Library/Meeting Prep & Discovery/Pre-Meeting Preparation/Design a 30-Minute First Discovery Call Agenda
TestedMeeting Prep & DiscoverySame-Day Use (under 30 min)

Design a 30-Minute First Discovery Call Agenda

Generate a time-boxed first-call agenda that builds trust, uncovers pain, qualifies the deal, and locks a next step.

About this prompt

This prompt helps AEs and SDRs design a 30-minute agenda for a first discovery call, with minute-level time allocations across a trust-building open, pain discovery, qualification, and a next-step ask. It includes facilitator notes on key questions and transitions per segment. Use it before a first meeting when you want a tight structure that still leaves room to uncover business pain.First discovery calls run long, drift, or end without a committed next step when the rep walks in without a time-boxed plan. This prompt produces a 30-minute agenda with minutes allocated per section, covering the trust-building open, pain discovery, qualification, and a clear next-step ask, plus facilitator notes on the questions and transitions that hold each segment together. Provide the [OFFER], the buyer [PERSONA OR ATTENDEES], and [WHAT YOU ALREADY KNOW] going in. Unlike a standalone question bank, this is a single-meeting run-of-show — use it to structure one specific first call, not to build a reusable library. The better your [WHAT YOU ALREADY KNOW] detail, the more the agenda skips ground you've already covered and focuses the time where it matters. A practical tip: ask for the CRM debrief note so you know exactly what to capture right after the call while it's fresh.

The prompt

You are an expert B2B sales strategist helping a [SALES ROLE, e.g. AE] design a first discovery call agenda. CONTEXT TO FILL IN - Offer: [OFFER] - Buyer persona / attendees: [PERSONA OR ATTENDEES] - K
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Variables to replace

SALES ROLE, E.G. AE | OFFER | PERSONA OR ATTENDEES | WHAT YOU ALREADY KNOW

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,SDR
DifficultyBasic
Time to valueSame-Day Use (under 30 min)
Works withAI-Agnostic
CategoryMeeting Prep & Discovery
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