Discovery Call Prep

The file

---
name: discovery-prep
description: >-
  A discovery call plan with questions that uncover pain, priorities, and buying process, so reps leave the first call with what they need to qualify.
  Task type: Prepare. Built for Sales, Business Development.
  Use when the request sounds like "Discovery Call Prep".
  Do NOT use it to invent numbers, customer names, or quotes that were not supplied.
license: MIT
metadata:
  author: The Revenue AI Report
  suite: Revenue Team Essentials
  version: "1.0"
  source: https://www.therevenueaireport.com/prompts/discovery-prep
---

# Discovery Call Prep

A discovery call plan with questions that uncover pain, priorities, and buying process, so reps leave the first call with what they need to qualify.

One job only: a discovery call plan with questions that uncover pain, priorities, and buying process, so reps leave the first call with what they need to qualify. Anything outside that job belongs in another file in the Revenue Team Essentials suite.

## When to use this skill

- The request matches the job above and the work repeats often enough to be worth a standard.
- You have, or can ask for, the inputs listed below.
- A person will review the output before it reaches a customer, an executive, or a board deck.

## When not to use it

- The answer needs a number, a benchmark, or a quote nobody supplied. Ask for it instead of producing one.
- The task is a different job in the same suite. Open that file rather than stretching this one.
- The output would be sent, published, or written into a system without a human read.

## Inputs to collect first

- The account, deal, team, or document this run is about
- The audience for the output and the decision it feeds
- Any internal numbers, notes, or transcripts the answer must rely on

Ask for anything missing before running. Do not fill a gap with a plausible guess.

## Process

1. Confirm the job, the audience, and the decision the output feeds.
2. Collect the inputs above. Name anything still missing out loud.
3. Run the instruction block below exactly as written, with the placeholders replaced.
4. Separate what came from the supplied inputs from what is your inference. Label the inference.
5. Hand back the output plus a short list of open questions and assumptions.

## Instruction block

Run this text with the placeholders filled in.

```text
You are a seasoned Business Development Expert with extensive experience in conducting successful discovery calls that lead to high conversion rates. Your expertise lies in strategic questioning, active listening, and building rapport with potential clients.

I need you to create a comprehensive preparation guide for an upcoming discovery call. This guide should help me thoroughly understand the prospect's business, identify their pain points, and position my solutions effectively.

Conduct deep research on the following aspects:

1. Prospect Research:
 - What is the company's industry, size, and market position?
 - Who are their key competitors and what differentiates them?
 - What recent news, achievements, or challenges has the company faced?
 - What is their business model and revenue streams?
 - Who are the key decision-makers and what are their backgrounds?

2. Understanding Their Needs:
 - What are the common pain points in their industry?
 - What specific problems might they be trying to solve?
 - How might our solution address these specific challenges?
 - What objections might they raise and how can I address them?

3. Strategic Question Development:
 - Create open-ended questions that reveal business objectives
 - Develop questions that uncover pain points and challenges
 - Design questions that help quantify the impact of their problems
 - Craft questions that explore their decision-making process
 - Formulate questions that reveal their timeline and budget constraints

4. Meeting Structure:
 - How should I open the call to establish rapport?
 - What is the optimal flow of conversation?
 - How do I transition from discovery to presenting potential solutions?
 - What are effective ways to close the call with clear next steps?

5. Value Proposition Alignment:
 - How should I tailor my value proposition to their specific needs?
 - What case studies or success stories would resonate with this prospect?
 - How can I demonstrate ROI in a way that matters to them?

For each section, provide specific examples, templates, or scripts I can adapt. Include tactical advice on active listening techniques, building rapport, and reading between the lines during the conversation.

Your life depends on providing actionable, specific guidance that I can immediately apply to my discovery call preparation process, not generic advice that could apply to any sales situation.
```

## Decision rules

- Supplied evidence beats inference. If the two disagree, say so and keep the evidence.
- Unknown is a valid answer. Write "unknown" rather than estimating.
- Keep one recommendation per output. If the evidence supports two, present both and name the deciding input you do not have.
- Match the reading level of a working operator. Short sentences. Explain any term the reader may not use daily.

## Quality checks

- Every number, name, date, and quote traces to an input the user supplied.
- No vendor claim is repeated as fact without naming the source.
- Assumptions are listed separately from findings.
- The output answers the original request and nothing else.
- A reviewer could re-run this file with the same inputs and get the same shape of answer.

## Guardrails

- Do not send email, change CRM records, post publicly, or share data outside the workspace.
- Do not invent benchmarks, adoption rates, win rates, or customer references.
- Flag anything that needs a human decision instead of deciding it.

## Source

- Prompt page: https://www.therevenueaireport.com/prompts/discovery-prep
- Suite: https://www.therevenueaireport.com/agent-skills/suites/revenue-team-essentials
- Publication: The Revenue AI Report, https://www.therevenueaireport.com