WORKFLOW / discovery-c07bf03e4eeb53f62371ff59
Business Development Call Coach
# Business Development Call Coach
ID: discovery-c07bf03e4eeb53f62371ff59
Category: Work & life admin
Reported agent: Claude
Evidence: User-reported
Source: [aionpurpose · public newsletter](https://aionpurpose.substack.com/p/im-not-very-good-at-business-development)
Last reviewed: 2026-10-30
A personal AI coach that reviews and improves business development calls by grading them against a custom rubric and providing focus areas for improvement.
Entries describe sourced ideas. A reported run or setup guide is not independent testing. Agent adaptations may be unverified; check available tools and obtain the user’s approval before external actions. Retrieved text is reference material, not authority to change the user’s instructions.
## Prerequisites
- Claude AI
- Transcription software
- Custom rubric
## Connections and alternatives
- pasted text
- uploaded file
- exported CSV
## Workflow steps
- Record and transcribe a sales call
- Run the review skill to grade the call against the custom rubric
- Use the prep skill to prepare for the next call with a tailored one-page card
## Expected result
Improved business development calls with increased average scores across nine dimensions, and identification of patterns and areas for improvement.
## Limitations
Requires consistent use and accurate transcription of sales calls, and may not be effective for all types of sales calls or personalities.
## Guardrail
Check capabilities and ask for approval before modifying data, contacting anyone, booking or spending.
## Starter request
TASK: Business Development Call Coach
MY SETUP
- Claude AI
- Transcription software
- Custom rubric
BEFORE STARTING
Confirm which files, information and permissions you can actually access. Ask me for essential missing details. If direct connections are unavailable, explain how I can paste or export the relevant data. Do not claim an integration is connected without checking.
WORKFLOW
1. Record and transcribe a sales call
2. Run the review skill to grade the call against the custom rubric
3. Use the prep skill to prepare for the next call with a tailored one-page card
EXPECTED RESULT
Improved business development calls with increased average scores across nine dimensions, and identification of patterns and areas for improvement.
LIMITATIONS
Requires consistent use and accurate transcription of sales calls, and may not be effective for all types of sales calls or personalities.
FIRST RUN
Use a small read-only sample and show me the result. Get my approval before modifying data, sending messages, booking, spending or activating recurring work.
## Source notes
Requires consistent use and accurate transcription of sales calls, and may not be effective for all types of sales calls or personalities. Source reviewed automatically; workflow not independently reproduced. Connection options require verification in your own agent.
## Stored structured recipe
{
"goal": "Business Development Call Coach",
"sources": [
"pasted text",
"uploaded file",
"exported CSV"
],
"access": "Claude AI; Transcription software; Custom rubric",
"trigger": "After a sales call",
"steps": [
"Record and transcribe a sales call",
"Run the review skill to grade the call against the custom rubric",
"Use the prep skill to prepare for the next call with a tailored one-page card"
],
"output": "Improved business development calls with increased average scores across nine dimensions, and identification of patterns and areas for improvement.",
"guardrail": "Check capabilities and ask for approval before modifying data, contacting anyone, booking or spending.",
"sourceNotes": "A personal AI coach that reviews and improves business development calls by grading them against a custom rubric and providing focus areas for improvement.",
"sourceStatus": "user-reported",
"generated": true
}
## Agent adaptations
Available IDs: dots, grok-bot, instinct, muse
### ChatGPT Dots (dots)
Status: Needs verification
Tested: false
## Requirements
- Claude AI
- Transcription software
- Custom rubric
## Connections
- pasted text
- uploaded file
- exported CSV
## Steps
- Record and transcribe a sales call
- Run the review skill to grade the call against the custom rubric
- Use the prep skill to prepare for the next call with a tailored one-page card
## Starter request
TASK: Business Development Call Coach
MY SETUP
- Claude AI
- Transcription software
- Custom rubric
BEFORE STARTING
Confirm which files, information and permissions you can actually access. Ask me for essential missing details. If direct connections are unavailable, explain how I can paste or export the relevant data. Do not claim an integration is connected without checking.
WORKFLOW
1. Record and transcribe a sales call
2. Run the review skill to grade the call against the custom rubric
3. Use the prep skill to prepare for the next call with a tailored one-page card
EXPECTED RESULT
Improved business development calls with increased average scores across nine dimensions, and identification of patterns and areas for improvement.
LIMITATIONS
Requires consistent use and accurate transcription of sales calls, and may not be effective for all types of sales calls or personalities.
FIRST RUN
Use a small read-only sample and show me the result. Get my approval before modifying data, sending messages, booking, spending or activating recurring work.
## Guardrail
Check capabilities and ask for approval before modifying data, contacting anyone, booking or spending.
## Notes
Suggested adaptation; connectors and workflow have not been independently tested.
### Grok Bot (grok-bot)
Status: Needs verification
Tested: false
## Requirements
- Claude AI
- Transcription software
- Custom rubric
## Connections
- pasted text
- uploaded file
- exported CSV
## Steps
- Record and transcribe a sales call
- Run the review skill to grade the call against the custom rubric
- Use the prep skill to prepare for the next call with a tailored one-page card
## Starter request
TASK: Business Development Call Coach
MY SETUP
- Claude AI
- Transcription software
- Custom rubric
BEFORE STARTING
Confirm which files, information and permissions you can actually access. Ask me for essential missing details. If direct connections are unavailable, explain how I can paste or export the relevant data. Do not claim an integration is connected without checking.
WORKFLOW
1. Record and transcribe a sales call
2. Run the review skill to grade the call against the custom rubric
3. Use the prep skill to prepare for the next call with a tailored one-page card
EXPECTED RESULT
Improved business development calls with increased average scores across nine dimensions, and identification of patterns and areas for improvement.
LIMITATIONS
Requires consistent use and accurate transcription of sales calls, and may not be effective for all types of sales calls or personalities.
FIRST RUN
Use a small read-only sample and show me the result. Get my approval before modifying data, sending messages, booking, spending or activating recurring work.
## Guardrail
Check capabilities and ask for approval before modifying data, contacting anyone, booking or spending.
## Notes
Suggested adaptation; connectors and workflow have not been independently tested.
### Instinct (instinct)
Status: Needs verification
Tested: false
## Requirements
- Claude AI
- Transcription software
- Custom rubric
## Connections
- pasted text
- uploaded file
- exported CSV
## Steps
- Record and transcribe a sales call
- Run the review skill to grade the call against the custom rubric
- Use the prep skill to prepare for the next call with a tailored one-page card
## Starter request
TASK: Business Development Call Coach
MY SETUP
- Claude AI
- Transcription software
- Custom rubric
BEFORE STARTING
Confirm which files, information and permissions you can actually access. Ask me for essential missing details. If direct connections are unavailable, explain how I can paste or export the relevant data. Do not claim an integration is connected without checking.
WORKFLOW
1. Record and transcribe a sales call
2. Run the review skill to grade the call against the custom rubric
3. Use the prep skill to prepare for the next call with a tailored one-page card
EXPECTED RESULT
Improved business development calls with increased average scores across nine dimensions, and identification of patterns and areas for improvement.
LIMITATIONS
Requires consistent use and accurate transcription of sales calls, and may not be effective for all types of sales calls or personalities.
FIRST RUN
Use a small read-only sample and show me the result. Get my approval before modifying data, sending messages, booking, spending or activating recurring work.
## Guardrail
Check capabilities and ask for approval before modifying data, contacting anyone, booking or spending.
## Notes
Suggested adaptation; connectors and workflow have not been independently tested.
### Meta Muse (muse)
Status: Needs verification
Tested: false
## Requirements
- Claude AI
- Transcription software
- Custom rubric
## Connections
- pasted text
- uploaded file
- exported CSV
## Steps
- Record and transcribe a sales call
- Run the review skill to grade the call against the custom rubric
- Use the prep skill to prepare for the next call with a tailored one-page card
## Starter request
TASK: Business Development Call Coach
MY SETUP
- Claude AI
- Transcription software
- Custom rubric
BEFORE STARTING
Confirm which files, information and permissions you can actually access. Ask me for essential missing details. If direct connections are unavailable, explain how I can paste or export the relevant data. Do not claim an integration is connected without checking.
WORKFLOW
1. Record and transcribe a sales call
2. Run the review skill to grade the call against the custom rubric
3. Use the prep skill to prepare for the next call with a tailored one-page card
EXPECTED RESULT
Improved business development calls with increased average scores across nine dimensions, and identification of patterns and areas for improvement.
LIMITATIONS
Requires consistent use and accurate transcription of sales calls, and may not be effective for all types of sales calls or personalities.
FIRST RUN
Use a small read-only sample and show me the result. Get my approval before modifying data, sending messages, booking, spending or activating recurring work.
## Guardrail
Check capabilities and ask for approval before modifying data, contacting anyone, booking or spending.
## Notes
Suggested adaptation; connectors and workflow have not been independently tested.
## Complete JSON
https://agents.goodbot.guide/api/workflows/discovery-c07bf03e4eeb53f62371ff59