Where do I get the call transcript?

Most call recorders and meeting tools (Zoom, Teams, Gong and others) offer one. Paste it into your own AI right after the prompt, or rough notes work too.

Does the transcript go through PromptSpoke?

No. You paste it into your own AI. PromptSpoke only builds the prompt.

Can I keep the notes private?

Yes. Choose "Private, for me before our 1:1" and you get notes for yourself, plus questions to ask the rep.

Why does the Claude version use tags like ?

Claude reads tagged sections very reliably, which keeps your rules separate from your notes. The words inside are the same as in the other versions.

Claude prompt for coaching a sales rep after a call

Turn a call transcript or your notes into specific, fair coaching notes: what worked, up to 3 changes and one thing to practice. Free, no signup needed.

Answer the starred questions
Copy the prompt
Paste it into Claude

About you (optional)

Three quick answers make the result much better.

Your company

What you sell

Your role

Which rep? *

What was the call? *

Where's the call? *

What should the coaching focus on? *

Who are the notes for? *

Format it for

Fill in the starred questions and your prompt appears here.

Paste it into Claude, then paste the call transcript or your notes right below it.

✨ AI polish

Claude asks you up to 3 quick questions, then writes a sharper prompt. Sign in for 3 free polishes a month.

How to use it in Claude

Open a new chat in Claude, paste the prompt, then paste anything the prompt asks for right below it.

The prompt is split into sections wrapped in simple tags like <task> and <rules>. Claude follows clearly separated instructions closely, so your rules don't get lost in the details.

If you've connected your email, calendar or other tools to Claude, choose "Let my AI look them up" and it can find the details itself.

Example: the finished prompt

For a sample company, Northside Supply. Yours uses your answers and your company profile.

Show the example prompt

<context>
My name: Sam Rivera
My role: Sales manager
My company: Northside Supply
What we do: Commercial shelving and racking, installed in 2–3 weeks
Who we sell to: Warehouses and distribution centers
</context>

<task>
I manage Jordan, account executive, 6 months in. Write coaching notes on their call (Discovery call with Harbor Foods), focused on the call overall: what went well and what to change.
Right after this prompt I'll paste the call transcript or my notes. Use only what's in it.
</task>

<details>
We're already working on: Asking a follow-up question before pitching. Say whether it showed up on this call.
</details>

<rules>
- Tone: direct and encouraging, like a good sales manager.
- Write like a real person in sales, not a marketer or a robot.
- No filler openers such as "I hope this email finds you well" or "I wanted to reach out".
- No buzzwords: avoid "leverage", "synergy", "circle back", "touch base", "unlock", "streamline", "game-changer".
- Short sentences. Plain words. Get to the point in the first line.
- My notes may be rough or have typos. Fix spelling and grammar, but keep my meaning.
- Use only facts I give you, in this prompt or in anything I paste or point you to. If something important is missing, put a [placeholder] in brackets instead of making it up.
- Base every point on something that happened in the call. Quote short moments, with timestamps if the transcript has them.
- Be specific and fair. No vague praise, and no labels like "weak" or "bad".
- Start with what went well, so it's clear what to keep doing.
</rules>

<output>
- What worked: 2–3 specific moments.
- Try next time: no more than 3 changes. For each, what to do differently and an example line they could say.
- One thing to practice this week.
- Write it to the rep, under 250 words, so I can send it as is.
</output>

Why this prompt works

Good coaching is specific: this moment, this question, this line to try next time. Most managers don't have time to write that after every call. Paste the transcript and this prompt gives you notes based only on what happened, ready to share or to use in your next 1:1.

Every point is tied to a moment in the call, with a short quote, so the feedback is about the call and not the person.
It limits changes to three, each with an example line the rep can try on the next call.
Private notes add questions for your 1:1, so the rep can spot the changes themselves.

Questions

Where do I get the call transcript?: Most call recorders and meeting tools (Zoom, Teams, Gong and others) offer one. Paste it into your own AI right after the prompt, or rough notes work too.
Does the transcript go through PromptSpoke?: No. You paste it into your own AI. PromptSpoke only builds the prompt.
Can I keep the notes private?: Yes. Choose "Private, for me before our 1:1" and you get notes for yourself, plus questions to ask the rep.
Why does the Claude version use tags like <task>?: Claude reads tagged sections very reliably, which keeps your rules separate from your notes. The words inside are the same as in the other versions.