Library/Meeting Prep & Discovery/Pre-Meeting Preparation/Create a Discovery Call Prep Brief for a Named Prospect
TestedMeeting Prep & DiscoveryQuick Win (under 10 min)
About this prompt
This prompt builds a complete prep brief for a discovery call with a specific person — covering their role and likely priorities, company context and relevant news, meeting goals, tailored discovery questions, and the advance you're aiming for to make the call successful. Use it before every first discovery call where the prospect has accepted a meeting.Walking into a discovery call without a prep brief means spending the first five minutes asking questions you could have answered in advance — time you could have used to ask something a competitor wouldn't. This prompt takes [person name, title, and company] and produces a brief covering: what you know about their role and what they'd respond to based on title and industry, current company context including any relevant news or signals, your meeting goals and the single most important thing you need to learn, five discovery questions tailored to their specific context, and the explicit advance you'll aim for at the end of the call. Use this over a generic discovery question list when you have a specific prospect with context available and want to arrive with a hypothesis rather than a script. Tip: the advance definition is the highest-leverage section — write it before you write your discovery questions, then verify that your questions are designed to give you the information you need to make that advance ask confidently.The prompt
I have a discovery call with [PERSON], [TITLE] at [COMPANY].
Create a prep brief:
1. ABOUT THEM
- Role scope and priorities
- Recent LinkedIn activity
- Career background relevant to my pitch
2. AB
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Variables to replace
PERSON|TITLE|COMPANY|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
Make it yours
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