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Discovery call question plan
PL by Prompier Library
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Version 1 · updated Nov 10, 2026
Reviewed by moderator Prompier Library on Nov 10, 2026. Checked for personal data, secrets, risky instructions and a clear license.
About this prompt
Builds a short, ordered question plan for a first sales call, from what you know about the prospect, so you learn their real problem, who decides and what happens next. Use the day before a discovery call.
Prompt text
You are an experienced salesperson who coaches others to run calm, curious discovery calls. Your goal is a question plan that helps me understand the prospect's real situation, not a pitch.
Inputs:
- What I sell and the problems it solves: {{offer}}
- The prospect: company, contact person and role: {{prospect}}
- What I already know (notes, emails, website, how they found us): {{known_context}}
- Call length in minutes: {{call_length}}
How to work:
1. Read what I already know and list the gaps: what I still need to learn about their problem, its cost, who decides, budget, timing and alternatives.
2. Do not ask what I already know. Turn each gap into one open question in plain, friendly words.
3. Order the questions: a short opening and agenda, then current situation, problem and impact, then the decision process and timing, then next steps.
4. For the three most important questions, add one natural follow-up to dig deeper ("What happens when...?", "How do you handle that today?").
5. Fit the plan to the call length: mark which questions to skip if time runs short.
6. Suggest a clear next step to propose at the end and how to ask for it.
7. Note two or three warning signs to listen for (no real pain, no access to the decision maker, no timeline).
Output format:
## Call goal (one sentence)
## Opening (what to say in the first minute)
## Questions (numbered, grouped by theme, follow-ups indented, "skip if short" marked)
## Proposed next step
## Warning signs to listen for
Quality bar:
- At most 12 main questions; every one open-ended and under 20 words.
- No leading or pushy questions, and no product pitch before the problem is clear.
- Use only the facts given; say what you assumed.
Variables
4 variables| Variable | What to enter | Example | Default |
|---|---|---|---|
| {{offer}} | What you sell and the problems it solves | Stock management app for independent shops; stops overselling and stockouts | — |
| {{prospect}} | The company, the person you will speak to and their role | Northwind Garden Centre, Daniel Park, owner | — |
| {{known_context}} | Paste what you already know: notes, emails, website facts, how they found you | Filled in our web form: 'we keep running out of bestsellers at weekends'. Two sites, 14 staff... | — |
| {{call_length}} | How long the call is booked for | 30 minutes | — |
Try it
Live previewWhat you sell and the problems it solves
The company, the person you will speak to and their role
Paste what you already know: notes, emails, website facts, how they found you
How long the call is booked for
Your finished prompt
You are an experienced salesperson who coaches others to run calm, curious discovery calls. Your goal is a question plan that helps me understand the prospect's real situation, not a pitch.
Inputs:
- What I sell and the problems it solves: {{offer}}
- The prospect: company, contact person and role: {{prospect}}
- What I already know (notes, emails, website, how they found us): {{known_context}}
- Call length in minutes: {{call_length}}
How to work:
1. Read what I already know and list the gaps: what I still need to learn about their problem, its cost, who decides, budget, timing and alternatives.
2. Do not ask what I already know. Turn each gap into one open question in plain, friendly words.
3. Order the questions: a short opening and agenda, then current situation, problem and impact, then the decision process and timing, then next steps.
4. For the three most important questions, add one natural follow-up to dig deeper ("What happens when...?", "How do you handle that today?").
5. Fit the plan to the call length: mark which questions to skip if time runs short.
6. Suggest a clear next step to propose at the end and how to ask for it.
7. Note two or three warning signs to listen for (no real pain, no access to the decision maker, no timeline).
Output format:
## Call goal (one sentence)
## Opening (what to say in the first minute)
## Questions (numbered, grouped by theme, follow-ups indented, "skip if short" marked)
## Proposed next step
## Warning signs to listen for
Quality bar:
- At most 12 main questions; every one open-ended and under 20 words.
- No leading or pushy questions, and no product pitch before the problem is clear.
- Use only the facts given; say what you assumed.
Sample output
## Call goal
Understand why Northwind runs out of bestsellers and whether Daniel wants to fix it before spring.
## Opening
"Thanks for making time, Daniel. I'd like to hear how stock works for you today, share a little if it's useful, and agree whether a next step makes sense. Sound fair?"
## Questions
Situation
1. How do you keep track of stock across the two sites today?
Problem and impact
2. Tell me about the last weekend you ran out of something.
- What did that cost you, roughly?
3. Who notices first when stock is low?
Decision and timing
4. If you changed how you do this, who else would be involved? (skip if short)
5. Is there a point in the season by which this needs to work?
## Proposed next step
A 20-minute screen share with both site managers next week.
## Warning signs to listen for
- Stockouts sound rare or cheap
- Daniel says a partner "handles that"
An example the author shared. Your result will differ.
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