This early-stage exploration breaks down the Smart Call Funnels challenge, pinpointing where reps get stuck and how to support them in real-time. It outlines directional ideas, such as interactive playbooks, shaped through product thinking and user-centered reasoning.

This is not a full-scale professional PRD. It's a lightweight version created to demonstrate my product thinking, problem-solving approach, and how I apply research, strategy, and design to explore complex challenges.

1. Problem Space

At what point in the conversation do my reps get stuck? What are the toughest questions that we need to address?

Sales reps often lose momentum during critical parts of live calls. These “stuck moments” — where reps hesitate, deflect, or stall — lead to lost deals, missed discovery opportunities, and breakdowns in trust. However, these moments are difficult to detect, vary by rep and call style, and lack contextual support.

We need to understand, at scale and in context, where reps get stuck, why it happens, and how to best support them — without creating prompt fatigue or disrupting the call flow. And once we detect those moments, we must deliver solutions that help reps recover confidently and keep the conversation moving forward.

2. Goals & Objectives

Short-term:

Long-term: