Who this is for
Salespeople who run discovery calls and want a clean qualification record, so they prioritize real deals and drop dead ones early.
The moment this saves you
I run a great discovery call, learn exactly how qualified the lead is, then jump to the next one and lose the detail that would tell me whether to prioritize or drop this deal.
See it work
Messy spoken thought in. A clean, structured artifact out.
Discovery call debrief with Apex Logistics. The pain is real and urgent, they're losing deals because their quoting process takes three days and competitors quote same-day, that's costing them revenue, they quantified it as maybe 200k a quarter in lost deals. Budget, they have budget allocated for this, didn't flinch at our range. Timeline, they want this solved before their busy season in Q4, so there's real urgency. Decision process, the champion is the ops director but the VP of sales has to sign off and finance reviews anything over 50k. Next step is a demo with the VP included. This is a well-qualified deal, prioritize it.
Discovery call, Apex Logistics, June 5, 2026
- Pain: Quoting takes 3 days vs competitors' same-day, losing deals (~$200K/quarter, quantified by them). Urgent.
- Budget: Allocated; no pushback on our range.
- Timeline: Wants it solved before Q4 busy season (real urgency).
- Decision process: Champion = ops director; VP of Sales signs off; finance reviews anything over $50K.
- Next step: Demo with the VP included.
- Qualification: Well-qualified, prioritize.
The workflow
Record a voice note
Hit the hotkey and talk, no formatting, no typing.
Tag it with this context
Contextli shapes your words into the structured output above.
Find it later
Everything's searchable and organised by context.
Pull it into Claude or ChatGPT
Bring your contexts straight into your AI tools with the Contextli MCP.
Your raw recording and transcription stay on your device, so you can always go back to the original.
The prompt behind this context
I'm going to debrief a sales discovery call. Turn it into a qualification note: a bold "Discovery call, [account], [today's date]" heading, then labeled lines: Pain (their problem, with any quantified impact), Budget (signal on price/allocation), Timeline (urgency and drivers), Decision process (the champion, signers, and any approval thresholds), Next step, and Qualification (my read on how real the deal is). Keep all specifics, names, and numbers exact. Don't invent budget, stakeholders, or numbers. Output only the note.
Make it your own. This is a starting point. Once it's in Contextli, tweak the instructions so the output comes out exactly how you like it.
Use this context
One tap adds it to your clipboard. Open Contextli and paste to add it.
Next, open Contextli, Contexts, Import, paste.
Make it your own. This is a starting point. Once it's in Contextli, tweak the instructions so the output comes out exactly how you like it.
Your raw recording and transcription stay on your device, so you can always go back to the original.
Related contexts
Post-Call Debrief
You hang up and the next call's already ringing. Take twenty seconds to debrief out loud while it's fresh, the real objection, the budget hint, who actually decides, and it lands as a CRM note with next steps, not a vague one-liner.
Sales Follow-Up Note
The deal lives or dies on the follow-through, and the follow-through dies in your memory. The second the call ends, say what you promised and when. You get a crisp action note, who to email, what to send, the deadline, so nothing slips through.
Sales Demo Note
The demo's over and you know exactly which feature made their eyes light up and which question you fumbled. Say it now, while it's vivid. You get a note on what resonated and which objections came up, so you sharpen the next demo instead of repeating it.