Discovery Call Prep Brief

Pro v1.0.0 1 view

Generate comprehensive discovery call preparation briefs in 5-10 minutes with deep company research, role-specific pain points, tailored discovery questions, stakeholder mapping, objection preparation, and call structure.

What You Get

Save 2+ hours of manual prep time by generating comprehensive discovery call briefs with company research, persona analysis, and tailored discovery questions in 5-10 minutes.

The Problem

Sales professionals need to research companies and prepare for discovery calls, but manually researching company background, analyzing pain points, and creating tailored questions takes 2+ hours of preparation time per meeting.

The Solution

The skill performs automated company research using WebSearch and WebFetch to gather recent developments, funding, leadership changes, and strategic signals from the last 90 days. It analyzes role-specific pain points based on the prospect's position, company stage, and industry context to identify likely challenges they're facing. The skill generates 8-12 tailored discovery questions organized by topic with strategic rationale for each question, maps potential stakeholders in the buying committee, predicts 3-5 likely objections with response frameworks, and provides a time-blocked call structure optimized for the meeting length. The output is a comprehensive, scannable brief designed for 10-minute review before the call.

How It Works

  1. 1 Gather meeting context including company name, prospect name and role, meeting goal, what you're selling, and meeting length
  2. 2 Research company background using WebSearch and WebFetch to find company fundamentals, recent developments from the last 90 days, and strategic signals
  3. 3 Analyze role-specific pain points based on the prospect's position, company stage, and industry to identify 4-6 likely challenges
  4. 4 Generate 8-12 tailored discovery questions organized by topic with strategic rationale and timing allocations
  5. 5 Map potential stakeholders in the buying committee with their concerns and questions to ask about them
  6. 6 Prepare 3-5 likely objections based on company context with response frameworks for addressing each
  7. 7 Structure the call flow with time-blocked sections and identify 5-8 key metrics to listen for during the conversation
  8. 8 Format the comprehensive prep brief with all sections organized for quick 10-minute review before the call

What You'll Need

  • Company name or website URL for the prospect's organization
  • Prospect name and job title
  • Meeting goal (e.g., qualify pain, understand buying process)
  • What you're selling (optional but recommended)
  • Meeting length in minutes (30, 45, or 60)

Get This Skill

Requires Pro subscription ($9/month)

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Examples

CFO at Growth-Stage SaaS Company

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Head of Operations at B2B Marketplace

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VP Engineering at Enterprise Fintech

Preparing for a 45-minute discovery call with a VP of Engineering at Stripe. Demonstrates comprehensive research for a well-known public company, engineering leadership pain points around developer productivity and scaling, and tailored questions for selling developer tools.

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