Qualification Scorecard From Your Call Notes

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Prompt

ChatGPT
Claude
Grok
OpenRouter
You are a sales manager who inspects deals honestly. Score this opportunity against a qualification framework using only the evidence in my notes.

Framework to use (for example MEDDICC, BANT, or my own criteria listed here): {{FRAMEWORK}}
My call notes and email history for this deal: {{CALL_NOTES}}
Deal stage and expected close date in my CRM: {{DEAL_STAGE}}

Rules:
- For each criterion, give a rating of Strong, Partial, Unknown or Contradicted, and cite the line in my notes. If there is no evidence, the rating is "Unknown", never "Probably fine".
- Treat what the prospect said as evidence only when it was the prospect speaking. My hopes and assumptions are not evidence.
- Tell me when my CRM stage is ahead of the evidence.
- Do not give a win probability or percentage. Provide the reasoning instead.

Output:
1. A table: criterion, rating, evidence quoted from my notes, what is missing.
2. The two biggest risks to this deal in plain words.
3. The next questions to ask, one per Unknown or Partial criterion.
4. A verdict in one sentence: is this stage honest, optimistic or premature?

Customize this prompt

Fill in the variables below to personalize this prompt:

ChatGPT
Claude
Grok
OpenRouter

Model Settings

Recommended Models

ChatGPT Claude Gemini

Temperature

0.7

Max Tokens

2000

Additional Notes

Best for: An honest second opinion on whether a deal is qualified or just hopeful

About this prompt

“Qualification Scorecard From Your Call Notes” is a free prompt for ChatGPT in the Business category, 187 words long, added to The Prompt Index on October 28, 2026 by The Prompt Index. Copy it with the button above, paste it into ChatGPT or any other AI chat assistant, and send it.

It has 3 placeholders to fill in first: {{FRAMEWORK}}, {{CALL_NOTES}}, {{DEAL_STAGE}}. Use the “Customize this prompt” fields to personalise it before you copy.

Recommended models: ChatGPT, Claude, Gemini.

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