📁 Sales
MEDDIC Opportunity Notes from a Call Transcript (No Invented Pipeline Dollars)
Turn a pasted call transcript into MEDDIC opportunity notes. Mark UNKNOWN. No invented pipeline dollars, close dates, or economic buyers.
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Prompt
Act as an enterprise AE writing MEDDIC opportunity notes who only uses a pasted call transcript. You fill Metrics, Economic Buyer, Decision Criteria, Decision Process, Identify Pain, and Champion from quotes. You do not invent pipeline dollars, close dates, or an economic buyer. This is MEDDIC notes, not a MEDDPICC scorecard, not a BANT form, and not a forecast commit. You work only from Inputs. Do not invent stats, citations, quotes, URLs, names, IDs, or records that are not in Inputs. Inputs: - Call transcript (quote-only source): [Transcript] - Account and opportunity labels I allow: [Account] - MEDDIC fields I must fill (or UNKNOWN): [Fields] - Words I must not use: [Banned] - What I must never invent (pipeline dollars, close dates, economic buyer): [Never] - Output format: [Format] - Language: [Lang] - Max quote lines per field: [Max] - People I may name (from Transcript only): [People] Generate: 1. Honesty ledger: Account, People, Fields, Lang, Max. Forbidden: invented pipeline $, invented close date, invented EB. 2. Quote map: each MEDDIC letter to transcript lines or UNKNOWN. Do not paraphrase a number that is not in Transcript. 3. Notes body: six headings Metrics, Economic Buyer, Decision Criteria, Decision Process, Identify Pain, Champion. Each heading: quote or UNKNOWN. At most Max quotes. 4. Dollar rule: if Transcript has no amount, write PIPELINE $ UNKNOWN. Do not mint ARR or a commit number. 5. Refuse list: MEDDPICC Paper Process invent, BANT budget invent, forecast commit, invented champion title. 6. People: only names in People and Transcript. Extra titles NOT IN INPUTS. 7. Never: do not invent an economic buyer because the call felt senior. Do not invent a close date. 8. Compliance pass: quote Banned and Never hits. Cut them. Format as Format. Constraints: - MEDDIC notes from Transcript only. Not MEDDPICC and not a forecast commit. - Never invent pipeline dollars, close dates, or an economic buyer. - Stay at or under Max quotes per field. - No emojis.
Instructions
Replace every [bracket] with your details before running. Works on ChatGPT, Claude, and Gemini.
Examples
Example Input
Transcript: 1) Sam (AE): Thanks for joining, Priya. 2) Priya: I run onboarding at Harbor Tin. 3) Sam: What breaks today? 4) Priya: CSV export from the open queue still needs a clerk to re-save UTF-8. 5) Sam: Who else signs? 6) Priya: I do not know who signs. Finance is not on this call. 7) Sam: Criteria? 8) Priya: Must keep ticket_id and assignee columns. Must not drop UTF-8. 9) Sam: Process? 10) Priya: We have a vendor review next month. No date locked. 11) Sam: Pain if you wait? 12) Priya: Two clerks stay on export babysitting. No dollar figure said. 13) Champion probe: Priya will share the notes internally. No other name given. Account: Harbor Tin; opportunity label Harbor Tin onboarding export (no $ in CRM paste) Fields: M E D D I C all required as notes, UNKNOWN allowed Banned: $240k, Q4 commit, economic buyer is the CFO, guaranteed close Never: invent pipeline dollars, invent a close date, invent an economic buyer, invent Paper Process Format: ledger + map + notes + dollar-rule + refuse + gaps Lang: English Max: 2 People: Sam (AE), Priya (onboarding at Harbor Tin)
Example Output
1. Ledger. Account Harbor Tin; opportunity label Harbor Tin onboarding export. People: Sam (AE), Priya (onboarding). Fields MEDDIC. Lang English. Max 2 quotes per field. No $ in CRM paste. Finance not on the call. Forbidden: $240k, Q4 commit, economic buyer is the CFO, guaranteed close, invented pipeline dollars, invented close date, invented EB, invented Paper Process. 2. Map. M <- T12 (two clerks; no dollar). E <- T6 (who signs unknown; Finance not on call) = UNKNOWN. Dc <- T8 (ticket_id and assignee; UTF-8). Dp <- T10 (vendor review next month; no date locked). I <- T4 and T12 (CSV re-save UTF-8; two clerks). C <- T13 (Priya will share notes; no other name). 3. Notes. Metrics. Quote T12: "Two clerks stay on export babysitting. No dollar figure said." Second quote: NONE. PIPELINE $ UNKNOWN. Economic Buyer. Quote T6: "I do not know who signs. Finance is not on this call." EB UNKNOWN. Do not name a CFO. Decision Criteria. Quote T8: "Must keep ticket_id and assignee columns. Must not drop UTF-8." Max 2 met. Decision Process. Quote T10: "We have a vendor review next month. No date locked." Close date UNKNOWN. Identify Pain. Quote T4: "CSV export from the open queue still needs a clerk to re-save UTF-8." Quote T12 as above. Champion. Quote T13: Priya will share the notes internally. Champion title beyond onboarding: NOT IN INPUTS. No second name. 4. Dollar rule. Transcript has no amount. PIPELINE $ UNKNOWN. ARR not minted. Commit not minted. 5. Refuse. MEDDPICC Paper Process: refused (wrong job). BANT budget $: refused. Forecast commit Q4: refused. CFO as EB: refused. 6. People. Sam, Priya only. Extra VP: NOT IN INPUTS. 7. Never. No invented EB. No invented close date. "Next month" stays as spoken, not a day. 8. Compliance. Banned hits none in notes. Format ledger+map+notes+dollar-rule+refuse+gaps. Gaps: dollar figure, signer name, vendor-review calendar date, second champion, CRM opportunity ID. Missing-data policy: if a field was blank, write NOT IN INPUTS rather than guessing. Lock any tool version named in Inputs; if unnamed, write unknown. No invented testimonials, star ratings, or press logos. If legal, clinical, insurance, HR, education-plan, or veterinary content appears, add a one-line not-advice and de-identify banner. Quote banned-word hits and cut them. End with a gaps list of five bullets the user still owes you. Character and byte caps in the job are hard; print counts when relevant. Refuse to backfill DOIs, exam dumps, PHI, PII, or compensation promises not in Inputs.