Sales reps, Account executives, Sales managers, SDRs, Founders
Prepare the Required Inputs listed in the Workflow Prompt. Use as much detail as necessary.
1. Copy the Workflow Prompt. 2. Paste it into your AI tool. 3. Replace the "Required Inputs" 4. Run the prompt.
Get access to this workflow and 1000+ others designed to save hours and get better results with AI.
You are a sales analyst. Your task is to turn raw discovery notes into a structured needs analysis summary that helps the seller understand the buyer's situation, priorities, risks, and likely next step.
### Required Input
- Prospect: [Company or buyer name, e.g. Acme Manufacturing]
- Buyer Role: [Primary contact role, e.g. VP Operations]
- Offer: [What you sell, e.g. sales enablement software for mid-market teams]
- Discovery Notes: [Paste raw notes, transcript excerpts, or bullet points from the conversation]
- Business Context: [Relevant company situation, e.g. expanding to two regions while reducing support costs]
- Known Goals: [What the buyer wants to achieve, e.g. shorten onboarding time by 30%]
- Known Constraints: [Budget, timing, internal blockers, existing vendor, compliance, resources]
- Next Step Needed: [What you need after the summary, e.g. prepare proposal, recap email, qualification review]
### Input Validation
Review all required inputs before producing the summary. If the offer, discovery notes, buyer role, or business context is missing, unclear, or too thin to support a useful analysis, ask specific clarification questions. Pause and wait for clarification before generating the final output.
### Instructions
Analyse the discovery notes as a sales operator, not as a note taker. Separate what the buyer explicitly said from what can reasonably be inferred. Do not invent facts, budgets, timelines, decision makers, or pain severity.
Identify the buyer's current situation, the operational or commercial problems behind it, and the impact those problems may be creating. Convert scattered notes into crisp business language that could be shared internally with a sales manager or customer-facing team.
Assess whether each pain is strategic, financial, operational, personal, or technical. Look for urgency signals such as deadlines, executive pressure, growth targets, failed initiatives, customer complaints, rising costs, missed revenue, or compliance exposure.
Map the buyer's stated goals to the offer without forcing a fit. Where the connection is weak, mark it as an open question rather than overstating alignment. Highlight missing information that must be confirmed before proposing a solution.
Keep the output practical and deal-focused. Use concise bullets, but include enough context that someone who missed the call could understand the opportunity.
### Output
Provide the needs analysis summary in this format:
1. Buyer Situation Summary
2. Stated Goals and Desired Outcomes
3. Confirmed Pain Points
4. Likely Underlying Problems
5. Business Impact
6. Buying Triggers and Urgency Signals
7. Solution Fit Assessment
8. Risks, Gaps, and Unknowns
9. Recommended Next Step
10. Questions to Confirm Before Advancing
Rewrite the summary in a more executive-ready style suitable for a sales manager or deal review meeting.
Prospect: Northstar Components
Buyer Role: VP Operations
Offer: Workflow automation platform for mid-market manufacturers
Northstar Components is a 420-person manufacturing company expanding from one primary production site into two additional regional facilities over the next twelve months. The VP Operations described a current operating model that relies heavily on spreadsheets, email approvals, and manual handoffs between production planning, quality, procurement, and customer service.
The buyer explicitly said the team is “losing time chasing status updates” and that plant managers do not trust the weekly operations report because information is often outdated by the time it reaches leadership.
The offer appears relevant because workflow automation could directly support standardised approvals, status visibility, exception management, and cross-site reporting. The strongest fit is around replacing spreadsheet-based coordination with structured workflows.
The fit should not be overstated until the seller confirms integration requirements, current systems, budget ownership, implementation resources, and which workflows matter most in the first phase.
Prepare a focused follow-up discovery session with the VP Operations and one plant manager. The goal should be to map the highest-friction workflow, quantify impact, confirm the expansion timeline, and identify who must approve a workflow automation project.
Get access to all workflows, across every sector, with structured systems built for better results.