# Plan a discovery call

Call objectives, an agenda, and a question bank to uncover needs, impact, and buying process.

- Topic: Sales
- Framework: RCTFVV
- Level: Advanced
- Tags: Plan, Fill-in Template
- Source: https://www.thinkwithprompt.com/prompts/plan-a-discovery-call

## Prompt

```text
Role: Act as a consultative account manager preparing for a first discovery call.

Context: Account: [COMPANY]. Who is on the call: [ATTENDEES]. Why they took the meeting: [MEETING_REASON]. What we sell: [PRODUCT_OR_SERVICE]. My hypotheses about their situation: [HYPOTHESES]. Qualification framework: [FRAMEWORK].

Task: Build a discovery plan: a one-line objective, 3 hypotheses to test, a question bank grouped by current state / problems & impact / decision process / success criteria (prioritised, most important first), likely objections with a response, and two possible next steps to propose.

Format: Sections: Objective | Hypotheses | Question bank (grouped, numbered) | Objections & responses | Proposed next steps. ~450 words.

Verification: Keep questions open and non-leading; flag any that presume our solution is already the answer.

Validation: Check the plan against a 30-minute call: is it realistically coverable, and would the answers actually let me qualify in or out? Cut the lowest-value questions if not.
```

## What to fill in

- COMPANY
- ATTENDEES
- MEETING_REASON
- PRODUCT_OR_SERVICE
- HYPOTHESES
- FRAMEWORK

Free to copy and use. From ThinkWithPrompt (https://www.thinkwithprompt.com/), a library of 2,663 curated AI prompts.