Discovery Mastery Workflow

Prepare me for a discovery call.

PROSPECT:
- Name: [NAME]
- Role: [ROLE]
- Company: [COMPANY]
- Industry: [INDUSTRY]
- Size: [SIZE]

WHAT I KNOW:
[Any intel from SDR or research]

MY PRODUCT:
- What we do: [PRODUCT]
- Key pains we solve: [LIST]

Provide:

1. RESEARCH BRIEF
- Key facts about the company
- Recent news or events
- Likely priorities for this role

2. HYPOTHESIS
- What I think their pains are
- Why they took the meeting

3. QUESTIONS TO ASK
- By category (situation, problem, impact, timeline)
- In logical order

4. OBJECTIONS TO EXPECT
- Based on role and company
- How to handle

5. IDEAL OUTCOME
- What success looks like
- Next step to propose

Generate discovery questions for this meeting.

CONTEXT:
- Prospect role: [ROLE]
- Company type: [INDUSTRY/SIZE]
- Our solution: [PRODUCT]
- Pains we solve: [LIST]

Generate questions in these categories:

1. SITUATION (Current State)
- 3-5 questions to understand their world

2. PROBLEM (Pain Points)
- 3-5 questions to uncover challenges

3. IMPACT (Quantify the Pain)
- 3-5 questions to understand cost of problem

4. TIMELINE (Urgency)
- 3-5 questions about timing and priority

5. PROCESS (How They Buy)
- 3-5 questions about decision process

Include follow-up questions for likely answers.

Write a post-discovery summary email.

CALL NOTES:
- Pains discussed: [LIST]
- Current state: [WHAT THEY DO NOW]
- Goals: [WHAT THEY WANT]
- Timeline: [URGENCY]
- Stakeholders: [WHO ELSE INVOLVED]
- Next steps: [WHAT YOU AGREED]

Write an email that:
1. Summarizes what you heard (shows you listened)
2. Connects their pains to your solution
3. Confirms next steps
4. Attaches relevant content if appropriate