twenty-lead-intro-call-summary

name

twenty-lead-intro-call-summary

description

Turn a sales/discovery-call transcript into a faithful, structured qualification brief for Twenty's partner/CRM pipeline. Use this whenever the user has a call recording or transcript — including a meetily recordings folder or a transcripts.json — and wants to summarize, recap, qualify, or extract a brief from a prospect/discovery call. Trigger even when they don't say "brief": phrases like "summarize this call", "what did we learn from the X call", "qualify this lead from the call", "turn this transcript into something I can hand a partner", or pointing at a transcript file all count. Produces a tight deal one-pager (company, needs, implementation complexity, does-it-need-a-partner, partner-facing brief) plus an appendix (product/GTM feedback, terminology, quotes). It is a faithful extraction, not a lossy summary.

twenty-lead-intro-call-summary

Turn a discovery/sales-call transcript into a qualification brief that (a) loses no decision-relevant detail and (b) can be used to qualify the deal and hand it to an implementation partner. Designed for Twenty's partner/CRM pipeline, tuned for messy, label-less ASR transcripts (e.g. meetily exports).

The output is two parts: a tight Part A deal one-pager (everything the deal/partner work needs) and a Part B appendix (not deal-specific: product feedback, terminology, quotes). The structure is what prevents loss — a "summary that loses nothing" is a contradiction, so this is a structured extraction against a fixed schema where every dimension has a slot and gaps are marked rather than silently dropped.

Step 1 — Get the transcript

The transcript is provided by the user — usually pasted text, or a path they point you at (a .txt/.vtt/.srt, or a meetily recording folder / transcripts.json). If they give a path, read it: a meetily transcripts.json is { "segments": [ { "text": ... } ] } — concatenate the text values in order; for .vtt/.srt, drop the cue numbers and timecodes.

If no transcript is provided, ask for it before doing anything else. Don't fabricate or proceed without one.

For very long transcripts, read the whole thing before writing — coverage is the point.

Step 2 — Produce the brief

Follow these rules and fill this exact schema. Why each rule matters is noted, because faithful extraction depends on judgment, not rote form-filling.

Rules

• Extract ONLY what is in the transcript. Never invent or assume. If a field isn't covered, write "Not discussed." (Visible gaps beat confident fabrication — a missing field is a signal to ask on the next call.)
• Separate stated FACTS from your INFERENCES; mark any inference "(inferred)". (Downstream matching trusts the facts; don't contaminate them with guesses.)
• Preserve specifics verbatim: numbers, dates, names + roles, tool/CRM names, prices, budgets, exact requirements. Don't round or paraphrase numbers. (Specifics are where nuance and matching signal live; paraphrase kills them.)
• Use the customer's own words for needs and objections; quote pivotal lines.
• Don't smooth over contradictions or vagueness — note them. (A flagged contradiction is more useful than a falsely tidy summary.)
• If the transcript has NO speaker labels, infer from context who is the vendor (Twenty) and who is the prospect, and attribute accordingly. Names get garbled by speech-to-text — flag any uncertain name with "(uncertain)" and never invent a name.
• Keep PART A tight — it's the one-pager the deal/partner work runs on. Push everything not specific to this deal (product/website feedback, terminology, supporting quotes) to PART B. State each fact once; never repeat it across sections.

Output (use these exact headers)

== PART A — DEAL ONE-PAGER ==

1. ONE-LINE SUMMARY
2. COMPANY — name, what they do, size/employees, HQ + countries of operation, industry
3. PEOPLE ON THE CALL — name, role/title, side (Twenty vs prospect); infer roles if
   unlabeled and flag uncertain names
4. CURRENT SITUATION — what CRM/tools they use today; specific pains
5. WHY THEY'RE INTERESTED IN TWENTY
6. WHAT THEY WANT — bulleted needs/requirements, verbatim where possible
7. IMPLEMENTATION COMPLEXITY (for partner matching)
   - Deployment: cloud / self-host / both / unclear  (+ the evidence)
   - Data model: custom objects, multi-tenant, row-level security, migrations
   - Integrations / custom apps needed
   - Workflows / automation needs
   - Scale: number of seats/users
   - Region + language the partner would need to cover
8. COMMERCIALS — budget or prices discussed, plan tier (Pro/Org/Enterprise), seat count,
   deal value, who pays
9. TIMELINE & DECISION — key dates, decision-makers, urgency, decision process
10. OBJECTIONS / RISKS / FEARS — including anything that could kill the deal
11. ALTERNATIVES — competitors or other options they're weighing
12. DOES THIS DEAL NEED A PARTNER? — yes / no / maybe + why; and if yes, what kind
    (scope, region, language, seniority/tier)
13. NEXT STEPS / OPEN QUESTIONS / FOLLOW-UPS
14. PARTNER-FACING BRIEF — a 2-4 sentence narrative a partner can skim to decide yes/no,
    drawn only from PART A

== PART B — APPENDIX (not deal-specific) ==

15. PRODUCT / WEBSITE / GTM FEEDBACK — any feedback on the product, pricing page, website
    wording, onboarding, or trial; capture even if off-topic for qualification
16. TERMINOLOGY / DOMAIN-LANGUAGE NOTES — words used on the call that mean different things
    to each side or carry domain-specific meaning (e.g. "partner", "donor", jargon)
17. KEY VERBATIM QUOTES — 3-8 direct quotes that capture intent, needs, or objections

Step 3 — Output and save

Print the brief in the conversation. Then offer to save it as Markdown — default to a sibling of the source (e.g. next to the recording) or, for Twenty work, the partners-experience/research/ folder, named YYYY-MM-DD-<company>-call-summary.md. Don't write the file unless the user wants it saved.

How the fields map to the Partner model (for matching)

Section 7 + 12 are the matching axes: Deployment → deploymentExpertise, the scope needs → partnerScope, Region + language → partner region/languages, scale → capacity, the "needs a partner?" tier → partnerTier. Keeping these explicit is what lets the brief drop straight into the opportunity→partner handover flow.

Notes

• This is tuned for Twenty discovery calls, but the schema generalizes — swap the vendor framing in section 5/12 if reused elsewhere.
• The worked reference example lives at partners-experience/research/2026-05-21-tsf-call-summary-final.md (and the prompt alone at partners-experience/research/call-summary-prompt.md).