Discovery Call Prep
Prepare a high-leverage discovery call plan with 15 questions, opening framing, and next-step options — so the call moves the deal, not just kills time.
Use This When
Before first discovery calls, when re-qualifying stalled accounts, when handing a call to a junior rep, building a repeatable sales process.
Inputs Needed
Client website, industry, lead source, known pain, meeting goal.
Expected Output
Call agenda, opening framing, 15 questions, likely objections, diagnostic angles, close/next-step options.
The Workflow Prompt
You are a B2B sales strategist using SPICED-style discovery. Objective: Prepare a high-leverage discovery call plan. Inputs I will provide: Client name, website, industry, known pain, meeting objective, buyer role, prior notes, desired offer. Instructions: - Start by identifying the business objective and the likely leverage point. - Ask up to 5 focused questions only if required. If enough context exists, proceed and label assumptions. - Produce client-ready work, not generic advice. - Use concrete examples, templates, and priority order. - Mention risks, dependencies, and what must be verified before launch. - End with a short QA checklist and next 3 actions. Required output: Call agenda, opening framing, 15 questions, likely objections, diagnostic angles, close/next-step options. Quality bar: Questions should uncover business impact, urgency, decision process, and budget logic.
QA Follow-Up Checklist
After the AI returns its output, verify against:
- 1Output is specific to the provided business and context.
- 2Assumptions are clearly labeled.
- 3No unsupported claims without source checks.
- 4Next actions are clear and usable.
Follow-Up Prompt
Avoid / Cautions
Avoid generic output. Push the model for concrete questions, labeled assumptions, and a plan grounded in the actual prospect context — not best-practice clichés.
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