Fathom Prompt for Sales Call Summary

This prompt helps you transform sales call recordings into actionable summaries with deal insights, objections, and next steps. Perfect for sales reps, account executives, and sales managers who need to capture call outcomes without manual note-taking. Fathom will extract key information that drives deals forward and keeps pipelines moving.

Works Best With: Fathom | Also works with: Otter.ai, Fireflies.ai, Gong

The Prompt

Analyze this sales call transcript and create a summary for CRM entry.

Call context:
– Prospect: [COMPANY NAME]
– Contact: [NAME AND TITLE]
– Deal stage: [DISCOVERY, DEMO, NEGOTIATION, etc.]
– Our solution: [WHAT YOU’RE SELLING]
– Call objective: [WHAT WE WANTED TO ACCOMPLISH]

Extract and organize:
1. Call Summary (2-3 sentences on what happened)
2. Key Insights (what we learned about their business, pain points, buying process)
3. Prospect’s Hot Buttons (what they care most about)
4. Objections or Concerns (what’s holding them back)
5. Positive Signals (signs they’re interested or ready to buy)
6. Competitor Mentions (alternatives they’re considering)
7. Decision Process (who’s involved, timeline, budget status)
8. Action Items (what we committed to do)
9. Next Steps (what needs to happen to move forward)
10. Deal Health Assessment (hot, warm, or cold + reason why)

Focus on information that helps close the deal.
Flag any red flags or urgency signals.
Use prospect’s exact words for important quotes.

When to Use This Prompt

• You need to update your CRM after discovery calls, demos, or negotiations
• You’re managing multiple deals and need to remember key details from each call
• You want to share call insights with sales managers or team members
• You’re transitioning a deal and need to brief the new account owner

What You’ll Get

The AI will generate a comprehensive sales call summary with a brief overview of what transpired, deep insights into the prospect’s business challenges and priorities, specific pain points or hot buttons that create urgency, objections that need addressing in follow-up, positive buying signals to leverage, competitive intelligence on alternatives being considered, clear understanding of their decision-making process and timeline, committed action items for both parties, concrete next steps to advance the deal, and an honest assessment of deal temperature with supporting evidence. Everything is formatted for quick CRM entry.

Why This Prompt Works

• Sales-specific structure: The 10 categories capture everything sales teams need to know, not generic meeting notes

• Deal health assessment: Forcing a hot/warm/cold rating ensures honest evaluation of pipeline reality

• Exact quotes: Using prospect’s own words preserves nuance and creates powerful ammunition for proposals

• Red flag alerting: Proactively identifying concerns prevents surprises at close

How to Customize This Prompt

1. [COMPANY NAME] — Prospect’s organization for context
2. [NAME AND TITLE] — Who you spoke with and their decision-making authority
3. [DEAL STAGE] — Where in sales cycle determines what information matters most
4. [WHAT YOU’RE SELLING] — Your product/service for contextual analysis
5. [WHAT WE WANTED TO ACCOMPLISH] — Original call objective to evaluate success
6. Add MEDDIC/BANT: If your sales org uses specific qualification frameworks, request “include MEDDIC assessment” or “map to BANT criteria”

Pro Tips

• Multi-stakeholder calls: For calls with multiple prospects, request “identify each person’s role and concerns separately”

• Manager visibility: Add “highlight anything my manager should know” to surface strategic insights

• Deal coaching: Include “suggest how to overcome objections mentioned” for tactical guidance

• Forecast accuracy: Request “estimate close probability percentage” to improve pipeline forecasting