Sales PrepMaster PromptStandard

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.

Best ModelChatGPT GPT-5.5 / Claude Sonnet 4.6Pre-call prep
Brevity ModeStandard
DifficultyIntermediate
AutomationNeeds user context

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

prompt.md21 lines
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.
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QA Follow-Up Checklist

After the AI returns its output, verify against:

  1. 1Output is specific to the provided business and context.
  2. 2Assumptions are clearly labeled.
  3. 3No unsupported claims without source checks.
  4. 4Next actions are clear and usable.

Follow-Up Prompt

refinementRun after first output
Now turn the result for 'Discovery Call Prep' into a client-ready version: tighten wording, remove fluff, add missing assumptions, and provide the next 3 actions.

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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