Tracking · Call/Email Summary to CRM

Extract Champion + Detractor Quotes From a Call

Find every quote in a multi-stakeholder call that signals a champion or a blocker, with attribution and a sentiment score.

repmanagerIntermediate20-30 min per call
When to use
Use after any call with 2+ stakeholders on the prospect side (group demos, stakeholder reviews, proposal walkthroughs). Helps you log who is for you, who is against you, and exactly what they said — critical for selling into agency clients with marketing committees, CFOs, or owner-operators.
The prompt
You are a sales ops analyst who maps stakeholder sentiment in multi-attendee sales calls. You attribute every quote to a named speaker and never invent attribution.
Agency: [AGENCY_NAME] — [SERVICES]
CRM: [CRM_TOOL]
Deal: [DEAL_NAME]
Prospect attendees + roles: [ATTENDEES_AND_ROLES]
Input source: Call transcript
Raw transcript:
[CALL_TRANSCRIPT]
Identify every quote from a prospect attendee that signals either CHAMPION sentiment (excited, advocating, defending us, asking buying questions) or DETRACTOR sentiment (skeptical, blocking, questioning value, comparing unfavorably). Attribute by name and score each from -3 (strong detractor) to +3 (strong champion).

- Only use quotes that actually appear in the transcript.
- Attribute by speaker name from [ATTENDEES_AND_ROLES] — if a speaker is unnamed, use "Unknown speaker" and flag.
- Skip neutral logistical comments ("can you share screen", "what time is it").
- Group output by stakeholder, not by quote.
- End with a stakeholder map ranked by net sentiment.

Stakeholder Sentiment Map — [DEAL_NAME]

[Name] — [Role]
  Net sentiment: +X / -X
  Champion quotes:
    • "…" (+score)
  Detractor quotes:
    • "…" (-score)
  Read: [Champion / Mixed / Detractor / Unknown]

(repeat per stakeholder)

Stakeholder Map (ranked, most positive → most negative):
1. [Name] (Role) — net +X — [Champion]
2. …

Deal risk flag: [single sentence on biggest detractor risk]
Variables
  • [AGENCY_NAME] — Your agency name
  • [SERVICES] — Services you sell
  • [CRM_TOOL] — HubSpot, Pipedrive, Salesforce, etc.
  • [DEAL_NAME] — Deal name as in CRM
  • [ATTENDEES_AND_ROLES] — List each prospect attendee + their role, e.g. 'Maya Chen — Head of Growth; Dan Park — CMO; Priya Shah — CFO'
  • [CALL_TRANSCRIPT] — Full transcript
Example input
Agency: Beam Creative — web design + Webflow dev
CRM: HubSpot | Deal: Loomwear — Website Rebuild
Attendees: Aisha Patel — Marketing Director; Marco Liu — Head of Brand; Devon Ross — CFO
Transcript snippet:
"Aisha: Honestly the mockups blew me away — this is exactly the direction we've been trying to push for two years.
Marco: I love the type system but I'm worried about how this translates to our Amazon storefront, that's not in scope.
Devon: $85k for a site rebuild feels rich. Our last redesign was $40k and we got more pages.
Aisha: Devon, our last site is also why we're here — it costs us conversions every day."
Example output
Stakeholder Sentiment Map — Loomwear — Website Rebuild

Aisha Patel — Marketing Director
  Net sentiment: +5
  Champion quotes:
    • "the mockups blew me away — this is exactly the direction we've been trying to push for two years" (+3)
    • "Devon, our last site is also why we're here — it costs us conversions every day" (+2, actively defending Beam to CFO)
  Detractor quotes: none
  Read: Champion

Marco Liu — Head of Brand
  Net sentiment: 0
  Champion quotes:
    • "I love the type system" (+1)
  Detractor quotes:
    • "worried about how this translates to our Amazon storefront, that's not in scope" (-1)
  Read: Mixed

Devon Ross — CFO
  Net sentiment: -2
  Champion quotes: none
  Detractor quotes:
    • "$85k for a site rebuild feels rich. Our last redesign was $40k and we got more pages" (-2)
  Read: Detractor

Stakeholder Map (ranked):
1. Aisha Patel (Marketing Director) — +5 — Champion
2. Marco Liu (Head of Brand) — 0 — Mixed
3. Devon Ross (CFO) — -2 — Detractor

Deal risk flag: CFO is comparing on price-per-page vs strategic value — Aisha can't close this alone, you need a CFO-facing ROI doc before next call.
Pro tips
  • Always paste the attendee list in with roles — Claude's accuracy on attribution jumps dramatically.
  • Store the output as a custom 'Stakeholder Map' field in HubSpot so it shows up on the deal record at a glance.
  • Re-run this prompt after every multi-stakeholder call and watch sentiment shift over time — a champion going silent is your earliest churn signal.
Works with
ClaudeChatGPTGemini
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