How Reps Can Prompt Discovery Call Transcript With 10 Example Prompts

In the past, sales representatives had to spend a lot of time and effort going through notes and trying to remember details from their previous calls. This process was not only time-consuming but also prone to errors and influenced by human memory and biases.

Luckily, times have changed.

Different tools are now able to transcribe entire sales calls, turning them into data that can be analyzed.

Despite the efficiency of these tools, sales reps are still faced with a daunting question: "What exactly should I look for in these transcripts?" This is the point where the art and science of sales come together, transforming raw data into valuable insights.

Wudpecker is such a tool that allows you to review everything you might have missed during the call. Wudpecker not only records and transcribes your meetings but also allows you to create and use prompts to dig deeper into your demo call transcripts.

What is a prompt?

A prompt is a specific question or statement designed to trigger a response or extract specific information from your transcript.

Creating your own prompts can significantly enhance the insights you gain from your meetings. You can focus on the areas that matter most to you by asking specific questions about the transcript.

In this blog, you'll learn how to craft prompts that can extract meaningful information from discovery call transcripts and how to use Wudpecker's capabilities to turn raw data into actionable insights.

(1) "What primary pr\

This prompt guides the sales rep to identify the prospect's main issue that they are looking for a solution for. Understanding this is critical to aligning your product as the answer to their problem.

Examples of insights:

The prospect is seeking to improve project management across distributed teams. Our software's robust collaboration features could help them coordinate effectively.
The prospect aims to streamline their data analysis process, indicating that our product's advanced analytics capabilities may be particularly appealing.
The prospect is struggling with client communication and our CRM software's automated follow-up feature could simplify this for them.

(2) "What were the prospect's key objections during the discovery call?"

Analyzing objections helps you address their concerns effectively in future interactions, and ensure your proposal specifically addresses these points.

Examples of insights:

The prospect expressed concern about the time required for implementing our software, indicating we should emphasize our customer support and streamlined onboarding process.
The prospect worried about compatibility with their current systems. We need to highlight our software's integration capabilities.
The prospect seemed unsure about the return on investment, implying we should provide more data and case studies on cost savings and productivity improvements.

(3) "Which features of our product/service generated the most enthusiasm?"

This question helps in understanding which product attributes or services are most valuable to the prospect.

Examples of insights:

The prospect was excited about the AI capabilities of our software, suggesting we should focus on these features in our proposal.
The prospect seemed particularly interested in our product's scalability, indicating they are planning for future growth.
The prospect valued our customizable modules, pointing towards a need for a tailored solution.

(4) "What indicators were there about the prospect's readiness to buy?"

This prompt encourages evaluation of buying signals, helping in gauging the timeline of the sales process.

Examples of insights:

The prospect asked about specific pricing and implementation timelines, showing a clear interest in moving forward.
The prospect requested references from other clients in their industry, indicating they are in the consideration phase.
The prospect suggested setting up another call with more team members, hinting at a progressing interest.

(5) "What can we learn from the questions the prospect asked?"

The questions prospects ask often reveal a lot about their priorities, concerns, and level of understanding about your product.

Examples of insights:

The prospect asked a lot about data security, signaling that this is a crucial consideration for them.
The prospect asked detailed questions about user experience, implying that ease of use is a priority.
The prospect questioned about the difference between us and our competitors, suggesting we need to clearly articulate our unique selling proposition.

(6) "How would you describe the prospect's decision-making process?"

This prompt helps to understand the process and criteria the prospect uses to make decisions. This is crucial for structuring your sales pitch and managing timelines.

Examples of insights:

The prospect described a detailed process involving multiple stakeholders, indicating we might need a longer sales cycle.
The prospect seemed to base decisions heavily on data, suggesting we should provide quantitative evidence of our product's effectiveness.
The prospect tends to make quick decisions if they see value, which implies we should concisely communicate our product's benefits.

(7) "What competitor products or services did the prospect mention?"

Reflecting on this can provide insights into the prospect's past experiences, their needs, and how you can differentiate your offering.

Examples of insights:

The prospect is currently using a competitor's software but finds it difficult to use, indicating user-friendliness could be a major selling point for our product.
The prospect mentioned a competitor's pricing model, suggesting they may be cost-sensitive and we need to demonstrate our product's value.
The prospect is dissatisfied with a competitor's customer service, so highlighting our superior customer support could be effective.

(8) "What cultural insights did you gather about the prospect's organization?"

This encourages reflection on the organizational culture of the prospect's company, helping to align your approach with their values and work environment.

Examples of insights:

The prospect's company values transparency, suggesting we should be open about our pricing, features, and support.
The company appears to have a top-down decision-making culture, indicating that we need to convince not just the contact but also upper management.
The prospect's company has a fast-paced, innovative culture, suggesting they might appreciate our software's cutting-edge features.

(9) "What surprising insights did you gain from the call?"

Surprising insights can lead to new angles or approaches in the sales process and highlight areas for further research.

Examples of insights:

The prospect sees a potential application for our software in a department we hadn't considered before, suggesting a possible new market segment.
The prospect isn't as cost-sensitive as we assumed, allowing us to focus on the unique features and benefits of our product.
The prospect mentioned a functionality requirement that we didn't anticipate, hinting at potential product development or customization.

(10) "How did the emotional tone of the conversation change throughout the call?"

This question helps recognize emotional cues and their triggers, aiding in building a rapport and understanding their concerns better.

Examples of insights:

The prospect sounded frustrated when discussing their current project management issues, underlining the urgency of finding a solution.
The prospect sounded excited when discussing our automation features, highlighting this as a key selling point.
The prospect seemed relieved when we discussed our dedicated support during the onboarding process, emphasizing that they value guidance and support.

Awesome prompts! But… Where can I even use it?

1. ChatGPT

You can paste the transcript of your meeting into ChatGPT, and then attach the prompts to produce results.

Upside:

You can try for free and it works for shorter transcript of 15-minute calls.

Downside:

The free version doesn’t have high reasoning capability. So it’s likely you will get answers that make your eyes roll.
Token limit. If the transcript is from a 30+ minute call, it’s likely that you will get an error that your prompt was too long.
Might not produce results during peak hours.

2. Wudpecker

Wudpecker.io is an AI meeting tool that records, transcribes, and summarizes your meetings. It's designed to help you enter prompts and extract valuable insights.

Upside:

Quality Summaries and Transcripts: Wudpecker offers high-quality summaries and transcripts, making it easy to review meetings and quickly identify key insights. All calls are stored in one place, providing a centralized location for your meeting records.
Context Awareness: With Wudpecker, you can use prompts without needing to provide context to the AI, as Wudpecker already knows all the details of your meetings. This context-awareness enhances the accuracy and usefulness of the generated summaries.
Clickable Quotes: Wudpecker provides the option to skim through the transcript and click on any specific quote to listen to the exact discussion. No need to listen to the whole call just to find one small detail. It gives the flexibility to go back to the meeting discussion at any time for better insight.
Call Recording: Wudpecker records calls for later reference and sharing with remote team members. This ensures that all critical information is captured and accessible at any time for the team members to listen to.
Gemini 1.5 Integration: Utilizing Gemini 1.5, Wudpecker boasts a massive 1 million token context window. This enables it to process vast amounts of information in a single session, leading to more comprehensive and insightful summaries.
Availability: Wudpecker works any time of day, ensuring that you have access to its useful features whenever you need them. Additionally, Wudpecker is free to try, allowing you to experience its capabilities without any initial commitment.
Prompt History: Wudpecker saves your prompt history, allowing you to reuse and refine previous prompts. This feature ensures consistency in the type of information you extract from your meetings.
Prompt Functionality: You can create specific prompts (e.g., "What were the key takeaways regarding the new product launch?") or general instructions (e.g., "Focus on action items and deadlines."). Wudpecker's AI will prioritize information related to your prompt when generating the summary and extracting insights.
Add to Collection: Wudpecker allows you to organize your meeting summaries into different categories or projects. This makes it easier to manage and find the information you need, especially if you have a lot of meeting summaries stored in Wudpecker.

With these features, Wudpecker enhances your ability to manage and derive value from your meetings, making it an essential tool for effective communication and project management.

How to use prompts with Wudpecker

Step 1: Log in / Sign up to Wudpecker’s browser app.

Step 2: Conduct your meeting with Wudpecker’s notetaker admitted in it. You can also download the new desktop app and record the call without needing a bot present at the meeting. You can record either virtually or in person. Find more information here.

Step 3: Highlight and copy the prompt you want to use (Ctrl/Cmd + C or right click on your mouse and press Copy).

Step 4: On Wudpecker, open the notes of the meeting that you want to extract this information from.

Step 5: Paste (Ctrl/Cmd + V) the prompt that you copied under the “Ask Wudpecker” section and press Enter. You should be able to see the AI answer being generated in real time.

Conclusion

We’ve come a long way from scribbled notes, unreliable memory, and a mountain of recordings that no one have time to watch.

These ten prompts and using them on Wudpecker can help sales reps extract critical insights from discovery call transcripts. Leveraging these prompts can transform the way you interpret your conversations and set the stage for successful client engagement.