Install with the knack CLI: knack pull @knack/call-analysis-framework — then it runs in Claude Code, Cursor, Codex, or any agent that reads the open Anthropic Skills format.
When to Use
- Reviewing discovery/diligence calls for coaching or inspection.
- Automating scorecards for enablement or QA teams.
- Prepping executive summaries of key customer conversations.
Framework
- Section Definition – intro, discovery, value, objection handling, next steps (customizable).
- Scoring Rubric – 1-5 scale with observable behaviors for each section.
- Signal Tags – categorize quotes (pain, metrics, stakeholders, commitments, risks).
- Insight Summaries – auto-generate “what went well” vs “improve” lists with evidence.
- Action Routing – push tasks to CRM, assign coaching drills, or escalate to leadership.
Templates
- Call analysis worksheet (scores, notes, quotes, actions).
- Highlight reel brief with timestamp, quote, takeaway.
- Manager inspection summary ready for pipeline reviews.
Tips
- Keep rubric consistent across teams to enable benchmarking.
- Capture 2-3 verbatim quotes per section for credibility.
- Pair with
meddic-checklist when evaluating qualification coverage.