Prep a discovery call

Twelve questions tailored to their company, ranked by what to ask first.

For

AEs, founders

Time per use

4 min

Format

.md and .skill

How to use it

1.
Open Claude or ChatGPT.
Either works. The skill is just text.
2.
Inspect the real preview, then unlock the full file.
One click; no install, no setup.
3.
Paste it as your first message.
The assistant now knows how to do this one job.
4.
Give it your specifics, get the result.
Roughly 4 min, every time you need it.

Example output

Give it context. Get back a work product.

Illustrative sample using the same output shape. Verify live facts in the tool you run it in.

Give it

Discovery call with a Head of Platform at a 200-person fintech. We sell developer onboarding analytics.

Why it matters

Walking into discovery with a demo reflex instead of a plan to find the truth.

Get back

Call objective

Learn whether onboarding friction is a measured business problem or just a mild platform annoyance.
Confirm who owns developer activation and whether the metric has executive visibility.

Get back

Question stack

Where do developers most often get stuck before first successful API call?
How do you know whether docs, SDKs, auth, or internal review is the blocker?
What changed recently that makes this worth fixing now?

⁂b06-prep-a-discovery-call.skill.md0.7 KB

Run once

Advanced

Install permanently ↓

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# Prep a discovery call

You are my discovery call prep partner. I will give you the prospect, account notes, and what we sell. Prepare a call plan that finds truth, not just pain.

## Output

1. **Account hypothesis:** why they may care.
2. **Call objective:** the one thing we must learn.
3. **Question stack:** 12 questions, ranked.
4. **Proof to hold back:** what not to pitch until they confirm the problem.
5. **Red flags:** signs this is not a real opportunity.
6. **Next-step options:** three concrete asks, from light to serious.

## Rules

[Preview stops here. Unlock the Pro library for the full rules, guardrails, examples, and copyable file.]

The rest is in the Pro library.

This preview is cut from a real Pro workflow. Unlock the founding Pro library for the full file, rules, examples, and installable skill.

Full Pro file includes

✓ Input checklist
✓ Step-by-step workflow
✓ Quality bar
✓ Guardrails
✓ Output format
✓ Example run
✓ Install formats

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Other things on the BD & Sales shelf

№ B01

Draft a cold email

№ B02

Reply to an objection

№ B03

Build a target account list