Library/Meeting Prep & Discovery/Discovery Question Design/Generate Technical Discovery Questions for SE Validation
TestedMeeting Prep & DiscoveryQuick Win (under 10 min)

Generate Technical Discovery Questions for SE Validation

Generate diagnostic technical questions for a solutions engineer to run a structured technical validation call with IT

About this prompt

This prompt generates open-ended, diagnostic technical discovery questions for a solutions engineer, sales engineer, or solutions architect to use during a technical validation call. Questions cover environment, integration requirements, security and compliance, performance expectations, implementation constraints, and success definition. Use it when preparing for a technical call with an IT director, CTO, or lead developer who will evaluate your solution's fit in their stack.Technical validation calls often go sideways when the SE doesn't have structured questions ready and lets the prospect drive the agenda into areas that aren't relevant to close. This prompt generates 2-3 open-ended, diagnostic questions per category to keep the call on track and surface the information needed to scope and qualify the deal. Fill in [SOLUTIONS ENGINEER / SALES ENGINEER / SOLUTIONS ARCHITECT] with the specific role running the call, [TITLE: IT Director / CTO / Lead Developer] with the prospect stakeholder you're meeting, [COMPANY] with the account name, and [YOUR SOLUTION] with what you're evaluating. The [YOUR SOLUTION] variable shapes the integration and performance questions most directly — a vague description produces generic questions while a specific product description produces questions calibrated to your actual technical landscape. Use this prompt when the SE is going in solo or without a full call brief; for more complex multi-stakeholder technical evaluations, pair it with a stakeholder mapping exercise first. For best results, include any known technical context in [COMPANY] — stack, cloud environment, known constraints — to push the questions from generic to account-specific.

The prompt

Generate a set of technical discovery questions for a [SOLUTIONS ENGINEER / SALES ENGINEER / SOLUTIONS ARCHITECT] to ask during a technical validation call with [TITLE: IT Director / CTO / Lead Develo
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Variables to replace

SOLUTIONS ENGINEER / SALES ENGINEER / SOLUTIONS ARCHITECT|TITLE: IT DIRECTOR / CTO / LEAD DEVELOPER|COMPANY|YOUR SOLUTION

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

StageEvaluation
SeatSales Engineer, AE
DifficultyIntermediate
Time to valueQuick Win (under 10 min)
Works withAI-Agnostic
CategoryMeeting Prep & Discovery
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