Discovery Analysis

Goal

Extract and organize the key customer insights from a discovery call into a structured brief that drives next steps and deal qualification.

Trigger

After completing a discovery call and obtaining a transcript or detailed notes.

Steps

1. 1

   Analyze the discovery call transcript or notes provided below: $transcript

   • □Transcript or notes are pasted in full
   • □Content covers at least one full discovery conversation

   Analyze the discovery call transcript or notes provided below:
   
   $transcript

2. 2

   Extract the customer's stated and implied business goals. Identify both short-term targets (e.g., hit a quota, launch by a date) and longer-term strategic outcomes they mentioned.

   • □At least one concrete business goal identified
   • □Distinguish short-term vs. long-term goals where possible
3. 3

   Identify the customer's key pains and frustrations. Note what is currently broken, slow, or costing them — include any quantified impact (time lost, revenue at risk, headcount wasted) they mentioned.

   • □At least one specific pain point captured
   • □Quantified impact noted where stated
4. 4

   Define the customer's success criteria. What does 'winning' look like to them? Capture any metrics, milestones, or conditions they described as proof that the problem is solved.

   • □Success criteria are specific and measurable where possible
   • □Any stated timeline or deadline is included
5. 5

   List all open questions that were unanswered, avoided, or not asked during the call. Flag each as High, Medium, or Low priority based on its impact on qualification or deal progression.

   • □Every open question has a priority label
   • □Questions cover budget, authority, timeline, and competition where gaps exist
6. 6

   Produce a recommended next-step action plan: suggest the top 2–3 follow-up actions, who should own each, and what the ideal next touchpoint looks like (e.g., technical deep-dive, exec meeting, pilot scoping).

   • □Each action has a clear owner role
   • □Next touchpoint type is specified

Output format

Return a structured discovery brief with five clearly labeled sections: 1) Customer Goals, 2) Pains & Impact, 3) Success Criteria, 4) Open Questions (with priority labels), and 5) Recommended Next Steps. Use bullet points within each section. Keep language concise and sales-actionable.