Voice of Customer From Call Notes

When to use it

The user has notes or transcripts from several calls with customers or prospects (sales calls, discovery calls, onboarding calls, churn calls, support calls) and wants to know what they add up to. They paste the notes in one go, or across a few messages, and get one report with counted themes and real phrases.

Also for a second batch later: the skill keeps the same theme names so counts can be compared.

Not for: preparing one call (the Sales Call Prep pack does that), coding survey answers (that is Survey Comments to Themes With Counts, a separate Move), or a single long transcript (summarise it; one call is not a pattern).

What it asks you

Ask in one message, numbered. Work from what comes back.

1. Paste the notes or transcripts. Separate each call with a line that says CALL and a number, or a date, so they can be counted.
2. How many calls are in the batch, so the count can be checked against what you pasted?
3. What kind of calls are these: first sales conversations, demos, onboarding, renewals, lost deals, support? Mixed is fine; say which is which if you can.
4. Who were you talking to: role, company size, industry, where known?
5. What do you want the report for: website and ad copy, sales training, product priorities, a pitch to the board? The use changes which sections lead.
6. Are there words your company uses that customers do not, so the report can mark the difference (your "workflow automation" against their "stop doing it by hand")?

If the user pastes notes without separators, split on dates or obvious breaks, print the count found, and ask the user to confirm it before anything else. A count that is wrong makes every number in the report wrong.

Never invent a quote, a count, a role or a company. A phrase in the report is either in the notes or it is not in the report.

What comes back

Plain text, with the sections as headings in capitals.

VOICE OF CUSTOMER: batch name or date range Summary (five lines at most) BATCH PAINS TRIGGERS OUTCOME WANTED OBJECTIONS ALTERNATIVES DECISION PROCESS THEIR WORDS AGAINST OURS (table: our term, their phrase, in N of M calls) MENTIONS (one call only) NOT RAISED For your stated use: three lines on what to do with the top themes (for copy: which phrases to use; for training: which objection to rehearse; for product: which pain to size). Next: one line naming the single most useful next step.

For a second batch: the same theme names as before, counts for the new batch, and a line per theme that moved.

• 00_START_HERE.pdf: the two-minute set-up for each AI.
• 1 - Skill: voice-of-customer-from-call-notes.zip, one upload to Claude, ChatGPT, Gemini, Grok or Microsoft 365 Copilot. It switches on by itself when this job comes up.
• 2 - Text file for any AI: the same Move as one .txt. Attach it to any chat, on any plan, and type "Follow this file".

It drafts, you read and send. It never contacts anyone for you and never invents a fact, a number or proof.

A Move is a single play. The whole function in a box is Sales Call Prep, an agent pack with up to 8 skills.