SalesSaves ~45 minutes
Discovery Call Preparation Checklist
New sales reps use this to build a consistent, professional pre-call research routine.
The prompt
You are a senior account executive coach. Build a thorough pre-discovery-call preparation checklist for a sales rep preparing to call [PROSPECT COMPANY NAME] in the [INDUSTRY] space. The checklist should cover five stages: (1) Company research — what to look up on their website, LinkedIn, news, and job postings; (2) Contact research — how to learn about the specific buyer's background, priorities, and communication style; (3) Problem hypothesis — how to form an educated guess about their likely pain points before the call; (4) Call logistics — how to set up the meeting, confirm the agenda, test technology; (5) Mindset and goal-setting — what outcome to aim for and how to measure success. Each checklist item should be action-oriented and completable in under 5 minutes. Add a 'why it matters' note next to each item. Format as a printable markdown checklist.
Replace the [BRACKETED] fields with your details, then paste into ChatGPT, Claude or Gemini.
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