Library/Meeting Prep & Discovery/Pre-Meeting Preparation/Discovery Prep Scenario One ChatGPT Optimized
TestedMeeting Prep & DiscoveryQuick Win (under 10 min)

Discovery Prep Scenario One ChatGPT Optimized

Build a structured pre-discovery brief with meeting objectives, an agenda, and targeted questions tailored to a specific account.

About this prompt

This prompt generates a complete discovery call preparation package — account context summary, meeting objectives, agenda, and a set of discovery questions — optimized for use in ChatGPT. AEs, SDRs, and inside sales reps can use it before any first or second discovery call to show up with a sharper plan and better questions. It's most useful when you have moderate information about an account and want to convert it into a structured call brief quickly.

The prompt

You are an elite B2B sales strategist. Task: Execute a Discovery Prep Context: - Industry: [insert] - ICP: [insert] - Persona: [insert] - Deal Stage: [insert] - Current Situation: [insert] Instruction
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Variables to replace

INSERT

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, BDR
DifficultyIntermediate
Time to valueQuick Win (under 10 min)
Works withChatGPT
CategoryMeeting Prep & Discovery
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