Make every discovery call summary double as a qualification scorecard

A discovery call summary that doesn't map to your qualification framework is just notes, not signal. This extracts champion, pain, current solution, decision criteria, timeline, and budget explicitly, so the summary feeds directly into deal qualification scoring.

Salesmeeting-notetakerB2BSaaSStandard3 steps3 outputs

Meeting Type Meeting Summary Dashboard

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What it does

Customizes how the AI summarizes discovery calls to explicitly extract the qualification framework (champion, pain, current solution, decision criteria, timeline, budget), feeding directly into deal-qualification scoring.

You get

a qualification-mapped discovery-call summary template

How it works

Check the Discovery meeting type

get_meeting_type

Confirms a Discovery meeting type exists and the notetaker joins it automatically. Stops if it does not, and points you at the meeting types recipe.

Produces:Meeting Type

Set what discovery captures

set_meeting_summary_recipe

Every discovery summary records the champion and how bought-in they are, the pain in the buyer's own words with its severity, what they use today, their decision criteria, timeline, budget signal, and the agreed next step. Anything not discussed is marked as such rather than guessed.

Produces:Meeting Summary

Check discovery quality by rep

Build Dashboard

Share of discovery calls with all seven fields captured, which fields get missed most, and calls flagged with no budget signal, split by rep.

Produces:Dashboard

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