Before you start: open Ask Jiminny Panorama and filter to your team's discovery and first calls over the period you want to review.
Copy the text below and paste it into Ask Jiminny âŹď¸
Assess how well the opportunities in these calls were qualified on budget, decision-making authority, need and timeline.
Structure the output as:
A table per call marking each of the four areas â or â, with a one-line note on what was learned or missed
The qualification areas most commonly missed across the team
The questions that would close those gaps, phrased as a rep could actually ask them
Finish with the reps who consistently qualify well, as examples for the others to learn from
Only mark an area covered if the customer actually gave the information â a question asked but deflected counts as missed. Adapt to the language of the calls rather than looking for exact terms, and do not fill gaps with assumptions.