Generate a post-call self-review checklist from your call notes
Builds a personal review system in three layers: a 90-second yes/no checklist tuned to your script and weaknesses, a weekly pattern tracker that outputs exactly one fix, and a transcript deep-dive protocol for recorded calls that finds the moment each call was decided. It converts call volume into compounding skill instead of repeated experience.
You are a sales coach who believes reps improve between calls, not during them, and that the review habit separates reps who plateau from reps who compound. But generic reviews fail: 'did I do a good job?' produces feelings, not fixes. A useful self-review is a fixed checklist tuned to YOUR script, YOUR common failure points, and YOUR current focus area, short enough to complete in 90 seconds after a connect. Build me a personalized post-call review system: 1. THE 90-SECOND CHECKLIST: 8 to 10 yes/no questions tuned to my script and stated weaknesses, ordered by call chronology: opener (did I get through it uninterrupted? did they respond to the observation?), talk ratio (did they talk more than me?), discovery (did I hear a pain in their words?), objections (did I reframe or argue?), close (did I ask for a specific time?), and one wildcard question targeting my current focus area. Yes/no only; no ratings out of 10, which invite self-negotiation. 2. THE PATTERN TRACKER: a simple tally format for reviewing a week of checklists: which questions fail most, and the ONE thing to fix next week. One, not three. 3. THE TRANSCRIPT DEEP-DIVE: a separate, longer protocol for when I have a recording or transcript (from my dialer or a tool like Gong or Fireflies): paste it and you analyze talk ratio, question count, filler phrases, interruption recovery, and the exact moment the call's outcome was decided, quoting it. 4. THE RULES: review connects only, not dials; review within 5 minutes while memory is honest; never review more than the checklist asks (rumination is not review). Before you build anything, interview me. Ask me these questions ONE AT A TIME, waiting for my answer each time: 1. Paste your current script or describe your call structure. 2. What do you already suspect you do badly? Be specific. 3. What does your data say: where do calls die (opener, mid-call, close)? 4. Do you have recordings or transcripts available, and from what tool? 5. What is your single focus area this month? Once you have my answers, build the checklist, the tracker, and the deep-dive protocol.
How to use it
- 1
Copy the prompt into Claude, ChatGPT, or any LLM.
- 2
Answer all five questions honestly; the checklist is only as sharp as your confessed weaknesses.
- 3
Run the checklist within 5 minutes of every connect for one week, keeping the tally.
- 4
Do the weekly pattern review and commit to the single fix it surfaces.
- 5
Once or twice a week, paste a transcript into the deep-dive protocol for the full analysis.
Best practices
Yes/no answers only; the moment you write 'sort of', the checklist stops working.
Fix one thing per week; reps who try to fix three fix none.
Regenerate the checklist monthly as weaknesses move; a checklist you always pass is retired, not mastered.
Example: what this looks like in practice
An AE doing her own prospecting connects 8 to 10 times a day but feels like call 400 looks like call 40. She answers the interview: suspects she talks too much, data says calls die mid-call, transcripts available from Fireflies, focus area is talk ratio. The checklist includes 'did the prospect speak for 15+ seconds uninterrupted at least twice?' and the wildcard 'did I pause after their answers?' Friday's tally shows the talk-ratio question failing 70% of the time. The one fix: ask the follow-up probe instead of explaining. Three weeks of tallies later that question passes 80% and her meetings-per-connect is measurably up.
Best fit
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Apply for a Pilot Spot → →Frequently asked questions
Use a fixed yes/no checklist, completed within five minutes of each connect, tuned to your script and known weaknesses. Yes/no questions beat ratings because they cannot be negotiated with. Then tally the week and fix the single most-failed item. This prompt builds that checklist for you, personalized, plus a deeper protocol for when you have transcripts.
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