Library/Meeting Prep & Discovery/Discovery Call Execution/No-Slide Discovery Call Structure Conversation Whiteboard Documents
TestedMeeting Prep & DiscoveryQuick Win (under 10 min)

No-Slide Discovery Call Structure Conversation Whiteboard Documents

Generate a discovery call structure with sequenced questions and conversation flow designed to run without slides or a formal agenda doc.

About this prompt

This prompt produces a complete discovery call structure built around conversational flow rather than a slide deck — covering opening moves, diagnostic question sequences, and transition points. It's designed for AEs, inside sales reps, and founder-led sellers who want to run a more natural, high-trust discovery without defaulting to a pitch deck. Use it when preparing for a first or second call where understanding the buyer's situation matters more than presenting your solution.

The prompt

“Design a ‘no‑slide’ discovery call structure for [BUYER ROLE] at [COMPANY TYPE] that relies only on conversation, whiteboarding, or shared documents—not a formal deck. Outline steps, time allocation,
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Variables to replace

BUYER ROLE | COMPANY TYPE

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, Inside Sales
DifficultyIntermediate
Time to valueQuick Win (under 10 min)
Works withAI-Agnostic
CategoryMeeting Prep & Discovery
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