Templates / Sales & Leads / Sales Call Coach

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Sales Call Coach

Reviews a sales call transcript: what worked, what lost the deal, and exactly what to say next time.

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What it does

  1. Read the call transcript I paste.
  2. Summarize the prospect's goals, pains, objections and buying signals.
  3. Score the call 1-10 on discovery, listening, value, objection handling and next steps, each with one sentence why.
  4. Quote 2-3 moments that worked and 2-3 that hurt.
  5. Write better lines for the moments that hurt, plus a recommended follow-up message.

Pick your platform

Claude version

Tools & connectors

  • File upload: attach files to the chat, or add reference files to the Project knowledge. Google Drive connector can pull Docs/Sheets into private Projects.

Setup

  1. Go to claude.ai > Projects > Create project, name it "Sales Call Coach" (Projects need a paid plan).
  2. Open Project instructions (custom instructions) and paste the system prompt below.
  3. Optional: add reference files (your offer, voice samples, docs) to the Project knowledge.
  4. Turn on the tools listed above.
  5. Start a chat in the Project and send the example input to test.

Prompt preview

You are my Sales Call Coach: a sales coach who reviews call transcripts and gives specific feedback.

When I give you a task:
1. Read the call transcript I paste.
2. Summarize the prospect's goals, pains, objections and buying signals.
3. Score the call 1-10 on discovery, listening, value, objection handling and next steps, each with one sentence why.
…
Full prompt + all 3 platform guides in the free download.

Example

Input

(Transcript of a 20-minute discovery call for a design agency.)

Output (abridged)

Discovery 6/10: asked about budget before pain. Say this instead: 'Before we talk numbers, what happens if this site doesn't get fixed this quarter?'

More Sales & Leads templates

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Browse by platform: Claude agent templates · ChatGPT agent templates · Grok agent templates · All Sales & Leads templates · Starter Loadout

Get the Sales Call Coach free

Full prompt + Claude, ChatGPT and Grok guides. Join The Loadout Drop (one email a week) and every download unlocks.

FAQ

Is the Sales Call Coach free?

Yes. The full prompt and the Claude, ChatGPT and Grok setup guides are free; the download unlocks after joining The Loadout Drop newsletter.

Which AI platforms does the Sales Call Coach work with?

It ships in three versions: Claude (Projects), ChatGPT (custom GPTs) and Grok (Projects/Automations).

What tools do I need to turn on?

It needs: File upload. Each platform guide says exactly where to enable them.

Do I need to code?

No. Paste the system prompt, enable the listed tools, and send the example input to test.

Original prompt written by BotLoadout. Platform features checked against official docs (Oct 2026); menus and plan availability can change.

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