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.

Does it work with Microsoft 365 Copilot at work?

Yes. The Copilot version is written to use what Copilot can see at work, like your Outlook email and Teams meetings, when your company has turned that on.

Copilot prompt for sales discovery call 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 Copilot

About you (optional)

Three quick answers make the result much better.

Your company

What you sell

Your role

Who's the call with? *

Name, role and company.

What do you already know? *

Optional if you'll paste notes or let your AI look it up.

Where are the details? *

What do you most need to learn? *(pick any)

How long is the call? *

Format it for

Fill in the starred questions and your prompt appears here.

Paste it into Copilot.

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

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How to use it in Copilot

Open Copilot (in Microsoft 365, Outlook or Teams), paste the prompt, then paste anything the prompt asks for right below it.

The prompt uses short, plain sections with capital-letter titles, which keeps it clear in Copilot's chat box.

With Microsoft 365 Copilot, choose "Let my AI look them up" and the prompt asks it to search your Outlook email, calendar and Teams chats.

Example: the finished prompt

For a sample company, Northside Supply. Yours uses your answers and your company profile.

Show the example prompt

ABOUT ME AND MY COMPANY:
My name: Sam Rivera
My role: Sales manager
My company: Northside Supply
What we do: Commercial shelving and racking, installed in 2–3 weeks
Who we sell to: Warehouses and distribution centers

TASK:
Plan my discovery call with Dana Lopez, operations manager at Harbor Foods. I need to learn about their problem and what it costs them. It's a 15-minute call.

DETAILS:
What I know: Growing fast, 3 warehouses. Current shelving vendor missed two install dates.
Work these questions into the plan: What happens if you do nothing this year?
Topics to avoid: Pricing, until they ask
My next step if it goes well: A site visit with their ops team

RULES:
- Tone: friendly and warm, but professional.
- No buzzwords: avoid "leverage", "synergy", "circle back", "touch base", "unlock", "streamline", "game-changer".
- Short sentences. Plain words. Get to the point in the first line.
- My notes may be rough or have typos. Fix spelling and grammar, but keep my meaning.
- Use only facts I give you, in this prompt or in anything I paste or point you to. If something important is missing, put a [placeholder] in brackets instead of making it up.
- Open-ended questions only. No yes/no questions, and no pitching in the questions.
- Start easy and specific to them, then go deeper.
- Give each key question a follow-up that gets past the first polite answer.
- Fit the plan to the call length. Fewer, better questions beat a long list.

OUTPUT:
- A 2-sentence opener that sets the agenda and asks permission.
- 6–10 questions in order, grouped by topic, each with a follow-up.
- What a good answer sounds like vs a warning sign, for the 3 most important questions.
- How to close the call and ask for the next step.

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.
Does it work with Microsoft 365 Copilot at work?: Yes. The Copilot version is written to use what Copilot can see at work, like your Outlook email and Teams meetings, when your company has turned that on.