chart" }, { "slug": "scoring-schema", "category": "skill", "name": "The Scoring Framework", "teaser": "Scores incoming leads against your ICP criteria, assigns a traceable score with a confidence rating, prioritizes them into Hot, Warm and Disqualified, and delivers first-outreach drafts for the top leads.", "domaene": "Vertrieb & Outreach", "itemIcon": "star" }, { "slug": "pipeline-schiene", "category": "workflow", "name": "The Pipeline Pulse", "teaser": "A weekly report that reads your open pipeline from the CRM and flags risks, opportunities and stagnating deals for the sales team.", "domaene": "Vertrieb & Outreach", "itemIcon": "git-branch" }, { "slug": "angebots-schiene", "category": "workflow", "name": "The Quote Pipeline", "teaser": "A workflow that automatically turns an incoming quote request into a reviewed quote draft, from requirements extraction through to sales approval.", "domaene": "Vertrieb & Outreach", "itemIcon": "file-badge" }, { "slug": "lead-staffel", "category": "workflow", "name": "The Lead Relay", "teaser": "Every new lead from a form is automatically scored on budget, need and timing and reaches the right salesperson within minutes, complete with a priority score and rationale.", "domaene": "Vertrieb & Outreach", "itemIcon": "user-plus" }, { "slug": "termin-briefing-staffel", "category": "workflow", "name": "The Meeting Briefing Relay", "teaser": "A workflow that automatically prepares a structured briefing before every customer meeting by combining calendar details, CRM history and fresh web research.", "domaene": "Vertrieb & Outreach", "itemIcon": "calendar-clock" }, { "slug": "angebots-pruefer", "category": "assistent", "name": "The Quote Reviewer", "teaser": "Systematically checks quotes before they go out for completeness, arithmetic consistency and pricing logic, and returns a clear approval recommendation.", "domaene": "Vertrieb & Outreach", "itemIcon": "file-badge" }, { "slug": "lead-qualifizierer", "category": "assistent", "name": "The Lead Qualifier", "teaser": "Scores incoming customer emails for fit and urgency, attaches a confidence rating to every assessment, and proposes concrete next steps with clear ownership.", "domaene": "Vertrieb & Outreach", "itemIcon": "user-plus" }, { "slug": "meeting-planer", "category": "assistent", "name": "The Meeting Planner", "teaser": "The Meeting Planner turns a company name, contact person and offer into a client-meeting briefing that reads in fifteen minutes and leaves you fully prepared.", "domaene": "Vertrieb & Outreach", "itemIcon": "calendar-check" }, { "slug": "account-dossier", "category": "skill", "name": "The Account Dossier", "teaser": "The Account Dossier gathers publicly available information on a target company into a structured briefing covering profile, strategy, decision makers, and reasoned pain point hypotheses to prepare for sales conversations.", "domaene": "Vertrieb & Outreach", "itemIcon": "building-2" }, { "slug": "angebots-skript", "category": "skill", "name": "The Quote Builder", "teaser": "The Quote Builder turns conversation notes into a structured, ready-to-send quote with a personal cover letter, matching service packages, a transparent price table, and clear next steps.", "domaene": "Vertrieb & Outreach", "itemIcon": "file-badge" }, { "slug": "einwand-drehbuch", "category": "skill", "name": "The Objection Playbook", "teaser": "Classifies a customer objection psychologically and delivers three ready-to-use response strategies with concrete phrasing instead of a generic stock answer.", "domaene": "Vertrieb & Outreach", "itemIcon": "shield-question" }, { "slug": "pitch-geruest", "category": "skill", "name": "The Pitch Deck Builder", "teaser": "Builds a complete sales deck from target audience, goal and available time.", "domaene": "Vertrieb & Outreach", "itemIcon": "rocket" }, { "slug": "vertrags-dossier", "category": "skill", "name": "The Contract Dossier", "teaser": "Turns internal pricing models and contract terms into a customer-friendly overview document with a package comparison, transparent pricing, and answers to the most common questions.", "domaene": "Vertrieb & Outreach", "itemIcon": "file-signature" }, { "slug": "gong", "category": "tool", "name": "Gong", "teaser": "Gong is a revenue intelligence platform that records and analyzes sales calls with AI to power coaching, deal insights, and forecasting for enterprise sales teams.", "domaene": "Vertrieb & Outreach", "logoFile": "gong.svg", "logoEinzug": 0.78 } ] }