Plan discovery questions
Plan a discovery call around this buyer: the questions to ask, the follow-ups that dig deeper and what you need to learn before you pitch. Free, no signup needed.
- Answer the starred questions
- Copy the prompt
- Paste it into Claude, ChatGPT, Gemini or Copilot
Name, role and company.
Optional if you'll paste notes or let your AI look it up.
Format it for
Fill in the starred questions and your prompt appears here.
Paste it into ChatGPT.
Tip: Sign in free to save your prompts and downloads in My Tools, so they're there next time. No signup needed to use the prompts.
✨ AI polish
Claude asks you up to 3 quick questions, then writes a sharper prompt. Sign in for 3 free polishes a month.
Why this prompt works
Discovery fails when it's a checklist or a disguised pitch. This prompt builds questions around this buyer and what you need to learn, with follow-ups that get real answers.
- Every key question has a follow-up, because the first answer is rarely the real one.
- It fits the number of questions to the call length.
- It tells you what a good answer sounds like, so you know when to dig deeper.
Questions
- Can it research the company first?
- Yes, if your AI can browse or see your CRM. Pick "Let my AI look them up".
- Is this for first calls only?
- It's built for first discovery, but works for any call where you need to learn before you pitch.
- Can I add my own must-ask questions?
- Yes. Add them under More options and they're worked into the plan.