When / Use Case
- After a discovery call with multiple technical and business stakeholders
- Preparing for internal deal reviews with your sales or solutions team
- Enabling your champion to share aligned summaries internally
Inputs (What You Must Provide)
- Full discovery call transcript
- Your company name (
{YourCompany}
) - Target company name (
{TargetCompany}
) - Primary participant persona (
{PrimaryCallPersona}
) - Stakeholder personas to receive memos (
{Persona1}
,{Persona2}
,{Persona3}
)
Output (Expected Format)
- One Markdown or Doc-ready memo per stakeholder persona
- Each memo includes:
- Objectives / KPIs
- Current pains / risks
- Consequences if unresolved
- How your company helps
- A tailored CTA
Variations / Tips
- You can customize memo structure (e.g., add “Team Dependencies” or “Budget Concerns”)
- Use direct quotes from the transcript to boost authenticity
- Run memos through your champion for edits before broader sharing
- Pair this with visuals or diagrams for executive stakeholders
When / Use Case
- After a discovery call with multiple technical and business stakeholders
- Preparing for internal deal reviews with your sales or solutions team
- Enabling your champion to share aligned summaries internally
Inputs (What You Must Provide)
- Full discovery call transcript
- Your company name (
{YourCompany}
) - Target company name (
{TargetCompany}
) - Primary participant persona (
{PrimaryCallPersona}
) - Stakeholder personas to receive memos (
{Persona1}
,{Persona2}
,{Persona3}
)
Output (Expected Format)
- One Markdown or Doc-ready memo per stakeholder persona
- Each memo includes:
- Objectives / KPIs
- Current pains / risks
- Consequences if unresolved
- How your company helps
- A tailored CTA
Variations / Tips
- You can customize memo structure (e.g., add “Team Dependencies” or “Budget Concerns”)
- Use direct quotes from the transcript to boost authenticity
- Run memos through your champion for edits before broader sharing
- Pair this with visuals or diagrams for executive stakeholders
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