Why AI Note Takers Are Your Secret Sales Weapon

Hey there,

Kevin here from Astris with something that's completely changed how we handle sales conversations.

Most people use AI note takers just to avoid writing notes. But honestly, that's missing the entire point. The real value isn't the notes themselves - it's what you can do with the transcript afterward.

Beyond Note Taking

Look, AI note takers capture every word from your calls. That's helpful for reference, sure. But here's what most people don't realize: you're sitting on incredible market intelligence, objection patterns, and buyer insights from every conversation.

The problem? Nobody actually uses it.

7 Prompts That Change Everything

I'm going to share the exact prompts I use to get way more value from every sales call. These have genuinely made our team better at selling.

1. Get personalized sales coaching "Review this transcript and identify 3 moments where I could have asked better discovery questions. For each moment, explain why it mattered and what I should have asked instead."

2. Write perfect follow-up emails "Write a personalized follow-up email based on the specific pain points and priorities mentioned in this call. Reference the exact challenges they described."

3. Identify objection patterns "Analyze my last 5 call transcripts and identify the most common objections. For each objection, show me how I'm currently responding and suggest a better response."

4. Extract winning phrases "Find the exact phrases or explanations in this transcript where the prospect showed the most interest or engagement. What specifically resonated with them?"

5. Spot missed opportunities "Review this transcript and identify 3 opportunities where I could have gone deeper on a pain point or asked about budget/timeline but didn't. What should I have asked?"

6. Build market intelligence "Analyze these 5 transcripts from different prospects in the same industry. What common themes, challenges, or priorities emerge? What does this tell me about how to position our solution?"

7. Create better discovery frameworks "Based on this transcript, what questions should I add to my discovery process for future calls with similar prospects? What did I learn about their buying process?"

How I Actually Use This

After every sales call, I take the transcript and drop it into ChatGPT or Claude with one of these prompts. Takes maybe 2 minutes. The insights I get back genuinely improve every conversation that follows.

That coaching prompt? It's helped our team spot patterns we never would have noticed otherwise. We realized prospects get way more engaged when we talk about specific operational challenges rather than high-level ROI stuff.

And the market intelligence one is incredible when you're trying to refine messaging. Five transcripts will tell you more about what actually resonates than months of guessing and testing.

My Setup

I use Fathom for this. It's free, works with Zoom and Google Meet, and gives you clean transcripts you can actually work with.

The important thing is having transcripts you can easily copy and use. Fathom gives you shareable links, searchable transcripts, and automatically highlights key moments from every call.

What Happens When You Do This Consistently

Your discovery questions get sharper because you're learning from every single call. Your follow-ups become more relevant because they reference specific things from the conversation. Your messaging improves because you start seeing patterns across different prospects.

Basically, every sales call becomes a training session for yourself and your team.

The Bottom Line

AI note takers aren't just about saving time on manual work. They're about getting smarter from every conversation.

Think about it. Most salespeople have hundreds of hours of recorded calls just sitting there. That's market research, sales training, and competitive intelligence you've already paid for. You just need to actually use it.

Try one prompt after your next call. See what you learn. Then make it part of your process.

Talk soon,

Kevin