Structured Reporting Examples

Extract customer insights across all feedback channels over the last {analysis_days*} days:

Step 1: Comprehensive data collection
- Use list_meetings* with participant_scope=external to find external meetings with customer pain points mentioned
- Use search_meetings *to find feature requests and enhancement discussions
- Use search_meetings* to identify implementation challenges and successes
- Use search_meetings *to locate competitive comparisons and concerns

Step 2: Pain point categorization:
- Use search_meetings* to categorize product functionality gaps
- Use search_meetings *to identify integration limitations
- Use search_meetings* to find user experience friction
- Use search_meetings *to document performance or reliability issues
- Use search_meetings* to extract pricing and value concerns

Step 3: Success story identification:
- Use search_meetings *to find positive outcome testimonials
- Use fetch_meeting_notes to extract ROI and value realization examples
- Use search_meetings* to document workflow improvements achieved
- Use search_meetings *to identify team adoption successes

Step 4: Feature demand analysis:
- Analyze request frequency by feature category
- Use search_companies* to identify customer segment patterns
- Assess business impact and urgency levels
- Evaluate technical complexity vs. customer value

Step 5: Actionable insights:
- Generate product roadmap priorities with customer backing
- Identify customer success best practices
- Recommend support process improvements
- Highlight competitive positioning opportunities

Include specific customer quotes and quantified impact data.

*Analyze active deal health and progression over the last {days_back} days:

Step 1: Get all open deals with recent activity
- Use list_open_deals to retrieve active opportunities
- Include deal metadata: stage, momentum, risk status, scores

Step 2: For each deal with external meetings:
- Use fetch_deal filtered by company to get meeting history
- Analyze deal age and progression velocity
- Review stakeholder engagement patterns
- Assess meeting frequency trends vs. stage requirements
- Use fetch_meeting_notes to extract key discussion topics and pain points
- Use search_meetings for competitive mentions and objections
- Evaluate next steps clarity and follow-through

Step 3: Risk assessment by category:
- HIGH RISK: Stalled momentum, {riskthreshold}+ days old, low scores
- MEDIUM RISK: Slowing momentum, integration concerns
- HEALTHY: Progressing momentum, recent activity, clear next steps

Step 4: Generate actionable recommendations:
- Immediate interventions for at-risk deals
- Expansion opportunities in healthy accounts
- Specific next steps with timelines
- Resource allocation priorities

Include deal IDs, company names, and specific quotes from meetings.*

Analyze the health and momentum of {deal*name}:

Step 1: Deal identification and context
- Use search_companies* to find company ID for "{deal*name}"
- Use fetch*deal to retrieve deal metadata: stage, age, owner, risk status, scores
- Use search*persons to identify key stakeholders and contacts involved

Step 2: Meeting Analysis Sources table
Create a reverse chronological table with:
- Date, Meeting Title, Duration
- Attendees (exclude bot/notetaker names)
- Upshot: 15-word-or-less summary of purpose and outcome
- Source: Percentage indicating relative importance to analysis

Step 3: Meeting activity analysis
- Use fetch_deal* filtered by company to find all associated meetings
- Analyze meeting frequency and timing patterns over last {analysis_days*} days
- Review participant engagement and attendance
- Track progression through sales stages

Step 4: Content analysis of conversations
- Use fetch_meeting_notes to extract key discussion topics and pain points
- Use search_meetings* to identify decision criteria and evaluation process
- Use search_meetings for competitive mentions and objections
- Note buying signals and momentum indicators

Step 5: Stakeholder mapping and engagement
- Map decision makers, influencers, and champions from meeting attendees
- Analyze engagement levels of key participants
- Identify missing stakeholders or access gaps
- Review multi-threading effectiveness

Step 6: Risk assessment and recommendations
- Evaluate deal progression velocity vs. stage requirements
- Identify stall indicators or momentum shifts
- Assess competitive threats and positioning
- Generate specific next steps with timelines

Include deal score trends, specific quotes, and actionable recommendations.

Generate a complete SPICED analysis for {deal*name}:

Step 1: Deal identification and meeting collection
- Use search_companies* to find company ID for "{deal*name}"
- Use list_open_deals and fetch_deal to get deal metadata if available
- Use fetch*deal to get deal metadata if available
- Use list_meetings *to find all meetings with this company over {analysis_period*} days
- List participants and their roles across all meetings
- Create timeline of interactions and progression

Step 2: Meeting Analysis Sources table
Create a reverse chronological table with:
- Date, Meeting Title, Duration
- Attendees (exclude bot/notetaker names)
- Upshot: 15-word-or-less summary of purpose and outcome
- Source: Percentage indicating relative importance to SPICED analysis

Step 3: SITUATION analysis from meeting content
Use fetch*meeting*transcript to extract and document background facts:
- Company size, locations, and organizational structure mentioned
- Current technology stack and existing solutions
- Recent initiatives, changes, or strategic shifts discussed
- Industry context and market position
- Key business metrics or KPIs referenced

Step 4: PAIN identification and prioritization
Use search_meetings *to analyze all meetings for pain points:
- Quantifiable pains: Measurable business challenges with metrics
- Qualitative pains: Emotional or subjective challenges expressed
- Pain evolution: How pains have changed/evolved across meetings
- Pain prioritization: Which pains are mentioned most frequently
- Direct quotes expressing frustration or challenges

Step 5: IMPACT assessment and business case
Use fetch*meeting_notes to document desired outcomes and value:
- Revenue increase opportunities mentioned
- Cost reduction possibilities discussed
- Customer experience improvements sought
- Individual/emotional impacts for stakeholders
- ROI discussions and value quantification attempts
- Success metrics and KPIs they want to achieve

Step 6: CRITICAL EVENT timeline and urgency
Identify all timing drivers:
- Hard deadlines mentioned (board meetings, renewals, launches)
- Compelling events creating urgency (hiring, compliance, competition)
- Consequences of missing deadlines explicitly discussed
- Timeline evolution: How dates have shifted across meetings
- Test questions asked about timing importance

Step 7: DECISION process mapping
Comprehensive decision analysis:
- Decision process: Steps and stages they've outlined
- Decision committee: All stakeholders mentioned and their roles
  - Economic buyer identification
  - Technical evaluators
  - Executive sponsors
  - Influencers and blockers
- Decision criteria: Evaluation factors discussed
  - Technical requirements
  - Integration needs
  - Budget constraints
  - Security/compliance requirements
- Previous purchase experiences mentioned
- Procurement/legal requirements identified

Step 8: Competitive landscape and status quo
- Current solution pain points and limitations
- Competitors being evaluated (direct mentions)
- Evaluation criteria comparisons
- Differentiation points discussed
- Risk of no decision vs. competitive loss

Step 9: SPICED opportunity matrix generation
Create a structured summary table:
- Situation: 3-5 key facts
- Pain: Top 3 quantifiable and qualitative pains
- Impact: Primary business impacts with metrics
- Critical Event: Specific date and consequences
- Decision: Process flowchart and committee map

Step 10: Deal qualification and forecast accuracy
- SPICED completeness score (what's known vs. unknown)
- Strength of pain/impact connection
- Critical event credibility assessment
- Decision process clarity and access
- Overall deal qualification rating
- Recommended discovery gaps to fill

Step 11: Strategic recommendations
- Next discovery questions to ask
- Stakeholders to engage based on SPICED gaps
- Value proposition alignment with impacts
- Timeline acceleration opportunities
- Risk mitigation strategies

Include specific quotes for each SPICED element, meeting references, and a visual opportunity matrix summary.

Generate a complete MEDDICC analysis for {deal*name}:

Step 1: Deal identification and meeting collection
- Use search_companies* to find company ID for "{deal*name}"
- Use list_open_deals and fetch_deal to get deal metadata if available*
- Use list_meetings *to find all meetings with this company over {analysis_period*} days
- Use search_persons to list participants and their roles across all meetings
- Create timeline of interactions and progression

Step 2: Meeting Analysis Sources table
Create a reverse chronological table with:
- Date, Meeting Title, Duration
- Attendees (exclude bot/notetaker names)
- Upshot: 15-word-or-less summary of purpose and outcome
- Source: Percentage indicating relative importance to MEDDICC analysis

Step 3: METRICS identification and quantification
Extract measurable success criteria:
- Specific KPIs and targets mentioned
- Current performance baselines discussed
- Improvement goals with numbers and timelines
- ROI expectations and calculations shared
- Success measurement criteria defined

Step 4: ECONOMIC BUYER mapping
Identify and analyze the economic buyer:
- Name, title, and direct influence confirmed
- Budget authority validation
- Meeting participation and engagement level
- Direct quotes showing financial decision power
- Access level achieved and relationship strength

Step 5: DECISION CRITERIA documentation
Catalog all evaluation criteria mentioned:
- Technical requirements and specifications
- Business/operational requirements
- Financial constraints and budget parameters
- Timeline and implementation needs
- Competitive evaluation criteria
- Weighting or priority of criteria

Step 6: DECISION PROCESS analysis
Map the complete buying process:
- Formal steps outlined by customer
- Informal political dynamics observed
- Approval stages and sign-offs required
- Committee members and voting process
- Timeline for each stage
- Current stage and next steps

Step 7: IDENTIFY PAIN deep dive
Comprehensive pain analysis:
- Business pains with quantified impact
- Technical pains affecting operations
- Personal pains for key stakeholders
- Pain severity and urgency ratings
- Consequences of inaction discussed
- Pain ownership and accountability

Step 8: CHAMPION qualification
Assess champion strength and capability:
- Name and role of potential champions
- Evidence of internal selling activities
- Power and influence demonstrated
- Personal win if project succeeds
- Ability and willingness to provide intel
- Risk if champion is removed/changes

Step 9: COMPETITION assessment
Analyze competitive landscape:
- Direct competitors being evaluated
- Incumbent solution strengths/weaknesses
- Competitive advantages articulated
- Vulnerabilities and differentiation points
- Decision criteria favoring us vs. them
- Competitive strategy and positioning

Step 10: MEDDICC scoring and gaps
Create qualification scorecard:
- Score each MEDDICC element (1-5)
- Identify missing information per element
- Risk assessment for weak areas
- Strength indicators for leverage
- Overall deal qualification score

Step 11: Strategic action plan
Based on MEDDICC analysis:
- Critical gaps requiring immediate discovery
- Stakeholder engagement priorities
- Champion development strategies
- Competitive positioning tactics
- Risk mitigation approaches
- Specific next steps with owners and dates

Include quantified metrics, specific quotes, and a MEDDICC scorecard summary.

Analyze the health of my top {*account*_*count} accounts based on recent meeting activity:

1. Use list_meetings* with external participant filter to identify companies with the most meetings in the last {analysis_days*} days
2. For each company, use multiple tools to analyze:
   - Use list_meetings* to assess meeting frequency trends
   - Use *search*_*persons to review participant engagement levels
   - Use fetch_meeting_notes to extract key topics and concerns discussed
   - Use search_meetings* to track sentiment progression over time
   - Use search_meetings to identify risk indicators (missed meetings, unresolved issues)
3. Provide specific recommendations for each account
4. Flag any accounts that need immediate attention

Focus on companies where we've had external participants.

Comprehensive health analysis for {account_*name}:

Step 1: Account identification and baseline
- Use search_companies* to find company ID for "{account_*name}" and associated contacts
- Use list_meetings* to establish relationship timeline and tenure
- Identify account type (customer, prospect, partner) from meeting patterns
- Review account expansion history and potential from meeting progression

Step 2: Meeting Analysis Sources table
Create a reverse chronological table with:
- Date, Meeting Title, Duration
- Attendees (exclude bot/notetaker names)
- Upshot: 15-word-or-less summary of purpose and outcome
- Source: Percentage indicating relative importance to analysis

Step 3: Meeting engagement analysis ({analysis_period*}+ day period)
- Use list_meetings* to assess meeting frequency trends and consistency
- Use search_*persons to analyze stakeholder participation patterns
- Use fetch_*meeting_notes to review topic evolution and engagement depth
- Compare internal vs external meeting ratios

Step 4: Sentiment and satisfaction tracking
- Progression of sentiment over time
- Support issues and resolution patterns
- Feature requests and enhancement discussions
- Success stories and positive outcomes

Step 5: Business health indicators
- Usage growth or decline signals
- Team expansion or contraction mentions
- Budget and procurement discussions
- Renewal timeline and risk factors

Step 6: Relationship strength assessment
- Champion identification and engagement
- Executive access and relationship depth
- Cross-departmental usage and adoption
- Referral potential and advocacy signals

Step 7: Action plan and risk mitigation
- Immediate retention risks requiring intervention
- Expansion opportunities with specific tactics
- Relationship strengthening recommendations
- Timeline for next touchpoints and objectives

Focus on behavioral indicators, usage signals, and relationship quality metrics.

Generate a complete SPICED analysis for customer account {account_name}:

Step 1: Account identification and meeting collection
- Search for company name to get company ID and all associated contacts
- Find all meetings with this customer (last {analysis_period} days)
- List participants, roles, and engagement frequency
- Create timeline of touchpoints and support interactions

Step 2: Meeting Analysis Sources table
Create a reverse chronological table with:
- Date, Meeting Title, Duration
- Attendees (exclude bot/notetaker names)
- Upshot: 15-word-or-less summary of purpose and outcome
- Source: Percentage indicating relative importance to customer SPICED analysis

Step 3: SITUATION analysis - Current state assessment
Document the customer's current state:
- Company size, growth, or contraction signals
- Organizational changes (mergers, leadership, restructuring)
- Current product usage patterns and adoption levels
- Integration touchpoints and workflow dependencies
- Team members actively using the solution
- Recent business initiatives or strategic shifts mentioned

Step 4: PAIN identification - Ongoing challenges
Analyze current and emerging customer pains:
- Unresolved technical issues or limitations
- New business challenges since implementation
- Process inefficiencies still present
- Feature gaps causing workarounds
- Support ticket patterns and escalations
- Competitive solutions being evaluated
- Change management struggles

Step 5: IMPACT assessment - Value realization
Measure achieved and potential impacts:
- Quantified value delivered to date
- ROI metrics shared by customer
- Success stories and wins attributed to solution
- Efficiency gains or cost savings realized
- Missed impact opportunities
- Expansion potential if pains addressed
- Risk of churn impact on their business

Step 6: CRITICAL EVENT mapping - Key dates ahead
Identify upcoming critical events:
- Contract renewal date and process
- Budget planning cycles
- Leadership or organizational changes
- Competitive RFP timelines mentioned
- Business seasonality affecting usage
- Product roadmap items they're waiting for
- Expansion project timelines

Step 7: DECISION dynamics - Renewal & expansion
Analyze decision-making for retention/growth:
- Current decision makers vs. original buyers
- New stakeholders to engage
- Budget authority changes
- Procurement process for renewals
- Expansion approval requirements
- Risk factors for non-renewal
- Champion strength and advocacy

Step 8: Customer health scoring
Create SPICED-based health assessment:
- Situation stability (organizational health)
- Pain severity (unresolved issues impact)
- Impact achievement (value realization score)
- Critical event preparedness
- Decision maker engagement level
- Overall retention risk rating

Step 9: Expansion opportunity analysis
Based on SPICED insights:
- Additional use cases to explore
- New teams/departments to engage
- Upsell opportunities aligned to pains
- Cross-sell potential based on impacts
- Reference and advocacy potential
- Case study opportunities

Step 10: Strategic account plan
Develop action plan from SPICED analysis:
- Immediate pain resolution priorities
- Executive business review preparation
- Renewal negotiation strategy
- Expansion conversation timing
- Relationship strengthening tactics
- Competitive defense strategies
- Success metric documentation needs

Include specific quotes showing satisfaction/concern levels, usage trends, and a visual SPICED health matrix.

Analyze sales performance and coaching needs over the last {analysis_days*} days:

Step 1: Coaching data collection
- Use list_*coaching_*feedback with has_*coaching_*opportunities filter to find flagged meetings
- Use fetch_*meeting_*coaching_*feedback to include overall scores and category breakdowns
- Focus on meetings with external participants (sales calls)

Step 2: Individual performance analysis:
- Use list_*workspace_*users to identify all reps
- Use fetch_*meeting_*coaching_*feedback to track score trends by rep over time
- Analyze weakest skill categories per person
- Review behavioral patterns (talk time, filler words)
- Identify consistent feedback themes

Step 3: Team-wide coaching priorities:
- Aggregate coaching feedback to find most common skill gaps across reps
- Identify systematic issues affecting multiple people
- Use search_meetings* to find best practice examples from high-scoring calls
- Extract role-play scenarios from real objections

Step 4: Development recommendations:
- Generate individual coaching plans with specific focus areas
- Prioritize team training needs with measurable outcomes
- Define success metrics and tracking methods
- Create timeline for improvement assessment

Include specific coaching feedback quotes and score progressions.