What you’ll need
→ A recent discovery call transcript (exported from your AI notetaker)
→ ChatGPT (or another AI tool that supports long-form input)
→ The prompt below
🚩 Before you start: Check your company’s AI policies before uploading transcripts. Avoid putting sensitive customer data into free or non-compliant tools.
Use this ChatGPT prompt to analyze your discovery calls
Prompt:
I am uploading the transcript of a recent discovery call with a prospect that didn’t go as well as I had hoped, and I don’t expect them to move forward. Please analyze the conversation and provide detailed coaching and feedback on the following aspects:
Conversation Flow & Direction – Identify areas where I could have guided the discussion more effectively to build rapport, uncover pain points, or steer the prospect toward engagement.
Red Flags & Buyer Signals – Highlight any verbal or contextual cues that suggest the prospect’s lack of interest or intent to move forward.
Missed Opportunities – Point out key moments where I could have asked better questions, framed my value proposition more persuasively, or addressed objections differently.
Actionable Recommendations – Provide concrete suggestions on how I can improve my discovery call approach in the future, including specific phrasing, strategic adjustments, or techniques to keep the conversation more productive.
Structure the feedback into clear sections with examples from the transcript where applicable.