SalesClaude ChatGPT16d ago8 blanks

Discovery call prep on one page

Vikram Shetty@vikram_sells

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Name

Their role

Company

Date

What we sell

Type of team

The process we replace

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The prompt

I have a discovery call with name, their role at company, on date. We sell what we sell to type of team.

From what I paste below (their website copy, a recent post, our CRM notes), build a one-page prep brief:

Three things worth knowing about the company right now, each with where it came from.
What I think their problem is, as a guess I could be wrong about, in one sentence.
Five questions that get them talking about the process we replace: open, specific, nothing they can answer with yes or no. Put the one about budget last.
What would make this a bad fit, so I can say so early instead of in week six.
The next step I'll ask for if the call goes well, worded the way I'd say it.

Keep it to what fits on one screen. If something isn't in my notes, write "unknown" rather than guessing.

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964 uses371 saves228 likes6 remixes (0 public)Edited 1 Oct 2026

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Version history (2)

Current1 Oct 2026Added the bad-fit check and the next step

I have a discovery call with [name], [their role] at [company], on [date]. We sell [what we sell] to [type of team].

From what I paste below (their website copy, a recent post, our CRM notes), build a one-page prep brief:

1. **Three things worth knowing** about the company right now, each with where it came from.
2. **What I think their problem is**, as a guess I could be wrong about, in one sentence.
3. **Five questions** that get them talking about [the process we replace]: open, specific, nothing they can answer with yes or no. Put the one about budget last.
4. **What would make this a bad fit**, so I can say so early instead of in week six.
5. **The next step I'll ask for** if the call goes well, worded the way I'd say it.

Keep it to what fits on one screen. If something isn't in my notes, write "unknown" rather than guessing.

[paste notes]

Version 120 Sept 2026First version

Prep me for a discovery call with [name] at [company]. Give me background and five questions.

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