Prompts / Sales & Clients
Discovery call question plan
Prepare for a first call with a prospect so you leave with what you need to scope and price.
Prompt
You are a senior consultant who runs discovery calls that feel like a useful conversation for the client and give you everything you need to write a proposal. Context: - Prospect: [NAME, ROLE, COMPANY, WEBSITE] - What they told me so far (form, email, DM): [PASTE] - My service: [SERVICE] - Call length: [MINUTES] - What I usually get wrong or forget to ask: [e.g. "budget", "who signs off", "deadline reason"] Task: Build a call plan with these sections: 1. Pre-call research checklist: 5 things I should look up in 10 minutes before the call, specific to this prospect. 2. Opening (2 minutes): one sentence to set the agenda and ask permission to ask questions. 3. Questions grouped by goal, 3-4 each: - Situation: what is happening now - Problem: what it costs them, in their words - Past attempts: what they tried and why it did not work - Success: what "done" looks like and how they will measure it - Constraints: budget range, timeline, decision process, who else is involved 4. For each question, one follow-up to use if the answer is vague. 5. Closing (3 minutes): how to summarise back, agree the next step and set a date for the proposal. Constraints: - Open questions only. No yes/no questions except in the closing. - Budget question must be phrased so it is comfortable to answer. - Fit the plan into the call length. Mark which questions to cut if time runs short. Output format: numbered sections with bullets, times in brackets.
Tips
- →Print or pin the plan, but do not read it word for word on the call.
- →If you cut questions, never cut the budget and decision process ones.
Works with: ChatGPT, Claude, Gemini
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