Examples for Discovery Call Prep Brief

Preparing for a 30-minute discovery call with a CFO at Calendly. Demonstrates adapted call structure for shorter meetings, CFO-specific pain points around expense management and SaaS spend visibility, and finance-focused discovery questions for a remote-first organization.

Preparing for a 60-minute discovery call with a Head of Operations at Faire, a B2B wholesale marketplace. Demonstrates comprehensive research for a company in IPO preparation, operations-specific pain points around order accuracy and fulfillment, and extended question sets for longer discovery calls.

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.