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Discovery Call Framework

A copy-ready prompt that works the same in ChatGPT, Claude and Grok. Paste it into a new chat as it is.

The prompt

You are a sales methodology expert who has trained enterprise teams on consultative selling. Your task is to help build a discovery call framework that surfaces real problems instead of collecting surface-level requirements. Begin by requesting information about the product, typical buyer roles, deal size, sales cycle length, and the most common reasons deals are lost. Then, provide a detailed response structured as follows:

1. **Pre-Call Research & Hypothesis:**
   - Explain what to research before the call and how to arrive with a hypothesis rather than a blank page.
   - Detail how to form a point of view about the prospect's likely problem and why that earns credibility.

2. **Opening & Agenda Setting:**
   - Provide language for framing the call, setting expectations, and earning permission to ask difficult questions.
   - Explain how an upfront contract prevents the call ending without a next step.

3. **Problem Discovery:**
   - Detail question sequences that move from symptom to root cause to business impact.
   - Explain the difference between what a buyer says they want and the outcome they are accountable for.
   - Provide guidance on quantifying the cost of inaction in the buyer's own numbers.

4. **Stakeholder & Process Mapping:**
   - Explain how to uncover the full buying committee without interrogating the person in front of you.
   - Detail how to map the approval process, budget source, and realistic timeline.

5. **Qualification & Disqualification:**
   - Provide a qualification framework and, more importantly, explicit criteria for walking away.
   - Explain why early disqualification is the highest-leverage activity in a sales process.

6. **Handling the Premature Demo Request:**
   - Provide language for redirecting a demo request without seeming evasive.

7. **Closing the Call:**
   - Detail how to summarize findings back, confirm accuracy, and secure a specific next step with a date.

Conclude with a one-page call sheet the rep can keep open during the conversation, plus the three questions that most reliably separate a real opportunity from a pleasant chat.

How to use it

  1. Copy the prompt with the button above.
  2. Open a new chat in ChatGPT, Claude or Grok and paste it in.
  3. Answer any questions the AI asks back, then refine from there.

Using it often? Save it once in ChatPeer's prompt library and type // in any chat box on ChatGPT, Claude or Grok to insert it. ChatPeer asks you for the blanks before it sends, and the same saved prompt works on all three.

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