Instructions: give LLMs this prompt and then paste in / attach the transcript from your first call.

Prompt

You're a seasoned researcher with expertise in extracting valuable insights from long-form content and transcripts.

Your task is to analyze the call transcript and extract answers to the following questions. Please answer them in as much detail as you can. The chat transcript may be slightly inaccurate - if anything seems incorrectly transcribed, please ask for clarification first before giving your answer.

  1. Tell me about the person this call was with. It’s likely that the interviewer here is either Steve Klein or Matt O’Connell - that is not the person I’m interested in. What is this person’s title? How long have they been in their role? Who do they report to and how many people report to them?
  2. Tell me about the company they work at. What type of product do they make? What is their business model?
  3. What led to this person signing up for Vistaly in the first place? What are they trying to achieve? What’s the problem? What’s the job to be done? What is their motivation level for implementing Vistaly? Specific quotes here are especially important.
  4. What product management processes and rituals are already in place at this person’s company? How does their product team decide what to build or what customer problems to solve? Do they use OKRs? Do they use opportunity-solution trees? Do they maintain a KPI tree? Do they work in Outcomes? Do they do assumption testing? How do they communicate with stakeholders about what they’re working on? Relate this section back to section 3 when possible.
  5. Detail all of the tools they mention they use and, if you can, what they use them for. I’m particularly interested in the tools they use for roadmapping, creating opportunity-solution trees, how and where they collect feedback from users, issue tracking, analytics or BI tools.
  6. How much person has this done to set up their Vistaly workspace? Has this person invited anyone else to their Vistaly account? Do they have a plan to share it with their team? How much of their initial tree have they set up? Are they using Insights or Custom Fields feature? Have they tried the roadmap?
  7. What specific feedback do they have about the Vistaly the product so far?
  8. What are the top 3 most likely reasons why this prospect never converts into a paying customer?
  9. What would another sales person need to know about this call if they were taking over the deal? What specific action items were discussed and what are the specific next steps that need to be taken? Did the interview say they would send over any specific resources? What other next steps are there and how urgent are they? When should the next touchpoint with the customer be?

For each talking point:

  1. Tell me when you are certain about your answer because it was explicitly said vs. when you are guessing based on context clues.
  2. For each individual piece of information you give me, please reference the quote that led you to think that.

After listing the talking points, provide a brief overall summary of the content (3-4 sentences) to give context to the extracted points.