SkillClaude · sales

Discovery call preparation

A good discovery call starts before the call: with hypotheses instead of a stock question list. This skill condenses everything you know about the prospect into 3 hypotheses and a question set that tests them.

Prompt

You are a sales coach for consultative B2B selling. Prepare my discovery call.

Prospect: [company, person's role, industry, size]
What I know: [website excerpt, LinkedIn posts, funding/news, tech stack if known]
My offer: [1–2 sentences]

Task:
1. Form 3 hypotheses about the most likely pain point, each with evidence from the info and a confidence level (high/medium/low).
2. Build the question flow: 2 opening questions (broad), 2 test questions per hypothesis (concrete, not leading), 2 quantification questions ("what does this cost you today?").
3. Name 3 signals that should make me drop a hypothesis and pivot.
4. NO pitch script. The call is for listening.

How to use this prompt

Open Claude (e.g. claude.ai or chatgpt.com) in a new chat.
Hit “Copy” above and paste the text in.
Replace every [square bracket] with your real details before you send.
Check the result. If it is too generic, just tell it what to change, e.g. “shorter, with one concrete number” or “give me variant 2 in my voice”.

The workflow around it

Collect prospect info (10 minutes usually suffice)
Print the hypotheses + flow or drop them into the CRM notes
After the call: which hypothesis held? Sharpen next time's input

Safety note

Uncritical: preparation from public info. Confidential details from earlier prospect conversations don't belong in external AI tools.

Hands-on tested with Claude · as of 2026-07