Library/Meeting Prep & Discovery/Post-Call Synthesis & CRM Update/Classify Discovery Evidence: Buyer-Stated, Inferred, Assumed, Missing
TestedMeeting Prep & DiscoveryQuick Win (under 10 min)

Classify Discovery Evidence: Buyer-Stated, Inferred, Assumed, Missing

Separates buyer-stated facts from your assumptions before they reach the CRM or a qualification score.

About this prompt

Turns a discovery transcript or notes into an evidence ledger that separates what the buyer actually said from what you inferred or assumed, and lists what is still missing.Discovery notes mix three things: what the buyer said, what you concluded and what you assumed going in. This prompt pulls them apart into an evidence ledger, quoting the buyer for every stated point and naming the source line for every inference. It also flags contradictions, including ones between the call and your CRM, and turns every gap into a next-call question ranked by deal impact. Fill in [ACCOUNT], [TRANSCRIPT OR NOTES] and [MEETING CONTEXT], and add [SELLER OBSERVATIONS] and [PRIOR CRM CONTEXT] if you have them. Use the Not yet a fact list as your guard when you update the CRM. Tip: run it before any qualification scoring, so the score rests on buyer words rather than your read of the call.

The prompt

Act as a discovery evidence auditor. Turn the record of my call with [ACCOUNT] into an evidence ledger that separates what the buyer said from what I concluded, before any qualification framework touc
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Variables to replace

ACCOUNT|TRANSCRIPT OR NOTES|MEETING CONTEXT|SELLER OBSERVATIONS|PRIOR CRM CONTEXT

How to run it

  1. Copy the prompt and paste it into Claude, ChatGPT, Gemini, or Copilot — it's tuned to run in any of them.
  2. Replace the variables — swap each bracketed token for your deal's specifics. The variables list above explains every field.
  3. Make it yours — run it, keep what's strong, and tighten your inputs on the next pass. The prompt improves with your context.

What good output looks like

An evidence ledger table, a contradictions list, up to six next-call questions, a not-yet-a-fact list and a short record quality note.

Make it yours

Label speakers in the transcript before you paste it. Paste your CRM notes in the optional field to surface contradictions between what you logged and what the buyer said.
StageDiscovery
SeatAE, SDR, Sales Manager
DifficultyIntermediate
Time to valueQuick Win (under 10 min)
Works withAI-Agnostic
CategoryMeeting Prep & Discovery
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