Library/Meeting Prep & Discovery/Discovery Question Design/Write Budget and Decision-Process Questions That Don't Feel
TestedMeeting Prep & DiscoveryQuick Win (under 10 min)
About this prompt
This prompt helps AEs, SDRs, and BDRs qualify budget and decision authority in discovery without triggering the prospect's defenses. It produces three conversational questions framed around investment priorities and approval processes, including one that surfaces additional stakeholders involved in the decision. Use it in mid-discovery when you need to understand the buying process without making the prospect feel like they're filling out a qualification form.Direct budget questions in discovery often kill candor — prospects either deflect, give a number they think will anchor the conversation, or simply end the meeting. This prompt generates three questions that get to budget and decision authority through the side door: framing budget as investment prioritization rather than dollar limits, and exploring approval processes in terms of how decisions get made organizationally rather than who holds the purse strings. One of the three questions is specifically designed to surface additional stakeholders involved in the decision, which helps reps multi-thread early without making it feel like a stakeholder audit. There are no variables to populate — this prompt works as-is, though you can specify the role or seniority of the prospect in the chat context to get questions calibrated to that level. Use this during discovery calls; for executive-level meetings where budget conversations require more strategic framing, the C-suite cheat sheet prompt (0077) or executive framing prompts are a better fit. Using these questions earlier in discovery — before you've pitched — tends to produce more honest answers than asking after the prospect knows your price point.The prompt
Write three questions to qualify budget and decision-making authority without being too direct. Frame them around investment priorities and approval processes — not 'what is your budget.' Make them so
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Variables to replace
How to run it
- Copy the prompt and paste it into Claude, ChatGPT, Gemini, or Copilot — it's tuned to run in any of them.
- Replace the variables — swap each bracketed token for your deal's specifics. The variables list above explains every field.
- 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
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