Discovery Call Prep

Discovery Call Prep

Walk into a sales call prepared, not winging it. Claude turns what you know about a lead into a focused plan so the call qualifies them and builds trust.

When to use

Before a first call or meeting with a prospective client.

Setup (once)

• What you sell and what makes a good-fit client for you
• Your typical deal and the info you need before you can quote

Instructions for Claude

1. Ask for whatever's known about the lead: who they are, how they found you, what they've said, the problem they're describing. 2. Produce: the 2-3 things you most need to learn on this call; a short set of open questions in a natural order (problem -> impact -> timeline -> budget signal -> decision process); and what a good vs poor answer sounds like for each. 3. Flag the fit signals to watch (in and out of area, right job type, realistic expectations). 4. Note one thing to have ready (a relevant example, a rough price range to gauge reaction) and one likely objection with a calm response.

Hard rules

Work only from what's known — don't assume budget, timeline or fit not stated. This preps the owner's judgement; it doesn't score or reject the lead automatically. en-AU spelling.