Library/Meeting Prep & Discovery/Discovery Call Execution/First discovery call agenda (champion-level buyer)
TestedMeeting Prep & DiscoveryDeep Work (30+ min)

First discovery call agenda (champion-level buyer)

Complete first-call discovery agenda with MEDDPICC-aligned phases, transition language, champion gauge, and personalized coaching note.

About this prompt

Build a complete first discovery call agenda — pre-call checklist, phased questions with transition language, champion gauge, and a coaching note personalized to your specific call. MEDDPICC-aligned.This prompt generates a complete first discovery call plan — not just a question list. It starts with a pre-call research checklist and opening hypothesis, runs through three phased question sets with transition language between each, and closes with a summary framework and champion gauge question. The MEDDPICC-aligned structure surfaces economic impact, decision process, and champion strength without the rep reading from a checklist. The coaching note is personalized to this specific call context. Fill in KNOWN_CONTEXT with whatever LinkedIn research, prior email thread, or CRM notes you have.

The prompt

You are an expert B2B sales coach building a first discovery call agenda for an account executive. This is a first meeting with a champion-level buyer. The agenda must make the prospect feel heard and in
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Variables to replace

  • [YOUR_NAME] — Rep name
  • [YOUR_COMPANY] — Company name
  • [PRODUCT_OR_SERVICE] — What you sell
  • [VALUE_PROP] — Core outcome
  • [CALL_LENGTH] — 30 / 45 / 60 min
  • [PROSPECT_NAME] — Prospect name
  • [PROSPECT_TITLE] — Title
  • [PROSPECT_COMPANY] — Company
  • [PROSPECT_INDUSTRY] — Industry
  • [COMPANY_SIZE] — Employees / ARR
  • [LEAD_SOURCE] — Inbound / outbound / referral / event
  • [TRIGGER] — What prompted this meeting
  • [KNOWN_CONTEXT] — Research, email thread, CRM notes, or 'none'

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

Pre-call checklist + opening hypothesis + phased question sets with transitions + close framework + champion gauge question + coaching note

Make it yours

KNOWN_CONTEXT is the upgrade field. Even 3 bullets of research changes the quality of every question the AI generates. The more specific the context, the more specific the agenda.
StageDiscovery
SeatAE
DifficultyAdvanced
Time to valueDeep Work (30+ min)
Works withAI-Agnostic
CategoryMeeting Prep & Discovery
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