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 click copies it and shows you exactly how to drop it into Contextli.
Next, open Contextli, go to the Contexts page, click Import, choose From JSON, paste, then Import Context. It is ready to use.
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.
Questions people ask
Questions sales ask about Discovery Call Note
What is the best way to take discovery call notes without losing focus on the conversation?
Stay fully present during the call, then speak a structured debrief immediately afterward. The Discovery Call Note context converts your spoken summary into a call note with the key details: what was discussed, objections raised, next steps, and follow-up owner. You get clean notes without having typed a word during the call.
How do I write a post-call debrief before the details fade?
The moment the call ends, open Contextli and select the Discovery Call Note context. Speak for 60 to 90 seconds covering the prospect's situation, what resonated, any objections, and the agreed next step. The context structures this into a call note you can paste into Salesforce, HubSpot, or your CRM before your next meeting.
What should a discovery call note include?
A good note covers the date, the contact and company, a summary of their stated situation and needs, the key points discussed, objections or concerns raised, and the agreed next action with a date. The Discovery Call Note context structures your spoken debrief into all of these fields.
How do I log a discovery call in my CRM without spending 10 minutes on notes?
Dictate a 60 second debrief into Contextli using the Discovery Call Note context right after the call. Copy the structured call note and paste it into the notes field in Salesforce, HubSpot, or your CRM. Most people finish the whole process in under two minutes, and because the output is structured text it pastes cleanly into any CRM notes field.
How do I add this context to Contextli?
Copy the context on this page, then open Contextli and go to the Contexts page. Click Import, choose From JSON, paste it into the Import from Clipboard window, and click Import Context. It is ready to use in under 30 seconds. If you do not have Contextli yet, you can download it for free first.
Is my voice recording private? Does Contextli send it anywhere?
Your voice recording and the transcription are stored on your device only. Contextli processes your audio locally and does not send your recordings or transcription text to any server. The structured output it produces is text you control, and you decide where it goes.
Can I change what the output looks like?
Yes. Every context in Contextli is a starting point you can edit. Open the context in the app, change the instructions to adjust the structure, tone, or fields, and save. The next time you use it, the output reflects your changes. You are not locked into the default format.
Do I need to install an app to use this context?
Yes. Contextli is a free app. Download it, then copy this context and paste it into the Import from Clipboard window on the Contexts page. The whole process takes about 30 seconds.