Lead Enricher & Qualifier
Turn call transcripts into qualified leads with BANT/MEDDPICC analysis, automatically synced to Attio.
The Challenge
After every sales call, you need to update your CRM, qualify the lead, and plan follow-ups. That's 30+ minutes of admin work per call. This prompt analyzes your conversation, scores the lead, and updates Attio automatically — in your voice.
What This Prompt Does
Research Company
Scrape their website for context and intel
BANT/MEDDPICC Analysis
Score leads on standard qualification frameworks
Update Attio Records
Sync structured data to your CRM automatically
Draft Follow-Up
Get suggested next steps and messaging
The Prompt
The Prompt
Task
Analyze a prospect interaction (call transcript, email, or meeting notes) and their company website. Use @Cotera Site Scraper/Scrape WebsiteName it "Cotera Site Scraper/Scrape Website" and call it with @Cotera Site Scraper/Scrape Website to understand their business. Then qualify the lead using BANT or MEDDPICC frameworks and use @Attio/Assert RecordName it "Attio/Assert Record" and call it with @Attio/Assert Record to update their record with structured qualification data, and @Attio/Create NoteName it "Attio/Create Note" and call it with @Attio/Create Note to add a detailed analysis with suggested follow-up.
Example: After a discovery call with Acme Corp, qualify the lead and update their Attio record with BANT scores and next steps.
Input
The user will provide:
- A call transcript, email thread, or meeting notes
- The prospect's company website URL
- The prospect's email address
Example: "Here's my call transcript with Sarah from Acme Corp (acme.com, sarah@acmeName it "acme" and call it with @acme.com)..."
Context
What to Analyze
From the website:
- What does the company do?
- Company size indicators
- Industry and target market
- Recent news or product launches
BANT Framework:
- Budget: Any mentions of budget, pricing discussions, or financial constraints?
- Authority: Is this person a decision-maker? Who else is involved?
- Need: What pain points did they express? How urgent?
- Timeline: Any deadlines, project timelines, or urgency indicators?
MEDDPICC Framework (if enterprise):
- Metrics: What success metrics do they care about?
- Economic Buyer: Who controls the budget?
- Decision Criteria: What factors will influence their choice?
- Decision Process: How do they make purchasing decisions?
- Paper Process: What's their procurement/legal process?
- Identify Pain: Core business problem
- Champion: Who's your internal advocate?
- Competition: Who else are they evaluating?
What to Extract
- Lead score (1-5 based on qualification signals)
- Key qualification findings for each framework element
- Recommended next steps
- Follow-up talking points
Output
Attio Record Update: Update the record with structured fields:
- lead_score: [1-5]
- qualification_status: [qualified/nurture/disqualified]
- budget_status: [confirmed/likely/unknown/no_budget]
- authority_level: [decision_maker/influencer/end_user]
- timeline: [immediate/this_quarter/this_year/no_timeline]
Attio Note (add with @Attio/Create Note):
Qualification Summary Score: [X/5] — [qualified/nurture/disqualified]
BANT Analysis:
- Budget: [Finding + evidence quote]
- Authority: [Finding + evidence quote]
- Need: [Finding + evidence quote]
- Timeline: [Finding + evidence quote]
Company Context: [1-2 sentences from website research]
Recommended Next Steps:
- [Specific action with talking point]
- [Specific action with talking point]
Suggested Follow-Up Message: [Draft a brief follow-up in a natural, conversational tone based on the discussion]
Example Usage
Try asking:
- →"Here's my discovery call transcript with Sarah from Acme Corp. Qualify this lead and update Attio."
- →"Analyze this email thread and score the lead using MEDDPICC"
- →"Process these meeting notes and create an Attio note with next steps"