Library/Meeting Prep & Discovery/Pre-Meeting Preparation/Prepare a Pre-Call Research Brief and Agenda
TestedMeeting Prep & DiscoveryQuick Win (under 10 min)

Prepare a Pre-Call Research Brief and Agenda

Build a one-page company brief, ranked discovery questions, talk script, objections, and close ask before any call.

About this prompt

This prompt helps AEs and SDRs walk into a discovery, demo, or follow-up call with structured preparation rather than scrambled notes. Paste in any context you already have and it returns a company brief, prioritized questions, a natural talk script, objections to expect, and a recommended close ask. Use it any time you have 10–30 minutes before a call and want to show up with a plan.Pre-call prep is one of the highest-use activities in a sales cycle, yet most reps either skip it or default to a quick LinkedIn scan. This prompt takes your call type (discovery, demo, or follow-up), the prospect's company, the contact's name and title, and any existing notes, then builds a complete preparation package in one pass. Customize [DISCOVERY/DEMO/FOLLOW-UP] to match where you are in the cycle — the question set and close ask shift significantly based on stage. The company brief section pulls on public information about the prospect's industry, compliance posture, tech stack, and recent news, so feed it anything proprietary you already know to sharpen it further. Use this prompt before any meaningful call where the prospect outranks your daily contact or where the deal could move materially. For light warm touches or quick check-ins, the output is more than you need. The single best use is when you're inheriting a deal from another rep and need to get up to speed fast — paste in all prior notes and let it build a working hypothesis about where the deal stands.

The prompt

I have a [discovery/demo/follow-up] call with [COMPANY] in [TIMEFRAME]. The call is with [NAME, TITLE]. [Paste any partner notes, agenda, or context]. Research [COMPANY] deeply — industry, compliance
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Variables to replace

DISCOVERY/DEMO/FOLLOW-UP|COMPANY|TIMEFRAME|NAME, TITLE|PASTE ANY PARTNER NOTES, AGENDA, OR CONTEXT

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