Before you start: Open the deal and run this from the deal view, so Jiminny can see the email thread and the call summaries across the whole opportunity.
Copy the text below and paste it into Ask Jiminny âŹď¸
Identify the moments in this deal that genuinely shifted how the buying group saw us.
Structure the output as:
Each turning point in date order, with its date and whether it was a call or an email
What changed at that moment â the need clarified, the objection dropped, the champion stepped up
Which stakeholder moved, and what they said or did that shows it
The evidence â quote the email, or paraphrase the call it came from
Finish with the single moment that mattered most and why
Ground every point in what was actually said and name the source â the email and its date, or the call summary it came from. You can quote emails word for word, but for calls you only see summaries and action items, so paraphrase them â no timestamps. If a stretch of the deal has no real turning point, say so rather than promoting an ordinary meeting into one.