Sales discovery call prep brief from account research notes
Turns your research notes on a prospect into a one-page call plan: hypotheses about their problems, prioritised discovery questions, likely objections and a clear goal for the call. For AEs and founders who sell.
Prompt in Sales by AISkillHub Library
What it does
Good discovery calls are planned around hypotheses, not a generic question list. This prompt takes what you already know about an account (their website copy, job posts, LinkedIn notes, CRM history, the contact's role) and produces a one-page brief you can read five minutes before the call.
**Use it when** you have a first or second call booked and some research gathered, and you want a sharper plan than "ask about their pain points".
**What you get** - A three-line account snapshot built only from your notes. - Two to four hypotheses about problems they might have that your product addresses, each tied to the evidence in your notes and marked with a confidence level. - Discovery questions grouped by hypothesis, ordered from open to specific, with what a good answer would tell you. - Qualification gaps: what you still need to learn about budget, decision process, timing and current solution. - Likely objections with a short, honest response for each. - A specific call goal and a proposed next step to ask for.
**What it will not do** - It will not present guesses as facts. Anything not in your notes is labelled as a hypothesis to test. - It will not invent company figures (revenue, headcount, tools used) that are not in your research. - It will not write manipulative questions or pressure tactics. The questions aim to find out whether there is a fit, including when there is not.
**Example** From notes showing a logistics company hiring three dispatchers and a VP of Ops quote about "spreadsheet chaos", the brief proposes the hypothesis "manual dispatch scheduling is limiting growth" (medium confidence), with questions like "Walk me through how a delivery gets scheduled today, from order to driver."
How to use it
## How to use
1. Open `prompts/discovery-call-prep-brief.md` and copy everything below the title line. 2. Replace each `{{variable}}` with your own content. Paste long material (notes, transcripts, tables) directly in place of the variable; keep the surrounding tags so the model can tell inputs apart. 3. Start a new chat in ChatGPT, Claude or Gemini and paste the filled prompt as your first message. 4. Read the output against the quality checks at the end of the prompt before you use or send it.
## Variables
- `{{research_notes}}`: everything you know: website notes, job posts, news, CRM history, LinkedIn details. Paste raw notes. - `{{contact}}`: name and role of the person you are meeting, and anything known about them. - `{{our_product}}`: two or three sentences on what you sell and the problems it solves. - `{{ideal_customer}}`: your ideal customer profile or qualification criteria, e.g. BANT, MEDDICC fields you use. Optional. - `{{call_length}}`: e.g. `30 minutes`.
If you do not have a value for an optional variable, write `none` rather than deleting it, so the prompt still reads correctly.
## Reusing it
To reuse it often, save the prompt (with the variables left in) as the instructions of a Claude Project, a custom GPT or a Gemini Gem, then paste only the inputs in each new chat.
Files
Save each file at the path shown, relative to your project root.