<aside> ❓ Yellow: Things to add or change. Orange: Starting point for AI. Green: AI output. Pink: Optional template elements.

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Introduction

You can use this prompt to receive feedback on any kind of call, meeting, or interview, as long as you have the audio recorded and transcribed.

Prompt(s)

1. Gathering feedback and insights

General feedback

Attach the file with your call transcription(s), then customize the following prompt.

I work at {insert your company}, and my role is {insert job title}. I've attached transcript(s) of {insert type of meeting, e.g., sales discovery calls, 1:1s, SME interviews, team meetings} between {insert meeting participants} and myself. Please act as my personal coach and review my performance in these meetings.

After analyzing the transcript(s), please provide the following:

1. An overview of my strengths and areas where I excel during the meeting(s).
2. Specific areas where I could improve my performance, along with actionable suggestions on how to address these areas.
3. Insights on how well I {insert specific aspect of the meeting, e.g., build rapport, communicate value proposition, facilitate discussion, ask probing questions}, and how I can further enhance my skills in this area.
4. Any additional observations or recommendations that could help me improve my overall performance and effectiveness in these meetings.

Please be as detailed and specific as possible in your analysis and recommendations, providing examples from the transcript(s) to support your insights. My goal is to continuously improve my skills and deliver greater value to {insert meeting participants, e.g., clients, team members, stakeholders}.

Thank you for your thorough analysis and actionable feedback.

💡 Add more context: Say you’ve read an article about how an accomplished manager runs their 1:1 meetings, or a new sales approach someone has pioneered. Save that information to a Word doc, then attach it to your prompt and ask the AI to give tips on how you can implement the same.

Peer-to-peer feedback

Attach files with call transcriptions of both you and a peer, then customize the following prompt.


I work at {insert your company}, and my role is {insert job title}. I've attached transcript(s) of {insert type of meeting, e.g., sales discovery calls, client onboarding, project kickoffs} conducted by me, as well as similar meetings done by {insert colleague's name or team name}. Our goal is to compare our approaches and identify learnings that can help us both improve our performance in these meetings.

Please analyze the transcripts and provide the following:

1. A comparison of the strengths and areas of excellence demonstrated by each person or team during the meeting(s).
2. Specific areas where each person or team could learn from the other's approach, with actionable suggestions on how to incorporate these learnings.
3. Insights on how well each person or team {insert specific aspect of the meeting, e.g., builds rapport, communicates value proposition, handles objections, facilitates discussion}, and how we can learn from each other to enhance our skills in these areas.
4. Any additional observations or recommendations that could help both parties improve their overall performance and effectiveness in these meetings.

Please provide detailed and specific analysis, supported by examples from the transcript(s), to help us understand the differences in our approaches and identify concrete learnings we can apply to our future meetings.

If you require additional transcripts to provide a more comprehensive analysis, please let me know, and I'll be happy to provide them.

Thank you for your thorough comparison and actionable insights. Our goal is to continuously learn from each other and refine our skills to achieve better outcomes for our {insert clients, team, stakeholders}.

2. Create actionable learnings and instructions