Call Outcome Classifier
by @quochungto
Classify whether a sales call outcome was an Order, an Advance, a Continuation, or a No-sale — and flag when the seller has misread a Continuation as success...
Example 1: Genuine Advance — Specific Action Named
Scenario: Enterprise AE reviewing notes from a second discovery call with a logistics software prospect.
Trigger: "I think we moved forward but want to make sure before I update the CRM."
Call notes excerpt: *"End of call: Marcus said he wants to loop in his VP of Operations before they go further. He offered to set up a three-way call for next Thursday and asked me to send him a one-pager to share internally ahead of time. I said I'd have it to him by Wednesday."*
Process:
Output: call-outcome-2024-03-12.md — ADVANCE. Customer action: "Marcus agreed to arrange three-way call with VP of Operations for Thursday 2024-03-14; confirmed before call." CRM update: advance to next stage, log VP of Operations introduction as next-step objective.
Example 2: Continuation Disguised as Success
Scenario: Mid-market AE reviewing notes from a demo call that felt like a breakthrough.
Trigger: "The demo went great. They were really engaged and the VP said it was exactly what they needed. Should I move this to 'proposal stage' in the CRM?"
Call notes excerpt: *"Fantastic demo — they loved the reporting module. VP said 'this is exactly the kind of solution we've been looking for.' Everyone was nodding. At the end, Sarah (champion) said 'we're definitely interested, let's circle back after we've had some time to digest this.' I said I'd follow up next week."*
Process:
Output: call-outcome-2024-03-15.md — CONTINUATION. No specific customer action committed. Flag: "The VP's enthusiasm and Sarah's 'we're definitely interested' are positive sentiment signals, not Advance commitments. 'Let's circle back after we've had some time to digest' is a Continuation — no date, no agreed agenda, no access to additional stakeholders. Do not advance CRM stage. Use commitment-and-advance-planner to define a specific Advance objective before the next contact."
Example 3: Order — Clear Purchase Commitment
Scenario: Field sales rep reviewing notes from a closing call.
Trigger: "They signed the MSA, right? Just documenting the outcome."
Call notes excerpt: *"Jeff signed the MSA on the spot. 3-year contract, $180K ARR. CC'd their procurement lead on the confirmation email."*
Process:
Output: call-outcome-2024-03-18.md — ORDER. Customer action: MSA signed, $180K ARR, 3-year term. CRM: move to Closed Won, initiate onboarding.
clawhub install bookforge-call-outcome-classifier