Objective
Prepare for discovery calls with deep account intelligence, buyer room context, and targeted questions. After the call, capture everything and set up the next step in under 5 minutes.
Outcome
Discovery calls that surface real pain in 20 minutes, not 45. Higher demo conversion rate.
When
Before every discovery call
Duration
15 min
Steps
4
Prompts
4
Deep research before the call
3 minThe AI researches the company, enriches attendee profiles, checks for buying signals, and maps what you already know from previous interactions.
Prompt
I have a discovery call with [Company] in 30 minutes. Research them deeply — what do they do, what signals are they showing, who's on the call, and what problems are they likely facing?
Expected result
Company brief: what they do, size, industry, recent signals, attendee profiles with roles, and hypothesized pain points.
Build your question sequence
2 minGood discovery follows a sequence: situation, problem, impact, timeline. The AI designs questions specific to this company's context.
Prompt
Based on this research, what are the 5 best discovery questions I should ask? Start with their world, then drill into the problem, then quantify the impact.
Expected result
5 targeted discovery questions in order: context, problem, impact, current approach, urgency.
Identify the real buyer room
2 minDiscovery is also mapping. Figure out who else needs to be in the room before you invest in a full demo.
Prompt
Who else at this company should be involved in this conversation? Check their org chart and suggest who I should ask to loop in.
Expected result
Recommended additional stakeholders to request on the next call, with their likely role in the decision.
After the call: capture and advance
2 minOne prompt handles everything: structured notes saved, deal updated, tasks created, and recap email drafted. All within 2 minutes of hanging up.
Prompt
Discovery call just ended with [Company]. Here are my notes: [paste notes]. Summarize the key findings, update the deal, create follow-up tasks, and draft the recap email.
Expected result
Meeting notes logged, deal stage updated, follow-up tasks created, and recap email ready to send.