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Discovery questions for a first sales call

Prompt for open discovery questions for a first sales call, grouped by situation, problem, decision and next steps. Paste it into an AI tool of your choice, which then puts the questions together.

Topic
Sales & customer calls
Type
Prompt
Level
Beginner
Time
about 5 min

Results depend on the tool, the model and what you enter.

Result preview

Example: written by our editors, not real AI output.

Current situation 1. How do you handle your bookkeeping today? – shows what would need replacing. Problem and impact 2. Where does it cost you the most time each month? – makes the benefit measurable. Decision 3. Who else is involved in the decision? – avoids surprises later. Not a fit right now if: no problem is felt, or the decision is a year away.

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What do you sell?
Who are you talking to?
What do you know already?

Your prompt

This is an instruction for an AI, not the result itself.

Where this prompt works

These AI tools are a good fit for this prompt:

How to use it

  1. Fill in the fields or tap a suggestion. Leave out names, addresses and other personal data.
  2. Copy the finished prompt into an AI tool of your choice.
  3. Mark the three most important questions and take the list into the call.

Why does this work?

If you ask and listen first, you can later make an offer that really fits. The not-a-fit signs save both sides time.

Tips

  • Don't take every question into the call. Mark the three most important and keep the rest for follow-ups.

Part of these agents

Deal review agent

Also a good fit

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