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Customer workflow

Sales call insights template

Turn sales calls, user interviews, and support recordings into Customer Evidence, Product Themes, and review-ready Feedback Records.

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Kollab turns customer calls into Product Evidence with Transcripts, Customer Quotes, Pain Points, Feature Requests, Objections, and Priority.

Use it when customer voice needs to feed product review, not another meeting summary.

How it works

  1. 01

    Read the call evidence

    Kollab starts with customer recordings, Transcripts, account context, and any existing feedback records.

  2. 02

    Extract exact signal

    The agent pulls Pain Points, Feature Requests, Objections, Urgency, and Source Quotes instead of writing a vague call summary.

  3. 03

    Cluster with history

    Similar feedback is merged with existing themes so product managers see patterns, not duplicate fragments.

  4. 04

    Route product review

    Each insight gets Priority, Linked Roadmap Item, PM Decision Status, and Follow-Up Owner for human judgment.

Starter prompt

Turn these customer call recordings into product insight records.

Inputs:
- Call recordings or Transcripts: [links or uploads]
- Customer segment: [SMB / Enterprise / Creator / Internal Team]
- Product Area: [module or feature]
- Feedback database: [workspace database link]

Database fields:
- Customer / Account
- Segment
- Call Date
- Source Audio
- Transcript
- Pain Point
- Feature Request
- Objection
- Evidence Quote
- Urgency
- Priority
- Linked Roadmap Item
- PM Decision
- Follow-Up Owner

Please:
1. Generate Transcripts and keep the Source Audio linked.
2. Extract exact Customer Quotes for every important Pain Point or Request.
3. Cluster similar feedback across calls by Pain Point, Segment, Product Area, and Urgency.
4. Create one feedback record per distinct insight, not one record per random sentence.
5. Link duplicates to existing database records when the same theme already exists.
6. Mark each record as Review, Promote to roadmap, Research more, or Park.
7. Do not turn a single customer's opinion into a roadmap recommendation unless there is enough evidence.
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