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Official skill · Sales

Discovery call prep

Updated

Builds a one-page discovery call prep from the prospect's website, LinkedIn and notes: hypotheses, 8 ranked questions, what to qualify, red flags. Use it when you have a first meeting or discovery call with a prospect coming up.

AI skill

Have your AI prepare your next discovery call

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14 days free · No card needed

Works in Claude, ChatGPT, and coding agents. On Team and Business, the official skill in your pod updates itself when we improve it.

When to use it

What you give it

What you get

A one-page prep sheet: snapshot, hypotheses, ranked questions, a qualify checklist, red flags, and the open and close.

How it works

  1. Write a 3-line snapshot
  2. Form 2–3 hypotheses
  3. Write 8 questions, ranked
  4. Define what you must learn to qualify
  5. List red flags
  6. Plan the opening and the close
  7. Keep it to one page

Example

What you give it

Call Thursday, 30 minutes, with Rosa Lindqvist, Head of People at Northwind Clinics (website: 22 physiotherapy clinics in Sweden and Norway; careers page lists 31 open roles). Inbound form: "We need a better way to onboard new staff." We sell Onboardly, onboarding checklists and e-signing for multi-site teams.

What you get back (the start of it)

Discovery prep: Northwind Clinics — Rosa Lindqvist, Head of People — Thu, 30 min

Snapshot

  • 22 physiotherapy clinics, Sweden and Norway (website)
  • 31 open roles (careers page)
  • Form: "We need a better way to onboard new staff."

Hypotheses

1. Each clinic onboards its own way and start dates slip — 22 sites, 31 open roles. 2. Contracts and licence checks are chased by email — clinical roles need licence proof before day 1 [assumption]. 3. Swedish and Norwegian documents drift out of sync — they hire in both countries.

The rest of this output, the full steps and the checks the AI runs before it answers are in your pod once you add the skill.

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Add it to an AI Skill Pod and everyone on the team, contractors included, uses the same version from their own AI. Read the best ways to share AI skills with a team

Changelog

Sources

  1. Data Driven Tips to Mastering Sales Discovery Calls (read 2026-11-04)
  2. BANT vs. MEDDIC: Comparing Popular Sales Qualification Methodologies (read 2026-11-04)
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