Library/Meeting Prep & Discovery/Discovery Question Design/Prep a Discovery Call from Scratch
TestedMeeting Prep & DiscoveryQuick Win (under 10 min)

Prep a Discovery Call from Scratch

Builds a tailored discovery call plan — research brief, role-specific questions, and a close — from five basic inputs.

About this prompt

Generates a focused pre-call prep package for an AE heading into a first discovery meeting with limited prior account knowledge. Takes the prospect's name, role, company, industry, and your solution and produces recent news highlights, pain indicators, strategic priorities, tailored discovery questions, and a call agenda with a clear next-step close. Use it when you have a meeting booked but haven't done deep account research yet.When a discovery meeting lands on your calendar with two days' notice, you need a fast way to get up to speed without spending three hours on LinkedIn and news searches. This prompt takes five inputs — [PROSPECT], [ROLE], [COMPANY], [INDUSTRY], and [YOUR SOLUTION] — and produces a structured call plan: recent news and signals worth referencing, pain indicators likely for this role and industry, discovery questions ranked by what matters most to this buyer type, a call agenda, and a recommended next-step ask. The questions are mapped to role priorities, not generic discovery lists, so a VP of Sales gets different questions than a VP of IT. Use this over the more detailed prep prompt (0003) when you're working with limited prior intel and need to build context, not organize it. The more specific your product context, the sharper the pain hypotheses.

The prompt

Create a discovery call framework for my sales team. Context: ● Product: [WHAT YOU SELL] ● ICP: [IDEAL CUSTOMER] ● Average deal size: [ACV] ● Sales cycle: [LENGTH] ● Qualification criteria: [BANT / ME
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Variables to replace

WHAT YOU SELL|IDEAL CUSTOMER|ACV|LENGTH|BANT / MEDDPICC / ETC.

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