Library/Outreach & Messaging/Email Rewriting & Optimization/Build a Discovery Call Guide for a Specific Product and Persona
TestedOutreach & MessagingQuick Win (under 10 min)

Build a Discovery Call Guide for a Specific Product and Persona

Builds a discovery call guide: pre-call checklist, credibility opening, ten themed questions and a follow-up plan.

About this prompt

This prompt produces a complete discovery call guide for AEs tailored to a specific product and buyer persona — including a pre-call research checklist, an opening that builds credibility without pitching, ten deep discovery questions organized by theme, and a post-call follow-up framework. Use it when preparing for discovery calls with a new persona or entering a new segment where your current question bank needs to go deeper.Generic discovery question banks produce generic discovery conversations. This prompt generates a guide built specifically for your product and persona combination, so the questions are calibrated to the problems that actually matter to that buyer. Fill in PRODUCT with your specific solution — 'revenue intelligence platform for mid-market SaaS' beats 'sales software' — and PERSONA OR ROLE with the specific function and seniority level you're selling to. The output includes a pre-call research checklist that goes beyond LinkedIn stalking, an opening structure that establishes relevance without triggering the 'I see this is a sales call' shutdown, ten discovery questions organized across five themes (current state, pain identification, business impact, priority and urgency, buying process), and a post-call follow-up framework that moves the deal forward. Use this prompt when prepping for a new persona or segment; for a persona you know deeply, it's more useful as a quality check on your existing question bank than as a blank-sheet exercise.

The prompt

Act as a sales enablement lead and produce a complete discovery call guide tailored to the product and buyer persona below. Context: ● Product: [PRODUCT] ● Persona or role: [PERSONA OR ROLE] ● Target
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Variables to replace

PRODUCT|PERSONA OR ROLE|TARGET SEGMENT|CALL LENGTH|KNOWN PERSONA PRIORITIES

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

StageProspecting
SeatSDR, BDR, AE
DifficultyIntermediate
Time to valueQuick Win (under 10 min)
Works withAI-Agnostic
CategoryOutreach & Messaging
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