Buyer Energy Index Analyst

When / Use Case

• After conducting one or more B2B sales calls.
• When prepping a deal summary or follow-up plan.
• During pipeline reviews or stakeholder analysis.
• To train SDRs or AEs on conversation quality.

Inputs (What You Must Provide)

• Up to 3 transcripts, each labeled with date and stage.
• One stakeholder line per person: name, title

Example:

=== Call 1 (2025-08-04 – Discovery) ===
Jamie (Seller): Welcome!
Taylor (Buyer): We’ve got legacy systems…
===

STAKEHOLDERS
Taylor Reed – Director Finance, Acme Corp.

Output (Expected Format)

• Deal BEI headline (numeric score + 1–2 sentence insight)
• Stakeholders table
• What we heard: Top 3–5 observations
• Why this may be happening: Stage-specific hypotheses
• Potential next actions: 2–4 DISC-tuned suggestions
• Possible next move: 1-line CTA
• Optional: BEI trend line (if >1 call)

The Scoring Rubric

Variations / Tips

• Use real-time transcripts or post-call summaries.
• Combine Discovery, Demo, and Close calls for BEI trending.
• Adjust DISC types if cues are unclear.
• Use “breadth bonus” to account for multi-stakeholder momentum.
• Cap seniority multiplier at 10 to avoid outliers.

‍