I turn one messy call recording into three assets that move the deal this week.
Here’s my 30-minute workflow.
Minute 0–5
→ Pick one discovery call from the week.
→ Drop the recording into AI.
→ Mark moments with strong pain, clear goals, real numbers.
Minute 5–10
→ Tag each clip as: pain, impact, desired outcome, proof, risk.
→ AI helps surface lines you missed live on the call.
Minute 10–15
→ Prompt for recap email:
→ “Write a short recap email in my tone.
→ Use 3 bullets for pains, 3 for outcomes.
→ Open with one line that shows I heard their world.
→ Close with next step on date from the call.”
Minute 15–20
→ Prompt for Mutual Action Plan draft:
→ “Turn these notes into a MAP.
→ Include shared goal, key tasks, owners, target dates.
→ Limit steps to 3–5.
→ Keep language simple for non‑sales people.”
Minute 20–25
→ Prompt for follow up sequence:
→ “Write 3 short follow up emails.
→ Email 1: confirm recap, MAP, next step.
→ Email 2: share extra insight tied to pain.
→ Email 3: soft close loop if no reply.”
Minute 25–30
→ Push tasks into CRM with clear owners, dates, risk notes.
→ Coach Pilot does clip capture, line rewrites, next steps for me on each live call.
One call
Three assets that keep momentum high stop deals from stalling.
P.S. Did you catch the release of Skills? — a new suite of specialised AI tools designed to help you create professional sales documents in seconds, not hours.
P.S. If you don’t have access to Coach Pilot yet, reply to this email