| name | call-review |
| description | Summarize and review a sales call from notes or a transcript, extract commitments and risks, draft the customer follow-up, and optionally coach the seller. Use after discovery, demo, negotiation, executive, or closing calls; when logging a call; when a manager or rep wants evidence-based feedback; or when the next step is unclear. |
Sales Call Review
Turn raw call material into an accurate follow-up. Add coaching only when the
user asks for a review, score, or improvement advice.
Workflow
- Identify the call type, participants, objective, and available evidence.
Use what the user supplied; ask only for a missing fact that blocks useful
work.
- Separate direct statements from inference. Do not invent commitments,
sentiment, stakeholders, or deal stage.
- Produce the summary and follow-up first.
- If review is requested, evaluate only dimensions relevant to this call and
ground every finding in a quote, timestamp, or precise note.
Summary Mode
Return:
- attendees, call type, and objective;
- customer priorities and language;
- decisions, objections, buying signals, and risks;
- commitments with owner and date;
- unanswered questions and stakeholders to engage;
- the specific next step;
- a plain-text follow-up email under 200 words.
When useful, add a short CRM-ready note, but never write to a CRM or send the
email without approval.
Review Mode
Select only relevant dimensions:
- opening and agenda;
- discovery depth and business impact;
- active listening and talk-to-listen balance;
- value relevance;
- objection handling;
- stakeholder and qualification coverage;
- strength of the next-step commitment.
Use SPIN for discovery calls, MEDDPICC for sufficiently mature enterprise
deals, and Challenger only when an insight-led sale is relevant. Do not score
paper process or competition on an early call where they were not reasonably
expected. Do not assign numeric scores from thin notes.
Return:
- the best moment;
- the largest missed opportunity;
- evidence-backed strengths and gaps;
- one to three priority coaching actions;
- better wording or a short practice drill;
- questions and agenda for the next call.
Guardrails
- State when the evidence is incomplete.
- Estimate talk ratio only from a transcript with attributable speakers.
- Frame a call score as a snapshot, not a judgment of the seller.
- Lead coaching with what worked, then focus on the smallest high-impact change.
