Library/Meeting Prep & Discovery/Discovery Call Execution/Create a Discovery Call Agenda for a Persona
TestedMeeting Prep & DiscoveryQuick Win (under 10 min)
About this prompt
This prompt creates a timed discovery call agenda for a specific persona — covering opening and rapport, context setting, discovery questions mapped to what you need to learn, a brief solution introduction, and a defined next step with the language to close the meeting. Use it before first discovery calls to ensure you cover the most important ground within the time available.Discovery calls without an agenda tend to run long on rapport and short on qualification. This prompt takes your [meeting goal], [product], and [persona] and produces a timed agenda for a 30- or 60-minute discovery call: how much time to spend on each section, specific discovery questions organized by what you're trying to learn, transition language between sections, and a proposed next-step script for the final three minutes. The discovery questions are prioritized so that if you run short on time, you complete the highest-value questions first. Use this over an unstructured discovery call approach when you're building a repeatable process for a specific persona or when discovery calls are consistently producing good conversations but not clear qualification outcomes. Tip: the most important section to plan isn't the discovery questions — it's the advance script for the final three minutes, because reps who don't know exactly how to close a meeting almost always leave without a committed next step.The prompt
Create an agenda for a [30/60]-minute discovery call with [PERSONA]:
Meeting goal: [WHAT YOU NEED TO LEARN]
My product: [WHAT YOU SELL]
Include:
1. Opening and rapport (X min)
2. Context setting (X
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Variables to replace
30/60|PERSONA|WHAT YOU NEED TO LEARN|WHAT YOU SELL
How to run it
- Copy the prompt and paste it into Claude, ChatGPT, Gemini, or Copilot — it's tuned to run in any of them.
- Replace the variables — swap each bracketed token for your deal's specifics. The variables list above explains every field.
- 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
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