Inspiration can go a long way! Here are a few things you can ask tl;dv AI about whether you're creating an AI Report on a single meeting or Multiple Meetings
Prompt Formatting
Adding some of the following to your prompts can help you get better-formatted results. Give it a go!
Use bullet points
Use headings
Group by / Segment by
Be concise
Make it a markdown checklist (adds to-do checkboxes)
Single Meeting
š¤ Sales teams
š¤ Sales teams
Sales Reps
Summarize Key Points: "Can you summarize the key points discussed during the call?"
Identify Pain Points: "What pain points did the client mention?"
Action Items: "What are the action items from this call?"
Questions Raised: "What questions did the client raise during the call?"
Competitor Mentions: "Were any competitors mentioned during the call? If so, what context?"
Customer Interest: "What specific features or solutions was the client most interested in?"
Decision-Making Insights: "Who are the decision-makers mentioned, and what are their primary concerns?"
Follow-up Strategy: "Based on the discussion, what should be the strategy for follow-up?"
Follow-up Email: "Create a follow-up email for this meeting that begins with a greeting and thank you note, then goes through topics covered, main action items, and next steps."
Custom Topic Tracking: "Please track mentions of [specific topic/product/service]."
Meeting Efficiency Review: "Could you analyze the speaker time to see who dominated the conversation?"
Sales Managers
Performance Analysis: "How did the sales rep handle the key points of our sales strategy during this call?"
Sales Techniques: "Which sales techniques did the rep use and how effective were they?"
Questioning Quality: "Can you analyze the quality of questions asked by the rep to gauge customer needs?"
Are you looking into getting AI's help with coaching your Sales Reps? We've got you covered with our Custom Playbooks and AI Coaching features! Available on the Business plan.
Customer Engagement: "What were the customerās main interests and concerns during the discussion?"
Action Items: "What follow-up actions were agreed upon during the call?"
Competitor Mentions: "Did the client mention any competitors? In what context?"
Product Fit: "How well did the rep align our product/services with the customer's needs?"
Call Dynamics: "Who were the main speakers, and how was the talk time distributed?"
Objection Handling: "How did the rep address objections or concerns raised by the client?"
If you want to track how your Reps handle objections, try our AI Objection Handling feature! Available on the Business plan
š° Customer Success teams
š° Customer Success teams
CSMs
Customer Feedback Analysis: "What specific feedback did the customer give about our product or service?"
Understanding Customer Needs: "Can you highlight the customerās expressed needs and priorities from the call?"
Action Item Clarification: "What are the clear action items and responsibilities assigned during this call?"
Engagement Points: "What topics generated the most customer engagement or interest during the call?"
Customer Concerns: "What concerns did the customer raise, and how did I address them?"
Solution Fit: "How effectively did I align our solutions with the customerās challenges?"
Follow-up Strategy: "Based on the call, what should be my strategy for follow-up communications?"
Risk Identification: "Did the customer mention any issues or challenges that could indicate a risk of churn?"
Upsell Opportunities: "Were there any potential opportunities for upsells or contract expansions mentioned during the call?"
Personal Performance: "How well did I adhere to the customer success playbook and best practices?"
CS Leads
Customer Satisfaction: "What was the overall tone of the customer during the call?"
Issue Resolution: "What issues were raised by the customer, and how were they addressed?"
Product Usage: "Can you provide insights into how the customer is using our product based on the discussion?"
Feedback Collection: "What feedback did the customer provide about our product or service?"
Renewal Discussion: "Was there any discussion about contract renewal or upselling? If so, what are the key details?"
Customer Goals Alignment: "How did the CSM align our solutions with the customer's goals and challenges?"
Action Items and Follow-ups: "What follow-up actions were identified during the call?"
Engagement Level: "How engaged was the customer during the call, and what were the high engagement points?"
Risk Identification: "Are there any potential risks or churn indicators mentioned during the call?"
Training Opportunities: "Based on the call, what areas of training or support might the CSM need?"
Multiple Meetings
š¤ Sales teams
š¤ Sales teams
Sales Managers
"Create a structured digest on the main objections mentioned in the meetings between my team and our customers this week? Segment the report by Customer."
"Create a structured digest on the meetings between my team and our customers. Segment the report by Customer."
"Segment action items from these meetings by date, and then by participant who owns the task. Make it a markdown checklist."
Are you looking into getting AI's help with coaching your Sales Reps? We've got you covered with our Custom Playbooks and AI Coaching features! Available on the Business plan.
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If you want to track how your Reps handle objections, try our AI Objection Handling feature! Available on the Business plan
Sales Reps
"What are the most common objections I faced in the last quarter, and how did I handle them?"
"What were the most frequently discussed customer needs in my calls over the past month?"
"Analyze the effectiveness of different sales techniques I used in recent calls."
"Compile all product feedback mentioned in my calls from the current sales cycle."
"How often were competitors mentioned in my calls this month, and in what context?"
"Segment action items from these meetings by date, and then by participant who owns the task. Make it a markdown checklist."
š° Customer Success teams
š° Customer Success teams
CSMs
"Summarize feedback and satisfaction levels from all customer support calls this month."
"What are the most frequent issues raised by customers in the last quarter, and how were they resolved?"
"Compile all feature requests mentioned by customers in recent calls."
"What feedback have new customers provided about the onboarding process over the past month?"
"Identify any signals of renewal interest or upsell opportunities from my recent calls."
"What are the recurring training or support needs mentioned across calls?"
"Segment action items from these meetings by date, and then by participant who owns the task. Make it a markdown checklist."
šµļø Product teams
šµļø Product teams
Asking about own meetings:
Product Managers (Customer feedback sessions or usability testing calls)
"What were the most requested features during this feedback session?"
"How did users respond to the prototype presented during the usability test?"
"Can you list the top three user concerns discussed today?"
"What feedback did customers provide about our current features?"
"What can you tell me about the user experience issues mentioned during the call?"
"What specific features have customers requested or suggested?"
"How do customers feel about the usability of our product?"
"Can you identify and rank the customer needs based on how frequently they were mentioned?"
"Did the customer mention any competitorsā products? What features of those products were highlighted?"
"What emerging market trends were discussed during the call?"
"What gaps in our product were identified during the discussion?"
"How satisfied are customers with our product, based on their tone and feedback?"
"Were there any innovative ideas or uses for our product that the customer mentioned?"
"Segment action items from these meetings by date, and then by participant who owns the task. Make it a markdown checklist."
UX/UI Designers (Design review meetings or user testing sessions)
"What specific design elements did users find most appealing or challenging?"
"What improvements do users suggest for the interface discussed today?"
"Which design changes generated the most positive user feedback?"
"Segment action items from these meetings by date, and then by participant who owns the task. Make it a markdown checklist."
Quality Assurance (QA) Engineers (QA debriefs or bug review meetings)
"What are the most critical bugs reported in this session?"
"Which issues have been marked as high priority for the next sprint?"
"How do the reported problems affect user experience?"
"Segment action items from these meetings by date, and then by participant who owns the task. Make it a markdown checklist."
Product Analyst (Product strategy sessions or review meetings where analytics and user data are discussed)
"What are the key data insights from todayās product performance review?"
"How do usage metrics compare to the targets set last quarter?"
"What trends in user behavior were identified during the call?"
"Segment action items from these meetings by date, and then by participant who owns the task. Make it a markdown checklist."
Product Marketing Managers (PMMs) (Marketing strategy meetings or post-launch debriefs)
"What was the customer sentiment towards our recent marketing campaign?"
"Which marketing channels received the most positive feedback?"
"How do we adjust our strategy based on the feedback from the launch?"
"Segment action items from these meetings by date, and then by participant who owns the task. Make it a markdown checklist."
Technical Writers and Documentation Specialists (Documentation review sessions or user assistance feedback calls)
"Which sections of the documentation do users find confusing?"
"Are there specific topics where users request more detailed information?"
"What are the most frequently asked questions by users about the new updates?"
"Segment action items from these meetings by date, and then by participant who owns the task. Make it a markdown checklist."
Asking about others' meetings:
"What are the most common customer pain points mentioned in recent sales calls?"
"Can you summarize the feature requests from the last month's CS calls?"
"What feedback are customers giving about our latest product release during sales discussions?"
"How do customers describe their satisfaction with our product in CS calls?"
"What competitors are most frequently mentioned in sales calls and in what context?"
"Are there emerging trends in customer questions or issues reported in CS calls?"
"What are the common challenges faced by customers as discussed in CS calls?"
"Which product functionalities are most praised or criticized in sales calls?"
"What use cases do customers frequently discuss during CS calls?"
"What are the customer reactions to our pricing model as discussed in sales calls?"
"Segment action items from these meetings by date, and then by participant who owns the task. Make it a markdown checklist."
š£ Marketing teams
š£ Marketing teams
"What are the most common customer perceptions about our brand mentioned in sales calls?"
"How do customers describe their experience with our product during CS calls?"
"Which marketing messages are resonating with our customers according to sales feedback?"
"What objections do customers have about our product in sales calls, and how are these being addressed?"
"What emerging needs are customers expressing in CS calls that our product could meet?"
"What competitors are frequently mentioned in sales discussions, and what are customers saying about them?"
"What specific industries or segments are showing increased interest in our offerings based on sales calls?"
"Are there recurring questions about our product that could be addressed in our marketing materials?"
"What feedback are we receiving about our latest promotional campaign in CS calls?"
"What challenges are the sales team facing as mentioned in their calls, and how can marketing support them?"
"Segment action items from these meetings by date, and then by participant who owns the task. Make it a markdown checklist."
š Leaders / Founders /CEOs
š Leaders / Founders /CEOs
"Can you summarize the key outcomes from this month's departmental meetings to ensure they align with our strategic goals?"
"What new ideas or innovations have been discussed across team meetings this quarter?"
"What are the common themes in team feedback from the latest all-hands meetings?"
"Provide a breakdown of decision-making efficiency in our management meetings over the last month."
"What are the top risks identified in the recent executive meetings, and what mitigation strategies have been proposed?"
"Segment action items from these meetings by date, and then by participant who owns the task. Make it a markdown checklist."