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Intempt

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.

Sellmeeting-notetakerB2BSaaSStandard3 steps3 outputs
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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

1

Confirm Discovery Meeting Type

get_meeting_type

Retrieve the Discovery meeting type from the project's meeting taxonomy. Confirm it exists and has notetaker autojoin enabled — both are prerequisites for the custom summary recipe to fire on real meetings. If the type doesn't exist, halt and prompt the user to run /meeting-types-taxonomy first.

Produces:Meeting Type
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Set Discovery Summary Recipe

set_meeting_summary_recipe

Configure the AI summary recipe for the Discovery meeting type. Extract structured fields: (1) Champion — name, title, level of buy-in (high/medium/low/none), explicit quotes showing commitment; (2) Pain — pain statement in prospect's own words, severity (must-solve/should-solve/nice-to-have), business impact discussed (revenue, cost, time, risk); (3) Current Solution — what they use today (vendor name + version), what works, what doesn't; (4) Decision Criteria — explicit criteria mentioned (price, features, integration, security, etc.), priority ranking if discussed; (5) Timeline — target go-live, urgency drivers; (6) Budget — explicit number, range, or signal (no budget signal = flag); (7) Next Step — what was agreed, with owner and due date. If a field is not discussed, return 'not_discussed' rather than guessing.

Produces:Meeting Summary
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Build Discovery Quality Dashboard

Build Dashboard

Compose a Discovery call quality dashboard reading from the structured summaries: % of discovery calls with all 7 fields captured (target: 70%+); breakdown of most-frequently-missed fields (signals coaching opportunities); discoveries with 'no budget signal' flagged for follow-up; champion strength distribution across recent discoveries; pain severity distribution. Group by rep so managers can spot reps consistently missing qualification fields.

Produces:Dashboard

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Discovery Call Summary Template | Intempt