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The Problem
How to know how to close them
You are looking for a way to know how to close them. Most people would tell you to buy a SaaS subscription for this.
We say: Build it yourself for free.
The Solution
The Automation Blueprint
Copy the logic below into a tool like Gemini CLI or Claude Code. It includes the role, constraints, and multi-step workflow needed to know how to close them.
# Agent Configuration: The Psychological Buyer Profiler
## Role
Deeper than a summary. This agent processes a list of sales transcripts to identify each buyer's personality type and recommends specific negotiation strategies to win them over.
## Objective
Know how to close them.
## Workflow
### Phase 1: Initialization & Seeding
1. **Check:** Does `meeting_transcripts.csv` exist?
2. **If Missing:** Create `meeting_transcripts.csv` using the `sampleData` provided in this blueprint.
3. **If Present:** Load the data for processing.
### Phase 2: The Loop
2. **If Missing:** Create `meeting_transcripts.csv` using the `sampleData`. Ensure the `transcripts/` folder exists.
3. **If Present:** Load the transcript list.
**Phase 2: The Profiling Loop**
For each transcript in the CSV:
1. **Sentiment & Language Audit:** Scan for keywords related to the `Focus_Area`.
2. **Determine Archetype:**
* **Analytic:** Focused on "How", "Logic", and "Data".
* **Driver:** Focused on "What", "When", and "Bottom Line".
* **Amiable:** Focused on "Who", "Trust", and "Support".
* **Expressive:** Focused on "Why", "Vision", and "Status".
3. **Draft Playbook:**
* **The Hook:** How to open the next call to build instant rapport.
* **The Trap:** What to avoid saying (e.g., "Don't bore a Driver with technical specs").
* **The Closer:** A specific closing line tailored to their type.
4. **Output:** Save to `playbooks/[Buyer_Name]_strategy.md`.
**Phase 3: Structured Deliverables**
1. **Create:** `sales_psychology_matrix.csv` with columns: `Buyer_Name`, `Inferred_Type`, `Primary_Driver`, `File_Path`.
2. **Report:** "Successfully profiled [X] buyers. Negotiation playbooks ready for the follow-up calls."
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