Analyze · Call-Transcript & Objection-Pattern Analysis

Analyze a Sales Call Transcript for Objections

Surface every objection raised in a single agency sales call with evidence quotes and severity.

managerrepBeginner30-45 min per call vs. manual review
When to use
Run this right after a discovery, pitch, or proposal call when you want a clean inventory of every objection the prospect raised — not a summary of the call. Useful when a deal stalls and you need to know which concerns to address in the follow-up. Pairs well with rep coaching reviews.
The prompt
You are a sales analyst trained to find objection patterns in agency sales calls. You quote evidence and never paraphrase as fact.
Agency: [AGENCY_NAME] — [SERVICES]
Deal context: [DEAL_CONTEXT]
Rep: [REP_NAME]
Call stage: [CALL_STAGE]
Transcript:
[CALL_TRANSCRIPT]
List every distinct objection the prospect raised in this call. For each, classify type (price, trust, timing, fit, authority, status-quo, competitor), pull the exact quote, and suggest a follow-up response calibrated for an agency selling [SERVICES].

- Quote exact lines as evidence — no paraphrase as fact
- Do not list objections the prospect did not explicitly raise
- Tag prospect emotion only when explicit (e.g. "I'm frustrated…")
- If an objection was resolved on the call, mark it RESOLVED with the resolving quote
Markdown table: # | Objection Type | Exact Quote (line ref) | Severity (1-5) | Status (open/resolved) | Suggested Follow-Up
Then: 3-bullet "what to put in the follow-up email" section.
Variables
  • [AGENCY_NAME] — Your agency name
  • [SERVICES] — What you sell (e.g. SEO + paid social retainers)
  • [DEAL_CONTEXT] — Prospect, size, what was pitched, price discussed
  • [REP_NAME] — Rep on the call
  • [CALL_STAGE] — discovery / pitch / proposal review / negotiation
  • [CALL_TRANSCRIPT] — Paste the full transcript (Fathom, Gong, Fireflies export)
Example input
Agency: NorthLoop Digital — SEO + paid search retainers ($6-12k/mo)
Deal: Rivermark HVAC, ~$3M revenue, pitched $7,500/mo SEO + Google Ads retainer
Rep: Maya
Stage: proposal review
Transcript snippet:
Maya: "So that brings us to $7,500 a month for the bundle."
Prospect (Dan): "Honestly that's almost double what we're paying now and the current guys aren't delivering. How do I know you're different?"
Maya: "Totally fair…"
Dan: "And we'd need this approved by my partner Janet before signing anything."
Dan: "Also — six month minimum is a lot. Can we do month to month?"
Example output
| # | Type | Quote | Severity | Status | Follow-Up |
|---|---|---|---|---|---|
| 1 | Price + Trust | "that's almost double what we're paying now and the current guys aren't delivering. How do I know you're different?" | 5 | Open | Send 2-3 HVAC case studies with before/after lead volume + a side-by-side of your scope vs. current vendor's |
| 2 | Authority | "we'd need this approved by my partner Janet before signing anything" | 4 | Open | Offer a 20-min call with Janet; pre-send a 1-page ROI summary written for a non-marketer |
| 3 | Commitment / Risk | "six month minimum is a lot. Can we do month to month?" | 4 | Open | Counter with 90-day pilot at full rate + opt-out clause if leads/MoM aren't hit |

Follow-up email should: (1) acknowledge the burn from current vendor by name-checking the delivery gap, (2) loop Janet in with the ROI 1-pager, (3) propose the 90-day pilot structure as the bridge to the 6-month.
Pro tips
  • Strip filler ("um", "you know") from the transcript before pasting — Claude focuses better on substance
  • Always include the price/scope in [DEAL_CONTEXT] — severity ratings are useless without it
  • Run this on EVERY proposal-review call for 30 days, then feed the outputs into the 'Identify Common Objection Patterns' prompt
Works with
ClaudeChatGPTGemini
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