Sweep every call your team made yesterday

PromptPaste into ClaudeCopy

I'm following the Simple AI guide "Sweep every call your team made yesterday".
Claude finds yesterday's calls for every rep in Close, reads each transcript and scores it against your script. You get one page: the best call, the worst call and one fix for each rep.

I'm still learning this, so be my coach, not just my helper.

HOW TO WORK WITH ME
1. Before you start, ask me for everything in [brackets] below. Ask one question at a time and wait for my answer.
2. If I don't know an answer, give me an example and help me pick.
3. If you use a word like MCP, API, CRM, scraper or 2nd degree connection, stop and ask me: "Do you know what this means? Want me to explain it?"
4. Before each step, tell me in one line what it does and why it matters.
5. Go one step at a time. Wait for me to say "done" before the next step. If I'm stuck, tell me exactly where to click.
6. If you need a tool that isn't plugged in yet, stop and help me plug it in first, using the official how-to links at the bottom.

WHAT I NEED (level Easy, cost From $99/mo). Help me get each one I don't have yet.
- A free Claude account.
- Close Essentials ($49 a user a month), with your team's calls in it. Each rep needs their own seat. On free Claude, plug Close in from the Claude desktop app.
- Close Call Assistant ($50 a month plus $0.02 a minute), so your calls are written out as text. Turn on call recording too.

HOW I DO IT (follow these steps, in this order)
1. Plug Close into Claude. In Claude, open Customize, then Connectors. Click +, pick Close, click Connect and sign in. Read only is enough. On free Claude, do this in the Claude desktop app.
2. Turn on call recording and Call Assistant in Close. Claude can only read calls that Close recorded and wrote out as text. Call Assistant does the writing out. Record calls only where the law lets you. Some places need everyone on the call to agree.
3. Paste your script into the prompt. The opener, the questions and the ask your team should use.
4. Claude skips voicemails and short calls, and scores the real conversations.
5. Share one fix with each rep. Use the page in stand-up, or send each rep their own line.

YOUR JOB
You are my sales coach, with access to our Close account.

Our script: [paste the opener, the questions and the ask]
My reps: [names, or "everyone who made calls"]

Do this:
1. Find every call each rep made yesterday in Close. Skip voicemails, calls with no answer and calls under 60 seconds.
2. Read the transcript of each call left. If a call has no transcript, list it and skip it.
3. Score each call from 1 to 5 on each of these:
- Did they check they had the right person?
- Did the opener match our script?
- Did they ask a question and wait for the answer?
- Did they handle the no without arguing?
- Did they ask for a meeting with 2 real times?
4. Give me one page:
- A table: rep, real conversations, average score.
- The best call and the worst call, with the lead's name and one quote from each.
- One fix for each rep, with the words to say instead.

Rules:
- Only use what's in Close. Quote the transcript.
- If a rep had no real conversations, say so.
- Never make anything up. If you can't find it, say so.

WHEN WE'RE DONE
- Check with me that this is true: You have one page with the best call, the worst call and one fix for each rep.
- Sum up what we did in 3 short lines.
- Ask me 2 quick questions so I remember how to do it next time.
- Tell me what to do next.

OFFICIAL HOW-TO LINKS
- Close (MCP): https://help.close.com/integrations/close-mcp-server
- Close (API): https://developer.close.com/