---
title: "Extract Insights Output Template"
type: reference
parent-skill: extract-insights
lifecycle: canonical
tags: [extract-insights, output-template]
---

# Extract Insights Output Template

## File Location

Save to: `content/insights/YYYY-MM-DD-[topic].md`

## Template

```markdown
---
title: "Insights: [Meeting/Call Topic]"
date: YYYY-MM-DD
type: meeting-insights
source: "[path to transcript file]"
participants: [list of names]
tags: [relevant tags]
---

# [Meeting/Call Topic]

**Source:** [path to transcript]
**Date of call:** YYYY-MM-DD
**Extracted:** YYYY-MM-DD

---

## Participants

| Name | Company | Role | Disposition |
|------|---------|------|-------------|
| [Name] | [Company] | [Title/Role] | Buyer / Seller / Advisor / etc. |

---

## Pain Points

1. **[Specific pain point]**
   Quote: "[exact quote from transcript]"

2. **[Another pain point]**
   Quote: "[exact quote]"

---

## Buying Triggers

1. **[Trigger]** — [why this creates urgency]
   Evidence: "[quote or reference]"

---

## Objections

1. **[Concern raised]** — [context: when/why mentioned]
   Quote: "[exact quote]"

---

## Opportunities

1. **[What you could do]** — [reasoning based on what was said]

---

## Competitive Intel

| Competitor/Tool | Context | Sentiment |
|----------------|---------|-----------|
| [Name] | [How it came up] | Positive / Negative / Neutral / Evaluating |

*Only include what was explicitly mentioned on the call.*

---

## Decision Criteria & Timeline

- **Decision maker:** [Name, title]
- **Influencers:** [Names]
- **Blockers:** [If any identified]
- **Evaluation criteria:** [What matters most — speed, cost, expertise, etc.]
- **Timeline:** [When they need to decide / start]
- **Budget:** [Any numbers or ranges mentioned]
- **Process:** [Proposal needed? Board approval? Legal?]

---

## Next Steps & Action Items

| Action | Owner | Deadline |
|--------|-------|----------|
| [What needs to happen] | [Who] | [By when] |

---

## Follow-Up Email Draft

*Include only if this was a sales/business development conversation.*

**To:** [Recipient]
**Subject:** [Subject line]

[Email body — reference specifics from the call, state commitments, confirm next meeting]

---

## Content Ideas

- **LinkedIn post:** [Specific angle from this conversation]
- **LinkedIn post:** [Another angle]
- **Article/blog:** [If applicable]
```

## Quality Criteria

**Good pain point:** "We lose 30% of calls after 5pm" — Quote: "After five o'clock, those calls just go to voicemail."
**Bad pain point:** "Communication is hard"

**Good competitive intel:** "Currently using ZoomInfo but coverage gaps on compliance officer titles" — Quote: "ZoomInfo just doesn't have the compliance people."
**Bad competitive intel:** "They probably use Salesforce" (inferred, not stated)

Every section must be grounded in what was actually said on the call. If a section has no relevant content, write "None identified" rather than fabricating entries.