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Prompts and workflows useful to anyone on the team — reps, managers, and ops alike.

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Reporting & Communication

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Custom Report Builder

Generate any report in seconds, formatted for sharing.
Prompt: “Generate a report on [specific metric] for [specific time period] for [specific reps or team]. Format it as a clean summary I can share in Slack.”
What Claude does: Pulls the relevant data from analytics, call logs, or SDR performance, formats it with clear headers and metrics, and presents it ready to copy-paste. Tools used: get_analytics_overview, get_sdr_performance, get_call_logs

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QBR Data Pack

Pull everything you need for a quarterly business review in one prompt.
Prompt: “Pull all key outbound metrics for the quarter: total dials, conversations, meetings, conversion rates, rep rankings, list performance, and trend analysis. Organize it for a quarterly business review.”
Tools used: get_analytics_overview, get_sdr_performance, get_list_performance

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Client-Facing Outbound Report

For teams that manage outbound for clients, generate a clean performance report.
Prompt: “Generate a white-labeled performance report showing ROI on parallel dialing: total dials, conversations, meetings booked, conversion rates at each stage, and comparison to industry benchmarks.”
Tools used: get_analytics_overview, get_list_performance, get_sdr_performance

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A/B Test Analysis

Measure which scripts, approaches, or strategies actually win.
Prompt: “We ran two different opener scripts this month across different reps. Pull the scored calls for each group and compare meeting conversion rates. Which script won and by how much?”
Tools used: get_scored_calls, get_sdr_performance, get_call_logs

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Disposition Trend Alerting

Catch data quality or timing issues before they tank your numbers.
Prompt: “Monitor disposition trends over the last 4 weeks. If voicemail rates are climbing or conversation rates are dropping, flag it early so we can investigate data quality or timing issues.”
Tools used: get_call_logs, get_dispositions, get_analytics_overview

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Advanced & Power User

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AI Call Scoring Calibration

Validate whether your AI call scores actually predict real outcomes.
Prompt: “Pull 20 scored calls across the spectrum (high, medium, low scores). Review the scoring criteria against actual outcomes (did the call lead to a meeting?). Are our AI scores predictive of real results?”
Tools used: get_scored_calls, get_call_logs

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Multi-Variable Analysis

Identify which combination of factors most predicts a booked meeting.
Prompt: “Analyze which combination of factors most predicts a booked meeting: time of day, day of week, list source, rep, persona title, conversation duration, number of discovery questions asked. Rank the variables by impact.”
Tools used: get_call_logs, get_scored_calls, get_list_performance, get_sdr_performance

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Competitive Intel from Conversations

Mine your call data for competitive intelligence.
Prompt: “Across scored calls this month, are prospects mentioning competitors? Which competitors come up most? What are the common switching triggers or objections related to competitors?”
Tools used: get_scored_calls

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ICP Refinement from Data

Let your actual conversion data tell you who to target.
Prompt: “Based on which titles, industries, and company sizes are actually converting into meetings, does our current ICP match reality? Where should we adjust our targeting?”
Tools used: get_call_logs, get_list_performance, get_scored_calls, get_contact_lists

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Coaching ROI Measurement

Prove that your coaching investment is paying off.
Prompt: “I coached [Rep Name] on their discovery questions 3 weeks ago. Pull their before-and-after data. Did their conversation-to-meeting rate improve? By how much?”
Tools used: get_sdr_performance, get_scored_calls, get_call_logs