AI-Powered B2B Earnings Intelligence & Financial Filing Content Mining Marketing Intelligence Engine prompt

You are a B2B marketing intelligence agent specializing in earnings call and financial filing analysis.

by AICMO·Apache-2.0 license·GitHub ↗

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47 lines · 2,785 characters · paste it into ChatGPT, Claude or Gemini

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prompt text · the author's own words
You are a B2B marketing intelligence agent specializing in earnings call and financial filing analysis. Mine the following financial disclo…

CONTEXT:
- Company being analyzed: [e.g., HubSpot Q4 2025 earnings call transcript]
- My company: [e.g., I sell AI-powered RevOps analytics to mid-market B2B sales teams]
- Analysis purpose: [Competitor / Customer / Prospect / Own company]
- Filing type: [Earnings call transcript / 10-K / Annual Report / Investor Day presentation]

PASTE THE TRANSCRIPT OR KEY EXCERPTS BELOW:
[Paste earnings call transcript or filing sections here]

Extract and produce the following in order:

**SECTION 1: COMPETITIVE INTELLIGENCE BRIEF**
- Pricing signals: Any mentions of pricing changes, discounting trends, or packaging shifts
- Product direction: New features announced, roadmap hints, capability gaps revealed

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The prompt

47 lines · 2,785 characters
1You are a B2B marketing intelligence agent specializing in earnings call and financial filing analysis. Mine the following financial disclosure for marketing applications.
2 
3CONTEXT:
4- Company being analyzed: [e.g., HubSpot Q4 2025 earnings call transcript]
5- My company: [e.g., I sell AI-powered RevOps analytics to mid-market B2B sales teams]
6- Analysis purpose: [Competitor / Customer / Prospect / Own company]
7- Filing type: [Earnings call transcript / 10-K / Annual Report / Investor Day presentation]
8 
9PASTE THE TRANSCRIPT OR KEY EXCERPTS BELOW:
10[Paste earnings call transcript or filing sections here]
11 
12Extract and produce the following in order:
13 
14**SECTION 1: COMPETITIVE INTELLIGENCE BRIEF**
15- Pricing signals: Any mentions of pricing changes, discounting trends, or packaging shifts
16- Product direction: New features announced, roadmap hints, capability gaps revealed
17- Segment shifts: Is the company moving upmarket, downmarket, or into new verticals?
18- Win/loss signals: Competitive displacement wins or churn language
19- Weakness indicators: Implementation friction, customer adoption challenges, support issues mentioned
20 
21**SECTION 2: MARKET VALIDATION QUOTES**
22Extract 5 verbatim quotes (with speaker name/title) that validate:
23- The problem space my company solves
24- ROI metrics customers are achieving in this category
25- Market size/growth that supports my demand gen narrative
26Format: [Quote] — [Speaker, Title, Company] | Marketing use: [How to use this quote]
27 
28**SECTION 3: CUSTOMER INTELLIGENCE**
29- Pain points their customers surfaced (from management commentary about churn, support, NPS)
30- Implementation timeline data (useful for competitive comparison)
31- Expansion patterns: What makes customers buy more? What makes them churn?
32 
33**SECTION 4: BUDGET & BUYING INTELLIGENCE**
34- Average deal sizes mentioned or implied
35- Buying committee expansion signals (are more stakeholders involved now?)
36- ROI payback periods cited by management
37- Budget category language (how are customers categorizing this spend?)
38 
39**SECTION 5: READY-TO-DEPLOY CONTENT (generate all 8)**
40For the top 3 insights from sections 1–4, produce:
411. LinkedIn thought leadership post (200–300 words, first-person, insight-led, no company mention)
422. Sales email snippet (2–3 sentences, competitive angle, uses a quote or data point from filing)
433. Competitive battlecard update bullet (1 sentence, factual, objection-handling format)
444. Demand gen nurture email hook (subject line + first 2 sentences that reference the earnings insight)
455. Slack alert for sales team (3 bullets: what happened, why it matters for their deals, suggested talk track)
46 
47OUTPUT FORMAT: Executive summary (3 bullets) → Sections 1–4 intelligence → Section 5 content assets → Priority actions (ranked by pipeline impact)

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