AI Prompts for Discovery
20 framework-tagged, copy-paste templates for Sales — Discovery.
Works with ChatGPT, Claude, and Gemini.
21 Prompts — Discovery
Click any prompt to copyDiscovery Call Framework
SPINWrite a discovery call framework for selling [product] to [role].
Call duration: [30/45/60 minutes]. Goal: qualify and set the stage for a demo or proposal.
Include: call opening (agenda-setting + permission), situation questions (5), problem questions (5), implication questions (5), need-payoff questions (5), closing for next steps. Add guidance on when to talk vs listen.
Discovery Questions Bank
SPINGenerate 30 discovery questions for selling [product] to [ICP].
6 questions for each category:
Situation: understand their current state. Problem: surface pain. Implication: explore consequences of the problem. Need-payoff: help them articulate the value of solving it. Budget/Authority/Timeline: qualify opportunity size.
Mark the 5 most powerful questions — the ones that reveal the most buying intent.
Needs Analysis Script
Zero-ShotWrite a needs analysis script for a [30-minute] discovery call with a [role] at a [company type].
Product: [product]. Our best fit: [use case].
Script covers: intro (rapport + agenda), current-state questions (how they work today), pain identification (what's not working), impact quantification (what the problem costs), vision questions (what the ideal looks like), and qualifying close (timeline + decision process).
Qualification Framework (MEDDIC)
MEDDICBuild a MEDDIC qualification scorecard for an opportunity: [opportunity description].
For each element: Metrics (economic impact), Economic Buyer (who + access level), Decision Criteria (how they'll decide), Decision Process (steps + timeline), Identify Pain (confirmed pain + cost), Champion (strength + motivation).
Score each 1–5. Overall opportunity score. Recommendation: pursue / develop / disqualify.
Champion Development Script
Zero-ShotWrite a script for developing an internal champion at [prospect company] who is a [role] but not the final decision-maker.
Goal: equip them to sell internally on our behalf.
Include: how to validate they're a real champion vs a sponsor, the questions to ask to understand the internal landscape, how to build their business case, the "give them the tools" conversation, and what to send them to help them present to the economic buyer.
Economic Buyer Meeting Prep
BLUFPrepare me for a meeting with the Economic Buyer ([title]) at [company].
Deal stage: [stage]. Champion says they care about: [priorities]. Deal size: [ACV].
Prepare: the 3-minute business case (quantified impact), 5 questions to ask the EB, how to handle "why should I care about this now?", and how to uncover any blockers the champion hasn't told us. Also: what NOT to do in this meeting.
Pain Quantification Exercise
Zero-ShotHelp me quantify the business pain for a prospect in [industry] experiencing [problem].
Our product solves: [problem]. Prospect data available: [data points they shared].
Build a pain quantification model: identify the cost drivers (time lost, revenue missed, errors caused), estimate the annual cost of the problem using their data, create a simple ROI calculation, and frame it as a question to validate with the prospect rather than asserting it.
Competitive Discovery Questions
Zero-ShotWrite 10 discovery questions to uncover the competitive situation at [prospect company] without sounding like a competitor teardown.
Known competitors in play: [competitors]. Our differentiators: [differentiators].
Questions should: surface dissatisfaction with the current solution, uncover unmet needs our competitors can't address, understand the switching criteria, and reveal how they evaluated vendors last time. Frame all as curiosity, not interrogation.
Multi-Stakeholder Discovery
MECEMap the stakeholder landscape for a deal at [company] and create a discovery approach for each.
Stakeholders known: [list roles]. Unknown but likely: [list likely roles].
For each stakeholder: their likely priority, fear, success metric, and preferred communication style. Discovery question(s) to ask each one. How to identify conflicts between stakeholders and use them constructively in the deal.
Discovery Email (Post-Cold Call)
Zero-ShotWrite a follow-up email to send after a brief cold call conversation where the prospect showed initial interest but couldn't talk long.
What was discussed: [1–2 topics]. Next step agreed: [e.g., 30-min call]. Calendar link: [link].
Under 100 words. Reference the call specifically. Remind them of the value discussed. Make booking the call effortless. Include a one-line proof point.
Discovery Recap Email
BLUFWrite a discovery call recap email to send to [prospect name] at [company] after a [30/45-minute] discovery call.
Pains uncovered: [pains]. Goals discussed: [goals]. Next step agreed: [next step + date].
Email confirms: what we heard, what we'll do next, and any open questions. Under 200 words. Signals that we listened. Sets the stage for the proposal.
Discovery Failure Analysis
Zero-ShotHelp me diagnose why a discovery call didn't result in a next step.
What happened: [describe the call]. The prospect said: [final response].
Analyse: did I go too deep too fast, did I talk more than listen, was the pain real or assumed, did I get to the economic impact, and did I earn the right to move forward? Provide 3 specific things to do differently on the next call.
Technical Discovery Questions
Zero-ShotWrite 15 technical discovery questions for selling [technical product/platform] to a [technical buyer: CTO/architect/engineering lead].
Key technical concerns they typically have: [security/integration/scalability/migration].
Questions should: uncover their current architecture, surface technical blockers to adoption, understand integration requirements, assess the migration effort, and reveal the technical champion's evaluation criteria. Avoid jargon where possible — keep questions conversational.
Use-Case Discovery
Zero-ShotWrite a use-case discovery script for identifying which of our [3–5 product use cases] best fits a prospect's situation.
Use cases: [list use cases]. Product: [product].
Questions for each use case: 2 situation questions to assess fit, 1 pain question to surface urgency, 1 value question to quantify impact. Decision tree: how to navigate from their answers to the right use case pitch.
Procurement / Legal Discovery
Zero-ShotWrite a script for uncovering the procurement and legal process at [enterprise prospect] without appearing presumptuous or rushing the deal.
Deal size: [ACV]. Champion role: [role].
Questions to ask: who else needs to be involved in the decision, what does their standard vendor approval process look like, are there security/legal reviews, what has caused deals to stall in the past, and what would make the paperwork process smoother. Ask naturally, not like a checklist.
Discovery Note-Taking Template
Zero-ShotCreate a discovery call note-taking template for the sales team at [company] selling [product].
CRM: [Salesforce/HubSpot/Pipedrive].
Template fields: attendees, date/duration, current situation, stated pain (verbatim quote), implied pain, impact/cost of problem (quantified), desired outcomes, current solution + dissatisfaction, competitors in play, budget signals, decision process, next steps (owner + date), deal strength score (1–5), and champion assessment.
Budget Qualification Script
Zero-ShotWrite a script for qualifying budget on a discovery call without making the prospect feel interrogated.
Product pricing: [price range]. Target deal size: [ACV].
3 approaches to uncover budget: 1. Reference pricing approach ("deals like yours typically run X–Y range"). 2. ROI-first ("what would solving this be worth to you?"). 3. Direct but warm ("to see if we're a fit, can you share what's been allocated?"). When to use each and how to handle "we don't share budget."
Internal Selling Coach Script
Zero-ShotWrite a script for coaching your champion on how to present [product] internally to get buy-in from stakeholders.
Champion role: [role]. Internal audience: [titles]. Key objections expected: [objections].
Give the champion: a 2-minute elevator pitch for the economic buyer, answers to the top 3 objections, what data to bring to the internal meeting, and how to ask for a decision vs asking for more evaluation time.
Deal Qualification Scorecard
MEDDICBuild a deal qualification scorecard for [company]'s sales team selling [product].
Average ACV: [ACV]. Typical sales cycle: [length].
Scorecard dimensions: Pain clarity (1–5), Economic Buyer access (1–5), Decision process clarity (1–5), Timeline firmness (1–5), Budget confirmed (1–5), Champion strength (1–5), Competitive position (1–5).
Scoring rules: [below X = disqualify, X–Y = nurture, above Y = pursue]. Include deal review questions for each dimension.
Discovery for Expansion Deals
Zero-ShotWrite a discovery framework for an expansion conversation with an existing customer of [product].
Current usage: [what they use today]. Expansion opportunity: [additional product/seats/tier].
Key difference from new business discovery: they already trust us, so go deeper faster. Questions to ask: how their situation has evolved since buying, what's grown, where our product hasn't fully solved the problem, and what new challenges have emerged. Bridge naturally to the expansion conversation.
Voice of Customer Discovery
Zero-ShotWrite a voice-of-customer interview script for [product] to be used with new customers (within 90 days of purchase).
Goals: understand why they bought, what they were skeptical about, and what's delivering value.
8 open-ended questions covering: situation before us, how they found us, evaluation process, what almost stopped them from buying, what surprised them after purchase, and what they'd tell a colleague considering us. Designed for 20–30 minutes.
How to use these prompts
- Replace [placeholders in brackets] with your specific details before sending.
- Add context about your audience, tone, or format to get more tailored results.
- Chain prompts — use one output as input to the next for complex tasks.
- Works with ChatGPT, Claude, Gemini, and other LLMs.
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