In the pack: ChatGPT, Claude & Gemini Prompts for Small Business Owners
Discovery Call Prep Sheet for a New Prospect
Prompt
Who the prospect is and how they found us: {{PROSPECT_DESCRIPTION}}
What they've asked about so far: {{THEIR_ENQUIRY}}
What we offer and our typical price range: {{OUR_OFFER}}
Call length: {{CALL_LENGTH}}
Create a one-page prep sheet:
1. Call goal and the decision I want by the end (next meeting, site visit, proposal, or a polite no).
2. A 3-part agenda with timings.
3. Eight open questions in a sensible order, covering their situation, the problem and its cost, previous attempts, decision-makers, timeline and budget. Phrase the budget question naturally.
4. Three likely concerns, with a short way to address each.
5. Qualification checklist: 5 signs they're a good fit and 3 red flags.
6. A closing line to agree the next step, and a 4-line follow-up email template to send straight after.
Constraints: the prospect should talk at least 70% of the time. Avoid jargon. Questions must suit my business, not generic B2B software sales.
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About this prompt
“Discovery Call Prep Sheet for a New Prospect” is a free prompt for ChatGPT in the Business category, 183 words long, added to The Prompt Index on October 28, 2026 by The Prompt Index. Copy it with the button above, paste it into ChatGPT or any other AI chat assistant, and send it.
It has 4 placeholders to fill in first:
{{PROSPECT_DESCRIPTION}}, {{THEIR_ENQUIRY}}, {{OUR_OFFER}}, {{CALL_LENGTH}}.
Use the “Customize this prompt” fields to personalise it before you copy.
Recommended models: ChatGPT, Claude, Gemini.
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