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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 run it

  1. Collect prospect info (10 minutes usually suffice)
  2. Print the hypotheses + flow or drop them into the CRM notes
  3. 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