Library/Meeting Prep & Discovery/Discovery Question Design/Budget Discovery Enterprise Coach Framework
TestedMeeting Prep & DiscoveryQuick Win (under 10 min)

Budget Discovery Enterprise Coach Framework

Generate a structured set of budget discovery questions and a coaching framework for navigating financial conversations in enterprise.

About this prompt

This prompt builds a budget discovery framework designed for enterprise sales cycles, including structured questions to uncover budget availability, approval processes, and financial decision-making authority. It's built for AEs and SEs working complex deals where budget is rarely straightforward and understanding the buying process is as important as the number itself. Use it during discovery when you need to qualify financial viability without damaging rapport with your champion.

The prompt

You are an enterprise discovery coach. Task: Build a budget discovery for a complex B2B opportunity. Inputs: - Industry: [INDUSTRY] - Persona: [TITLE] - Current state: [CURRENT STATE] - Desired outcom
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Variables to replace

INDUSTRY | TITLE | CURRENT STATE | DESIRED FUTURE STATE | SOLUTION AREA | BLOCKERS

How to run it

  1. Copy the prompt and paste it into Claude, ChatGPT, Gemini, or Copilot — it's tuned to run in any of them.
  2. Replace the variables — swap each bracketed token for your deal's specifics. The variables list above explains every field.
  3. Make it yours — run it, keep what's strong, and tighten your inputs on the next pass. The prompt improves with your context.

What good output looks like

Make it yours

StageDiscovery
SeatAE, Sales Manager
DifficultyAdvanced
Time to valueQuick Win (under 10 min)
Works withAI-Agnostic
CategoryMeeting Prep & Discovery
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