One-page prospect research brief
Use this 10 minutes before a call. Paste the prospect's website copy, LinkedIn About section and any notes, and get a one-page brief that tells you what they do, what they likely care about and where you fit.
Use this after your research brief to get a prioritized list of open-ended discovery questions tailored to this prospect, grouped by stage of the call, with the reason behind each question.
Act as an experienced sales coach who trains reps to run consultative discovery calls. Using the prospect brief below, write the discovery questions I should ask on a [call length minutes]-minute call. What I sell: [what you sell] What I must learn to qualify this deal: [qualification must haves] Prospect brief: """ [prospect brief] """ Requirements: - Group questions into: Opening and context (2-3), Current situation (3-4), Pain and impact (3-4), Decision process and timing (2-3), and Next step (1-2). - Every question must be open-ended (no yes/no) and specific to this prospect. Reference details from the brief where it helps. - After each question, add a short "Why ask:" note in italics-style brackets, e.g. [Why ask: confirms whether the stockout was a one-off]. - For the two most important pain questions, add one follow-up probe each ("If they say X, ask Y"). - Mark the 5 questions I must not skip with a ★ so I can prioritize if time runs short. - Do not include questions that only pitch my product. - End with a 2-line reminder of what a good outcome for this call looks like. Keep it scannable. I will have this open during the call.
Why Any: This is a structured reasoning task that ChatGPT, Claude and Gemini all handle well. Paste in your brief for the best results.
Yes. It is plain-language and written to work in all three. Best fit: Any. This is a structured reasoning task that ChatGPT, Claude and Gemini all handle well. Paste in your brief for the best results.
Replace each bracket with your own details: [prospect brief], [what you sell], [call length minutes], [qualification must haves]. The more specific your input, the more useful the result.
Yes. Copy it above and use it as often as you like. It is one of the free samples from the Sales call prep in 15 minutes pack.
No. The example was made for a fictional business to show the shape and quality of the output. Your result depends on your input and the model, so review and edit before you use it.
Usually not. Free plans handle most prompts. Paid plans help when you paste in long documents or run a long multi-step sequence in one chat.
Use this 10 minutes before a call. Paste the prospect's website copy, LinkedIn About section and any notes, and get a one-page brief that tells you what they do, what they likely care about and where you fit.
Use this when you want the call to feel organized from the first minute. You get a timed agenda you can share, plus a natural opening script that sets expectations and earns permission to ask questions.
Use this before a call where price, timing or a competitor is likely to come up. First the model predicts the objections this prospect is likely to raise. Then it drafts honest responses and clarifying questions you can actually say.
Use this when a call really matters. The AI plays your prospect, with realistic resistance, for a practice run. Then it steps out of character and scores how you did against the skills that matter.