Sales Call Debrief
Records what they said rather than what you concluded, because the two diverge within a day and only one is evidence.
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Running it, start to finish
- Write the debrief the same day, separating said from inferred.
- List what was not mentioned, especially budget and timing.
- Record whether a dated next step actually exists.
What you get back
The output this produces, every time.
- Splits what was said from what you concluded, since only the first is evidence.
- Names what was not mentioned, which is frequently more informative than what was.
- Distinguishes substantive positive signals from polite enthusiasm, which is where forecast optimism starts.
Getting better results
Where this usually goes wrong, and how to avoid it.
- Debrief the same day. Within twenty-four hours your interpretation has replaced the actual words, and you will not notice it happening.
- Record their exact phrasing. It is what should appear in your proposal, and it is what makes the document read as written for them.
- Be honest about the next step. 'They'll get back to us' is the absence of a next step, and recording it as one is how pipelines inflate.
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Written for The AI University. Every prompt in this library is original work — authored, tested and revised here, not collected from elsewhere. 365 of them, free with an account.