Over the last 18 months I’ve given over 222 one-to-one or group coaching sessions to my clients.
With it coming up to Christmas and the New Year, I’m taking this time to reflect and brush up on my knowledge.
And where is most knowledge trapped?
Transcripts.
Most people underestimate how powerful a transcript can be (even if it’s only 15 minutes).
Not just for having AI suggest next actions.
But, to pull out information you can use to:
Create content
Come up with new business ideas
Convert into course / educational material
Improve the quality of your conversations / meetings
Below, I’ll show you the prompt I used within NotebookLM to pull out key information from my 222 coaching transcripts over the past 18 months.
Plus, at the end, I’ll include the goodies, resources, methods, tactics and tips it spat out that you can steal.
Analysing 222 Files
3 years ago this would have been impossible.
(at least impossible so quickly)
But, within 3 minutes, I’ve just uploaded 222 files to NotebookLM, and using a simple prompt, got a complete breakdown of the key information spread across all sections.
Step 1
And add your documents to the sources.
Adding Documents to NotebookLM
Step 2
Use a prompt like this:
I want you to review the transcripts and pull out a comprehensive list of the following information:
1. Common Challenges
2. Ambitions / Goals
3. Tools and Tactics Given
4. Step by Step Frameworks / Methodologies
5. Resources (e.g Books, Podcasts, People_
6. Profound Quotes
7. Anecdotes and Stories
Step 3
Review the data (you’ll see you get a direct source reference)
NotebookLM Analysis + Source
Step 4
Save the text notes it creates, or generate:
Audio overviews
Video overviews
Mind Maps
Reports
Flashcards
Quizes
Infographics (My favourite)
Slide Decks
Data Tables
IMPORTANT - When you come out of the conversation, NotebookLM will not remember your history, so make sure to save everything you want to keep as notes.
Here’s some infographics it generated from my data.
The Coach’s Playbook
NotebookLM Infographic 1
The High-Performer’s Playbook
NotebookLM Infographic 2
The Output from 222 Coaching Transcripts
Here’s what it generated from my transcripts, that you can take away.
In the interests confidentiality, I’ve removed challenges and goals.
—
Tools and Tactics Given
Transcription Tools: Using Krisp or Teams for auto-transcription to allow full focus on the conversation rather than note-taking.
AI Assistants: Leveraging Copilot or ChatGPT for sentiment analysis, drafting Standard Operating Procedures (SOPs), and summarizing meeting transcripts.
Video Outreach: Using Loom for personalized prospect introductions and "walking through" documents to build trust and reciprocity.
Lead Enrichment: Utilizing Clay, ZoomInfo, and Sales Navigator to identify "triggers" like job changes, funding, or intent data.
Writing Clarity: Applying the Hemingway App to ensure sales emails are written at a grade 4 or 5 reading level to improve accessibility.
Strategic Follow-up: The "Follow the Heat" methodology, which prioritizes leads based on their level of active engagement and intent.
Insights and Guidance Provided
Sell the Transformation: Do not sell the "product" or "features"; sell the bright, shiny future and the resolution of current pain.
Clarity Wins: People want to understand exactly what the next step is. Complexity and "fluff" act as a "foggy window" that blocks the prospect from seeing the outcome.
Controlled Momentum: Maintain control by always securing a micro-commitment (a date and time for the next call) before ending any interaction.
Authority and Confidence: Acting as a "guide" or "consultant" rather than a "puppy dog" who is eager to please; this involves being comfortable asking awkward questions.
Administrative Boundaries: Set strict "golden hours" for deep work and avoid letting "non-urgent" internal requests or emails hijack the morning.
Step by Step Frameworks / Methodologies
MEDDIC/MEDDPICC: Used for qualification (Metrics, Economic Buyer, Decision Criteria, Decision Process, Identify Pain, Champion).
AIDA: (Attention, Interest, Desire, Action) for structuring content and outreach.
ESSA Method: A productivity framework: Eliminate the unnecessary, Simplify the complex, Standardize the steps, and Automate the routine.
Value Equation: A formula for an irresistible offer: (Dream Outcome × Perceived Likelihood) / (Time Delay × Effort & Sacrifice).
The "One Thing": Identifying the single task that, by doing it, makes everything else easier or irrelevant.
Problem-Agitate-Solve (PAS): A copywriting framework for emails and social media posts.
Resources (e.g., Books, Podcasts, People)
Books:
The Lost Art of Closing by Anthony Iannarino.
The Almanac of Naval Ravikant by Eric Jorgenson.
Atomic Habits by James Clear.
Made to Stick by Chip and Dan Heath.
The Challenger Sale by Matthew Dixon and Brent Adamson.
Rejection Proof by Jia Jiang.
Podcasts:
Modern Wisdom with Chris Williamson.
Diary of a CEO with Steven Bartlett.
The Salesman Podcast with Will Barron.
Influential Figures: Alex Hormozi (business strategy), Naval Ravikant (mindset), Justin Welsh (solopreneurship), and Dan Koe (creative systems).
Profound Quotes
"Sales isn't something you do to people, it's something you do for and with people."
"Rest is part of the work."
"Don't niche by topic, niche by transformation."
"You can't fill a cup that is already full."
"The best cure for anxiety is action."
"Whatever gets measured, gets managed."
"You lose the game when you drop the ball [on a commitment]."
Anecdotes and Stories
The Burner Phone: A story of a salesperson who sent a burner phone via FedEx to a prospect and called it the moment it was signed for to bypass the gatekeeper.
The Xerox Salesman: A junior rep was found meticulously building his list while his manager pointed out that actual prospects were walking past the window—the lesson being to prioritize "doing" over "planning".
The Rolls-Royce Guide: An expert won a deal not by pitching his product, but by walking the prospect around a trade show and acting as an unbiased guide for their entire selection process.
The Sider Outcome: A deal was won when a prospect realized that the real "thing" they were buying wasn't a system, but the ability to bring outsourced accounting in-house and save significant money.
Analogy: Managing a sales pipeline without a strict process is like trying to sail a ship without a compass; you might exert a tremendous amount of effort rowing, but without consistent course corrections and a clear destination, you will likely find yourself drifting in circles, exhausted and no closer to the shore.
Your Next Move
You would not believe how much knowledge is trapped in your head.
You would not believe how much insight is trapped in a transcript.
So from now on (if you’re not doing it)
Record all of your meetings (with permission)
Use tools like NotebookLM for mass data analysis.
Use that insight to move your life (and your business) forward
And, for my automated custom meeting transcript process (that isn’t standard ‘next tasks’ AI garbage) check out my course ‘The 2-Hour Automator’ for free here.
No newsletter next week.
Speak in the New Year.
Until then, all the best to you and yours. Happy Christmas
Adam