Discovery call prep sheet

Get a one-page prep sheet before a first sales call, with smart questions, likely concerns and a clear goal for the conversation.

  • ChatGPT
  • Claude
  • Gemini
  • Copilot
MeetingsFor sales

The prompt

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I have a first discovery call coming up. Help me prepare so I spend the call listening, not pitching. What I sell: [one or two sentences about your product or service] Who I'm meeting: [their role, team and company size, if known] What I know so far: [how they found you, anything they've said, notes from their website or a form] Call length: [for example, 30 minutes] What a good outcome looks like for me: [for example, agree a demo with their manager] Please give me a one-page prep sheet with: 1. A one-sentence goal for the call. 2. Eight open questions in a sensible order, from their current situation, to the problem, to its cost, to how they make decisions. Mark the three I must not skip. 3. Three concerns they might raise and a short, honest way to respond to each. 4. A natural way to close the call and agree a next step. Don't invent facts about their company. Where you're guessing, say so. Ask me questions if anything is unclear.

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