In the pack: ChatGPT, Claude & Gemini Prompts for Sales Reps and Teams
Discovery Call Plan From Account Research
Prompt
Account and contact: {{ACCOUNT_AND_CONTACT}}
What I already know (from research and earlier contact): {{WHAT_I_KNOW}}
What I sell: {{WHAT_WE_SELL}}
Call length in minutes: {{CALL_LENGTH}}
Rules:
- Work only from what I know. Do not assume their problems; list what I think are hypotheses and write questions that test them.
- Open-ended, non-leading questions only. No question should contain our solution.
- Include at least one question that could disqualify the deal. Disqualifying early is a win.
- Do not invent facts about the account, and mark anything I should confirm at the start.
Output:
1. Goal of the call in one sentence and what a successful outcome looks like.
2. Time-boxed agenda that fits my call length.
3. Hypotheses I am testing, each with a question.
4. 8 to 10 prioritised questions, in the order I should ask them, with a one-line note on what each is trying to learn.
5. The "next step" I should ask for, and a fallback if they refuse it.
6. Red flags that mean I should stop and requalify.
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About this prompt
“Discovery Call Plan From Account Research” is a free prompt for ChatGPT in the Business category, 199 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:
{{ACCOUNT_AND_CONTACT}}, {{WHAT_I_KNOW}}, {{WHAT_WE_SELL}}, {{CALL_LENGTH}}.
Use the “Customize this prompt” fields to personalise it before you copy.
Recommended models: ChatGPT, Claude, Gemini.
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