AI Discovery Call Prep Workflow

5 steps to a reviewable draft

1. 01

   Set the call decision

   State what the call should clarify or decide.

   Result: A defined call purpose.

2. 02

   Separate facts and assumptions

   List sourced account facts apart from internal guesses.

   Result: A safe account brief.

3. 03

   Draft the call plan

   Ask for questions that test assumptions rather than statements that pretend to know the buyer.

   Result: A reviewable call plan.

   Your prompt

   Copy prompt

   Prepare a discovery call. Account facts: {{facts}}. Call purpose: {{purpose}}. Known assumptions: {{assumptions}}. Return agenda, open questions, evidence source and next decision. Mark unknowns [TO ASK]. Do not invent buyer needs, budget, authority or timeline.

   Example input

   Account uses manual reporting; the seller needs to learn ownership and timing.

   Example output

   Question: who owns weekly reporting? Budget: [TO ASK].

4. 04

   Check the question quality

   Remove leading questions and confirm the account facts are current.

   Result: A practical agenda.

5. 05

   Save the call sheet

   Keep the source notes and follow-up owner with the plan.

   Result: A reusable call record.