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call-analysis-framework Use to score calls, capture highlights, and convert insights into actions.

Call Analysis Framework Skill

When to Use

  • Reviewing discovery/diligence calls for coaching or inspection.
  • Automating scorecards for enablement or QA teams.
  • Prepping executive summaries of key customer conversations.

Framework

  1. Section Definition intro, discovery, value, objection handling, next steps (customizable).
  2. Scoring Rubric 1-5 scale with observable behaviors for each section.
  3. Signal Tags categorize quotes (pain, metrics, stakeholders, commitments, risks).
  4. Insight Summaries auto-generate “what went well” vs “improve” lists with evidence.
  5. Action Routing push tasks to CRM, assign coaching drills, or escalate to leadership.

Templates

  • Call analysis worksheet (scores, notes, quotes, actions).
  • Highlight reel brief with timestamp, quote, takeaway.
  • Manager inspection summary ready for pipeline reviews.

Tips

  • Keep rubric consistent across teams to enable benchmarking.
  • Capture 2-3 verbatim quotes per section for credibility.
  • Pair with meddic-checklist when evaluating qualification coverage.