// Post-call debrief. Captures notes, maps to qualification framework, drafts follow-up email. Trigger with "just got off a call with [company]", "debrief [company]", "call notes for [company]", "I just spoke with [name]", "post call [company]", or "update qualification for [company]".
| name | call-debrief |
| description | Post-call debrief. Captures notes, maps to qualification framework, drafts follow-up email. Trigger with "just got off a call with [company]", "debrief [company]", "call notes for [company]", "I just spoke with [name]", "post call [company]", or "update qualification for [company]". |
| version | 1.0.0 |
⚠️ TIMING RULE: Do this immediately after the call. The best debrief is in the first 15 minutes. Memory degrades fast. Don't wait.
Ask if not provided:
If no notes → run the verbal download guide in Step 2.
Before capturing notes, read what we knew BEFORE the call:
accounts/{account}/account-brief.md → current qualification statusaccounts/{account}/meetings/{last-brief}.md → what were we trying to learn?accounts/{account}/discovery/ → any prior call notesWhy this matters: The debrief highlights what CHANGED, not just what was said.
If seller is giving notes verbally, guide them through these in order:
Quick Context
Pain Discovery (most important)
Qualification Elements
Momentum
Use the framework from seller profile.
Default: MEDDPICC
| Letter | Question | Status | Evidence from Call |
|---|---|---|---|
| M — Metrics | What numbers change? | ✅/⬜/🚫 | Direct quote preferred |
| E — Economic Buyer | Who approves budget? | ✅/⬜/🚫 | Name if known |
| D — Decision Criteria | How will they evaluate? | ✅/⬜/🚫 | Criteria mentioned |
| D — Decision Process | Steps to get to yes? | ✅/⬜/🚫 | Process described |
| P — Paper Process | Procurement/Legal/Security? | ✅/⬜/🚫 | Steps mentioned |
| I — Identified Pain | What specific pain? | ✅/⬜/🚫 | Quote from call |
| C — Champion | Who advocates internally? | ✅/⬜/🚫 | Name + evidence |
| C — Competition | What else evaluating? | ✅/⬜/🚫 | Competitor(s) named |
| Why | Status | Evidence |
|---|---|---|
| Why Anything (cost of status quo) | ✅/⬜ | |
| Why Product (capability match) | ✅/⬜ | |
| Why Now (urgency driver) | ✅/⬜ |
Analysis:
Output for copy-paste into ~~CRM (or sync via CRM if connected):
CRM Call Log — {Date}
Call type: {type} | Duration: {X min} | Attendees: {names + titles}
Summary:
[2-3 sentences: what happened, key finding, next step]
Qualification Updates:
- Pain (I): [confirmed/updated to: ...]
- Economic Buyer (E): [identified as: ...]
- Champion (C): [identified as / not yet identified]
- Next Step: [what was agreed]
Stage Recommendation: {Research / Outreach / Engaged / Discovery / Qualified}
File path:
accounts/{account}/discovery/{YYYY-MM-DD}-{type}-notes.mdaccounts/{account}/meetings/{YYYY-MM-DD}-meeting-summary.md# Call Notes — {Company} — {Date}
**Type:** {Cold Call / Intro / Discovery / Follow-up}
**Duration:** {X min}
**Participants:** {Their names + titles} | {Seller / AE if present}
**Energy:** {Engaged / Polite / Skeptical / Rushed}
---
## What Happened (1-paragraph summary)
## Key Quotes
1. "[Direct quote showing pain or buying signal]"
2. "[Direct quote showing objection or concern]"
## Qualification Status (Updated)
[Full table from Step 3]
## 3 Whys Status
[Table from Step 4]
## Gaps to Fill (Next Meeting)
1. [Missing element] → Questions to ask: [...]
## Next Step Agreed
[Exactly what was agreed — the literal commitment]
## Objections Logged
| Type | Verbatim Quote | Stage | Response Used | Outcome |
|------|---------------|-------|--------------|---------|
| [Timing/Budget/Authority/Trust/Fit/Competition] | "[quote]" | [stage] | [response] | [result] |
Note: The ## Objections Logged section is required — it feeds the objection-mining skill.
Write while context is hot. Send within 2 hours.
Subject: "Following up: [specific topic]" or "Next steps from our conversation"
Body:
[Name],
Thanks for the time today.
To recap what we covered:
- [Key finding 1 — reference their exact words if they shared a pain]
- [What we agreed to explore]
Based on [specific thing they said], the most relevant thing for your team is [specific capability or case study].
[Proof point — from live search, not memory]:
"[Customer] solved [similar pain] and achieved [metric]." — [source URL]
Next step: [Exactly what was agreed].
[Seller name]
Rules:
## Objections Logged section present in call notes filePost-call debrief. Captures notes, maps to qualification framework, flags gaps, drafts follow-up email. Use when: just got off a call, have call notes to process, need to capture discovery output, want to update qualification status, need a follow-up email, or want to update CRM notes. Triggers: debrief, call notes, just got off, post call, call recap, capture notes, what happened, update MEDDPICC, follow up email after call, notes from meeting, call summary, discovery notes, I just spoke with.
Diagnoses stuck deals and builds a 3-move recovery strategy using MEDDPICC scoring and targeted frameworks. Use when: deal is stalled, competitive threat identified, single-threaded, or process has stopped. Triggers: deal strategy, deal review, stuck deal, advance this deal, competitive play, challenger approach, deal health, how do I win this, competitive strategy, how to advance, deal blocked, reframe strategy.
Builds a complete meeting brief before any discovery, intro, or follow-up call. Never walk in blind. Use when: preparing for a discovery call, intro meeting, follow-up, or AE-led meeting. Includes: exec summary, agenda, qualification gap analysis, key questions, objections, proof points. Triggers: prep, meeting prep, discovery prep, prepare for, call prep, before meeting, discovery call, intro meeting, meeting brief, what should I know, going into a call, prep me.
Reviews full pipeline, assigns forecast categories by MEDDPICC score, calculates coverage and velocity. Use when: doing a pipeline review, preparing a forecast, checking territory health, or finding at-risk deals. Triggers: pipeline review, forecast review, pipeline health, deal health check, commit list, best case list, forecast, coverage analysis, what's my number, pipeline at risk, inspect pipeline, weekly forecast.
Builds a three-act proposal narrative with win themes and executive summary from discovery notes. Use when: deal is qualified (MEDDPICC 20+) and seller needs to write a formal proposal or business case. Triggers: proposal, write proposal, build proposal, proposal narrative, executive summary, business case, win themes, three-act proposal, proposal strategy, proposal draft, write the business case.
Drafts hyper-personalized outreach across all 4 channels. Always reads research file first. Never generic. Use when: writing LinkedIn connection requests, InMail, cold emails, cold call scripts, follow-up messages, or any outreach for a specific contact at an account. Triggers: write outreach, draft message, cold call, cold email, LinkedIn message, InMail, email sequence, follow up, outreach for, message to, reach out to, contact script, call script, sequence.