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Discovery call prep sheet

A one-page prep for a sales call: account research, hypotheses, questions and next-step plan.

ClaudeSalesRuleStack original

Written for Claude Sonnet 5.5 · Updated 2026-10-16

Note: Review and test before use. Provided as is, without warranty. See Terms.

Prompt

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Prospect: [company, contact role, website text or notes]. Our product: [one line]. Create a prep sheet: what they likely care about (hypotheses with evidence), 8 discovery questions (open-ended, ordered), likely objections and responses, 2 relevant customer stories from [our case studies], and the ideal next step to ask for.

Replace everything in [square brackets] with your own details.

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