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Get in Touch!

Fiona Simpson Sr. Revenue Enablement Business Partner, Boomi ****[email protected] linkedin.com/in/fionalsimpson

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What's on This Page

• The Full Prompt
• How to Build This: Full Stack (Gong + AI practice platform)
• How to Build This: Mid-Range (any call recording tool + AI coaching)
• How to Build This: Lean (transcripts + Claude or any LLM)
• The Skills Rubric (from the Boomi case study)
• How to Apply This by Role

The Full Prompt

This is the exact prompt Fiona used in Gong's AI Builder to analyze ~100 EBR calls. Adapt it to your touchpoint:

"Analyze [ROLE]-led [TOUCHPOINT] calls from the past 2–3 quarters and identify patterns that indicate where [ROLE]s may need additional enablement or support. Identify recurring moments where [ROLE]s struggle, hesitate, or provide unclear responses. Highlight questions customers have difficulty getting answered. Surface recurring customer concerns. Call out where business value and ROI aren't clearly articulated. Identify gaps in executive-level storytelling. Note where product capabilities are misunderstood or inconsistently explained."

To customize:

• Replace [ROLE] with your team (CSM, AE, SDR, etc.)
• Replace [TOUCHPOINT] with the meeting type you're auditing (EBR, discovery call, pricing conversation, renewal, demo)

What makes this prompt work: It's specific. It's not "summarize these calls." It's asking for patterns of struggle, questions customers couldn't get answered, gaps in value and storytelling. The more specific your question, the more useful the output — that's true in any AI tool.

How to Build This