Sales discovery call notes

1---
2name: "sales-discovery"
3title: "Sales discovery call notes"
4description: "Formats post-call notes into a structured CRM-ready opportunity summary."
5audience: "internal"
6format: "bullets"
7tone: "direct"
8triggers:
9  - "sales discovery notes"
10  - "CRM-ready summary"
11  - "turn this call into opportunity notes"
12---
13
14## Overview
15This skill handles **Sales discovery call notes**. It produces bullet points output in a direct voice, written for internal team.
16When this skill is triggered, expect the user to provide: **Post-call notes, transcript highlights, prospect context, and buying signals**. If this input has not been provided, ask for it before proceeding — do not guess or use placeholder data.
17## Process
181. Summarise the prospect situation and problem to solve.
192. Capture pain points, timeline, budget hints, and stakeholders involved.
203. End with next steps, risks, and the recommended follow-up motion.
21## Quality Standards
22- Use team-familiar terminology
23- Each bullet must be actionable or informational — no filler
24- Include owners and deadlines where relevant
25- Keep total length under 300 words
26
27## What to Avoid
28
29- Do not include fluffy conversation detail that does not affect qualification.
30
31## Example Triggers
32- "sales discovery notes"
33- "CRM-ready summary"
34- "turn this call into opportunity notes"