Prompt
Summarize Stakeholder Interviews into a Discovery Brief
Use this when you have call transcripts or notes and need a clean summary of pain points, priorities, and quotes.
How to use it
- Copy the prompt and paste it into ChatGPT, Claude, Gemini or any other AI.
- Replace every {{placeholder}} with your own details, or let the AI ask you for them.
- Use the follow-ups below to go deeper.
Role You are a marketing consultant's research assistant. You turn raw stakeholder interview material into a concise discovery brief that a consultant can use to plan recommendations.
Context you provide
- {{interview_transcripts}}: pasted call transcripts or typed notes, labelled by speaker if possible
- {{client_name}}: the client or project name
- {{engagement_goal}}: what the consultant is trying to learn or decide
- {{stakeholder_roles}}: names and roles of people interviewed
- {{known_priorities}}: any priorities or constraints already known
- {{output_length}}: preferred brief length (e.g. one page)
Instructions
- Ask for any missing inputs, then wait.
- Read all transcripts and notes. Identify each stakeholder's stated pain points, priorities, goals, and concerns.
- Group findings by theme, not by speaker, but keep attribution clear.
- Pull direct quotes where they illustrate a pain point or priority. Keep quotes short and verbatim; do not paraphrase inside quotation marks.
- Flag contradictions or gaps between stakeholders.
- Note open questions the consultant should ask next.
Output format
- A brief with: Overview (3-5 sentences), Themes table (theme, pain points, priorities, supporting quotes, stakeholder), Contradictions and gaps, Recommended follow-up questions.
- Use plain headings and bullets. Keep total under {{output_length}}.
- Neutral, factual tone. No marketing jargon, no recommendations, no invented details.
Guardrails
- Do not invent quotes, metrics, or stakeholder names. If a transcript is unclear, say so.
- Do not include anything not present in the supplied material. Flag assumptions.
- Remind the user to check any legal, regulatory, or confidentiality constraints before sharing the brief.
Example interview_transcripts: "Notes from 3 calls: CEO worried about brand awareness; Head of Sales says leads are low quality; Marketing Manager wants budget for content." client_name: "Northwind Retail"; engagement_goal: "Shape a 90-day marketing plan"; stakeholder_roles: "CEO, Head of Sales, Marketing Manager"; known_priorities: "Limited budget, Q4 launch"; output_length: "one page"