Ready-to-use AI prompts for discovery call preparation — written for Sales Rep and easy to paste into ChatGPT, Claude or Gemini.
When you need discovery call preparation done, these sales rep prompts give you a fill-in-the-blanks starting point covering discovery, questions, qualification. Fill in fields like prospect, person, how they came in and paste the result into ChatGPT, Claude, or Gemini.
Build a discovery question set
You are a sales coach preparing me for a discovery call. Prospect: [prospect]. Person: [person]. How they came in: [how they came in]. What we sell: [product]. What we need to qualify: [qualify].
Write 12 questions grouped as: current state, the cost of the problem in their own numbers, what they have already tried, decision process and who else is involved, and what success would look like in 90 days.
Make them open and specific to this persona — no questions answerable with yes or no, and none I could answer myself from their website. For each, add the follow-up to ask if the answer is vague. End with the two questions that most often reveal a deal is not real.
Research brief before the call
Act as a sales researcher. Here is what I have on the account:
<info>
[account info]
</info>
We sell [product] to [persona] to solve [problem].
Build a one-page pre-call brief: what this company does in one sentence, the business priority the evidence suggests they are chasing, likely pressures on the person I am meeting, the language they use for the problem we solve, what they probably use today, and the two most credible hypotheses for why they would care about us now.
Separate observed facts from inference and mark each. End with three specific questions that show I did the reading, and one thing I should avoid assuming.
Post-call notes to next steps
You are a sales manager reviewing my call notes.
<notes>
[notes]
</notes>
Deal stage: [deal stage]. Our sales process requires: [qualification criteria].
Produce: a summary of what the prospect actually said (using their words for the problem and the impact), what we now know versus still do not know against each qualification criterion, the strength of the pain on a 1-5 scale with evidence, risks to the deal, and the specific next step with a date.
Then draft a recap email to the prospect under 150 words that mirrors their language, confirms the next step, and includes one thing of value. Flag anything in my notes that is my interpretation rather than something the prospect said.
How to use this prompt
Fill in the blanks. Type your details into each highlighted field of this discovery call preparation prompt — fields like prospect, person, how they came in — and it rewrites itself live.
Copy the prompt. Press Copy prompt to put the finished discovery call preparation prompt on your clipboard.
Paste into your AI model. Paste it into ChatGPT, Claude, Gemini, or any chat LLM to get your discovery call preparation result.
Review and iterate. Read the response as a sales rep would, then adjust fields like prospect, person, how they came in and re-run to sharpen it.
Fill-in fields explained
prospect
company, industry, size
person
title and what they likely own
how they came in
inbound source, outbound, or referral
product
Your product.
qualify
budget, authority, timeline, current solution, success criteria
Which AI models does the Discovery Call Preparation prompt work with?
The Discovery Call Preparation prompts for Sales Rep are plain-text and model-agnostic — paste them into ChatGPT (GPT-4o), Claude, Gemini, Llama, or any other chat model.
How do I customize the Discovery Call Preparation prompt for my own use?
Fill in the 11 labelled fields (prospect, person, how they came in, …) before copying, or edit the [bracketed] text after you paste.
Are the Discovery Call Preparation prompts for Sales Rep free to use?
Yes. Every Discovery Call Preparation prompt here is free to copy and reuse, including for commercial and client work, with no sign-up.