Turn sales call transcripts into proposal drafts and next-step plans

Use Granola during the sales call and take light notes while the transcript is captured. Create headings for business problem, current process, quantified pain, stakeholders, buying timeline, objections, must-have requirements, nice-to-have requirements, and promised follow-ups. The goal is not a beautiful call summary. The goal is to capture enough raw context to build a proposal that feels specific to the buyer.

Paste the transcript and notes into Claude and ask it to extract only what was actually discussed. Separate confirmed facts from inferred needs. Capture business objectives, pain severity, decision criteria, risks, internal stakeholders, timeline, and open questions. This creates a context layer before any proposal writing begins.

Extract proposal inputs from this sales call transcript and notes.

Transcript and notes:
{{call_transcript_and_notes}}

Our product or service:
{{product_or_service_summary}}

Output the following sections:
1. Confirmed business problem
2. Current process or status quo
3. Quantified pain, if mentioned
4. Buyer goals and success criteria
5. Stakeholders and likely roles
6. Decision criteria
7. Objections or concerns
8. Timeline and urgency
9. Requirements explicitly stated
10. Inferred needs, clearly labeled as inference
11. Open questions that must be answered before final proposal

Rules:
- Do not invent details
- Separate facts from inference
- Preserve strong buyer language where useful
- Flag anything that requires rep confirmation