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B2B discovery field manual

Prep the call, run the room, mine the transcript

Discovery is a process, not a meeting. These 50 prompts cover all three phases — the research before, the agenda during, and the synthesis after — so every first call ends as a qualified, mapped, multi-threaded deal.

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$19.99 one-time
Prompts
50 — complete list below
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All sales final — inspect the full contents and complete samples first

Thirty minutes booked, a deal at stake

The invite says thirty minutes, Thursday. What happens in that window depends almost entirely on what happens outside it: the pain hypothesis you built beforehand, the agenda you actually ran, and what you did with the transcript afterward. Most reps prepare in the lobby and synthesize never.

Each phase has its own failure. Walk in unprepared and you spend twenty minutes on questions their website answers. Run the call without structure and the buying committee never surfaces. Skip the synthesis and the CRM gets three vague lines while the MEDDPICC gaps stay invisible.

This pack is the operating manual for the whole loop. Prep prompts build briefs and hypotheses from what you know. Agenda prompts run first calls, second calls, technical rooms, and rescues. Synthesis prompts turn the raw transcript into stakeholder maps, scored frameworks, and the next meeting.

A discovery call without prep and synthesis is just a pleasant conversation.

Read 4 of the 50, in full

These are complete prompts from the pack, exactly as delivered — not excerpts. Judge the craft before you pay; the other 46 follow the same standard.

Fast, common taskSample 1 of 4

Prepare a Pre-Call Research Brief and Agenda

The two-minute version of prep: a one-page brief before any call.

Read the full prompt
I have a [discovery/demo/follow-up] call with [COMPANY] in [TIMEFRAME]. The call is with [NAME, TITLE]. [Paste any partner notes, agenda, or context]. Research [COMPANY] deeply — industry, compliance posture, tech stack, recent news. Then build me:
1. A one-page company brief with what matters for our conversation
2. 8-10 discovery questions ranked by priority, mapped to their likely pain points
3. A talking script I can follow on the call — natural, not robotic
4. 3 objections I should expect and how to handle each
5. A recommended close / next step ask for the end of the call
You supply

Company name, who you're meeting, and what you sell.

Built into the prompt

Compresses research, ranked questions, likely objections, and a close ask into one page — prep that fits between meetings.

What comes back

A single-page brief: company snapshot, ranked questions, objections, and the ask.

High-value taskSample 2 of 4

First discovery call agenda (champion-level buyer)

The flagship agenda: a complete first call planned end to end.

Read the full prompt
You are an expert B2B sales coach building a first discovery call agenda for an account executive. This is a first meeting with a champion-level buyer — not the economic buyer yet. The rep has 30–45 minutes.

The agenda must accomplish two things simultaneously: make the prospect feel heard and in control of the conversation, while giving the rep a structured path to qualify the opportunity fully. The best discovery call the prospect ever experienced felt like a great conversation — not an interrogation.

REP CONTEXTRep name: [YOUR_NAME]Company: [YOUR_COMPANY]Product/service: [PRODUCT_OR_SERVICE]Core value proposition: [VALUE_PROP]Call duration: [CALL_LENGTH]PROSPECT CONTEXTProspect name: [PROSPECT_NAME]Title: [PROSPECT_TITLE]Company: [PROSPECT_COMPANY]Industry: [PROSPECT_INDUSTRY]Company size: [COMPANY_SIZE]Lead source: [LEAD_SOURCE]What prompted this meeting: [TRIGGER]What the rep already knows: [KNOWN_CONTEXT — paste research, prior email, or LinkedIn intel. Write 'none' if blind]BUILD A COMPLETE FIRST DISCOVERY CALL AGENDA:

PRE-CALL SECTION3-bullet research checklist: what the rep must know before the call (specific to this prospect's role and company)One-sentence hypothesis: the specific business problem the rep believes this prospect hasCALL OPENING (First 3–5 minutes)Proposed opening statement: establishes agenda, confirms time, invites the prospect to add topicsAnchor question: sets the conversation tone and gets the prospect talking firstDISCOVERY PHASES

Phase 1 — Current State: 3 questions to map the current process, team, or environment relevant to your product's space. Transition to Phase 2: one natural bridging sentence.

Phase 2 — Pain and Impact: 4–5 questions to surface specific pain and quantify business impact. At least one must connect pain to a business metric. At least one must surface the emotional/personal impact on the champion themselves. Transition to Phase 3.

Phase 3 — Decision Landscape: 3–4 questions to understand who else is involved, how decisions get made, whether they're evaluating alternatives, and what success looks like in 90 days.

CALL CLOSE (Final 5 minutes)Rep summary framework: how to reflect back what was heard — not a pitch, a mirrorNext step language: specific ask grounded in what was just discussedChampion gauge question: one question to assess champion strength before hanging upOUTPUT FORMATPre-call checklist: [3 bullets]Opening hypothesis: [one sentence]Opening statement: [paragraph]Anchor question: [question]Phase 1 — Current State ([X] min): Questions + TransitionPhase 2 — Pain and Impact ([X] min): Questions + TransitionPhase 3 — Decision Landscape ([X] min): QuestionsClosing summary framework: [paragraph]Next step ask: [language]Champion gauge question: [question]Coaching note: [two sentences personalized to this specific call context]
You supply

Deal context, the champion-level buyer you're meeting, and your product's value story.

Built into the prompt

Phases the call with transition language, gauges champion potential live, and closes on a specific next step.

What comes back

A full first-call agenda with timings, phrasing, and a champion assessment.

Advanced useSample 3 of 4

Extract Deal Intelligence from Call Transcript

The synthesis engine: raw transcript in, deal intelligence out.

Read the full prompt
Act as my internal deal analyst. Attached is the transcript from my call with [COMPANY]. Extract everything the prospect said and produce:
1. Call summary (3-4 sentences — what happened and what matters)
2. Stakeholder map — who was mentioned, their role, sentiment, and influence
3. Key intelligence — direct quotes and insights that affect the deal
4. Current environment — what tools/vendors they use today
5. Red flags and green flags
6. MEDPICC scoring — rate each element and explain why
7. Confirmed next steps and who owns each one
8. Recommended strategy for the next 30 days
Focus on what THEY said, not what we said. I'll use this to build the Salesforce opportunity.
You supply

The pasted call transcript, plus what you already knew going in.

Built into the prompt

Extracts stakeholders, scores the framework, separates red flags from noise, and converts findings into ordered next steps.

What comes back

A structured deal brief — stakeholder map, framework read, risks, and actions — from one paste.

Context-heavy customizationSample 4 of 4

Build an Executive Pain Hypothesis Before a Senior Meeting

Maximum-context prep: a senior-level pain hypothesis for the executive room.

Read the full prompt
You are an executive sales advisor helping me prepare for a conversation with a senior leader.

Your job is to create a credible executive pain hypothesis that sounds like it belongs in a boardroom, not a product brochure.

CONTEXT

Company:
[Company]

Executive:
[Name and title]

Executive background:
[Paste bio, LinkedIn notes, previous companies, known priorities, public quotes, responsibilities]

Industry:
[Industry]

Current company context:
[Recent news, initiatives, financial pressure, compliance pressure, market pressure, transformation activity]

Solution I sell:
[Solution]

What we help customers achieve:
[Outcomes]

Known account notes:
[Notes]

YOUR TASK

Create a senior-level pain hypothesis for this executive.

The hypothesis must answer:
Why would this executive care, why now, what risk or business outcome is at stake, and what would make the conversation worth their time?

Build the analysis in layers:

1. Executive Mandate
Infer what this person is likely responsible for.
Include:
- Business outcomes they are measured on
- Risks they are accountable for
- Strategic initiatives they likely support
- Internal pressures from board, CEO, regulators, customers, or business units

2. Business Problem Hypothesis
Identify 3 possible problems this executive may care about.
For each:
- Problem statement in executive language
- Why it matters financially, operationally, strategically, or reputationally
- What could happen if it remains unsolved
- Who else inside the company would feel the pain
- How my solution may help
- Confidence rating

3. Urgency Analysis
Explain what could make this issue urgent now.
Do not manufacture urgency.
If urgency is unclear, give me the best way to test it.

4. Executive-Level Conversation Wedge
Create a point of view I could use to open a conversation.
It should be:
- Specific enough to be credible
- Broad enough for an executive
- Not product-first
- Not fearmongering
- Not a generic sales pitch

5. Language Translation
Translate my solution into the executive's language.
Do not use product jargon unless necessary.

6. Meeting Strategy
Recommend:
- How to open
- What to ask
- What not to ask
- What proof to bring
- What next step to seek
- How to avoid getting delegated too low too quickly

7. Risk of Being Wrong
List the assumptions that may be wrong and how to validate them quickly.

OUTPUT FORMAT

A. Executive Pain Hypothesis
One clear paragraph.

B. Why This Executive Might Care
Bullet list.

C. Top 3 Business Issues
For each:
- Hypothesis
- Evidence
- Business impact
- Personas involved
- Discovery question
- Proof needed

D. Opening Talk Track
Write a 45-second opening I can say live.

E. Executive Email
Write a short email under 125 words.
No hype.
No "checking in."
No generic ROI claims.
No fake familiarity.

F. Delegation Defense
Give me language to use if they try to immediately push me to someone lower before we establish business relevance.
You supply

Everything on the account — exec profile, strategy signals, org context, and your solution's angle.

Built into the prompt

Builds a defensible pain hypothesis, then arms it: talk track, executive email, and a defense against delegation.

What comes back

A C-suite conversation kit — hypothesis, talk track, email, and delegation counters.

Every one of the 50, by name

The complete contents index — what you see here is what downloads.

01

Before: know the account

10

Research briefs, executive intelligence, and pain hypotheses built before you dial in.

  1. Prepare a Complete Strategy Plan for a First Meeting
  2. Build an Executive Pain Hypothesis Before a Senior Meeting
  3. Prepare a Pre-Discovery Brief for an Upcoming Call
  4. Build a Target Account Research Brief
  5. Prepare for a C-Suite Executive Meeting
  6. Prepare a Pre-Call Research Brief and Agenda
  7. Enterprise Sales Prep Coach Call With Research
  8. Build a Buyer Intelligence Brief on Any Executive
  9. Map Non-Obvious Buyer Pain Before Discovery
  10. Discovery Prep Scenario One ChatGPT Optimized
02

Before: know the buyer

10

Personas, segments, value ammunition, stakeholder maps, and the objections coming.

  1. Map Buying Committee Stakeholders for an Active Deal
  2. Rank Territory Accounts for the Next 90 Days
  3. Objection Anticipation Response Framework
  4. Map Segment-Specific Value Across Outcomes Risks and Costs
  5. Score and Prioritize Inbound Leads by Buying Intent
  6. Build Buyer Persona Segments from Closed-Won Deal Data
  7. Build Four B2B Buyer Personas with Segment Model
  8. Turn Customer Pain Into Value Statements and Hooks
  9. Write 10 Outcome-Based Value Prop Variants for a Persona
  10. Build a Detailed Revenue Funnel with Metrics and Conversion
03

During: the standard calls

6

Agendas for first calls, second calls, and inbound requests — timed and phased.

  1. Strategic named account discovery agenda
  2. Inbound demo request first call agenda
  3. Second discovery call agenda (go deeper)
  4. First discovery call agenda (champion-level buyer)
  5. Build a Discovery Call Framework with Timed Sections
  6. Design a 30-Minute First Discovery Call Agenda
04

During: the special situations

6

Competitive bake-offs, technical buyers, committees, executive rooms, RFP rescues, re-entries.

  1. RFP rescue discovery agenda (late-stage entry)
  2. Stalled deal re-entry discovery agenda
  3. Competitive discovery agenda (active evaluation)
  4. Technical discovery agenda (IT / Security / Engineering buyer)
  5. Multi-stakeholder discovery agenda (buying committee)
  6. Executive sponsor discovery agenda (C-suite in the room)
05

During: pressure and depth

5

The questions that go below the surface and the pushback handled live.

  1. Diagnose and Respond to Any Sales Objection
  2. Build Discovery Questions to Expose the Current-State Gap
  3. Write Discovery Questions That Quantify Cost of Inaction
  4. Generate a 25-Question Discovery Bank by Persona
  5. Create SPIN Selling Questions for a Discovery Call
06

After: synthesize and advance

13

Transcripts into deal intelligence, frameworks scored, handoffs written, demos planned.

  1. Extract Deal Intelligence from Call Transcript
  2. Write a Post-Demo Follow-Up Email
  3. Build a Customized Demo Plan from Discovery Notes
  4. Extract MEDDPICC Deal Intelligence from a Call Transcript
  5. Diagnose a Live Deal's Path to Close
  6. Generate Gmail and Calendar Links for a Follow-Up Meeting
  7. MEDDIC Call Transcript Rate Elements Gaps Follow-Up Recommend Next Steps
  8. MEDDIC Scenario One ChatGPT Optimized
  9. Write a Qualified Lead Handoff Brief for the AE
  10. Script a Discovery-to-Demo Transition That Feels Tailored
  11. Generate Strategic Demo Questions for Buyer Self-Discovery
  12. Map and Rank Business Outcomes from Discovery Calls
  13. Plan a Discovery-Led Demo with Show, Skip, and Story Arc

How Promptifi vets a pack

Every prompt starts in Promptifi's live library of 2,900+ scored prompts. Each is graded on three dimensions, with a frontline SDR/AE fit check on top. The 50 in this pack were selected from the topical pool with a quality floor of 70 — no filler to round out a count.

Scored dimensionUsefulness

Would a working rep reach for this on a real deal?

Protects you from prompt-shaped filler that reads well and does nothing.

Scored dimensionCraft & lift

Does the prompt encode judgment — structure, constraints, decision logic?

Protects you from one-liners you could have typed yourself.

Scored dimensionClarity

Are the inputs explicit and the output shape predictable?

Protects you from vague prompts that need ten retries to land.

From context to customer-ready, in five moves

01

Pick the prompt

Find the task in the contents index.

02

Fill the brackets

Drop in your account, persona, and context.

03

Paste into your AI tool

ChatGPT, Claude, Gemini, or Copilot.

04

Judge and edit

You stay the editor — the output is a draft.

05

Ship it

Send, log, or present. Repeat tomorrow.

Promptifi supplies the prompts. The work happens in your own AI tool — nothing you paste ever passes through Promptifi, and nothing runs on your behalf.

Is this your pack?

Use this pack when

  • You run discovery weekly and want the whole loop systematized.
  • Your calls go fine but your notes and follow-through don't.
  • You sell into committees and need multi-stakeholder discovery structure.
  • You record calls and want the transcripts actually mined.

Choose another pack when

  • If what you need is the questions themselves — banks, frameworks, and sequences to pull from mid-call — the discovery questions pack is purpose-built for exactly that. 50 Discovery Question Prompts
  • If discovery is done and the deal is mid-flight, deal review is the inspection kit for what you found. 50 Deal Review Prompts

Before you buy

Why not just ask my AI to prep me for discovery?

Because vague requests produce vague prep. These 50 prompts carry full working structure — input handling, phased outputs, framework scoring — and come from Promptifi's 2,900+ scored library, each rated on Usefulness, Craft & Lift, and Clarity with a frontline AE fit check and a 70-point quality floor.

What is in the pack?

A PDF, all 50 prompts in full, organized by phase: two before-the-call chapters, three during-the-call chapters, and one after-the-call synthesis chapter.

What tools do I need?

Just your own AI — ChatGPT, Claude, Gemini, or Copilot. The prompts are plain text to paste in. Your transcripts and account data stay between you and your tool; nothing runs through Promptifi.

How customizable are they?

Every prompt uses [BRACKET] placeholders from a closed vocabulary — account, persona, deal stage, transcript. You fill the brackets, the prompt supplies the method.

How is it delivered? Do I need an account?

Instantly — the PDF is on the thank-you page the moment you pay, and the link repeats in your Stripe receipt email. No account is ever created; keep that email and you keep the file.

Subscription? Updates?

Neither. It is a one-time $19.99 purchase, and the downloaded file is the finished product — no update stream attached.

What about refunds?

All sales are final. The complete contents list and four full samples are published above precisely so you can evaluate the pack before buying.

Discovery questions pack or this one?

That pack drills the questions themselves — banks, frameworks, sequences. This one runs the operation around them: research briefs, executive hypotheses, agendas for ten call situations, and transcript mining. If your calls lack sharp questions, start there; if the process around the call is the gap, start here.

Run discovery like a process, not a meeting

Fifty prompts across prep, live calls, and synthesis — briefs, hypotheses, agendas for every room, and transcript mining — in a PDF that turns first conversations into mapped, qualified deals.

$19.99 one-time50 promptsInstant PDF downloadNo account neededCurated to close deals
Get the pack — $19.99