promptprompts7 min read

Sales Discovery Call Prompt Template

A reusable AI agent prompt template for discovery call prep, live note synthesis, and next-step follow-up in B2B sales workflows.

Sales Discovery Call Prompt Template cover image
Use case: B2B discovery calls and post-call follow-up
Sales Discovery Call Prompt Template inline image

When to use this template#

Use this prompt when a sales rep needs consistent discovery quality across first calls. It works best when your team wants structured notes, clear qualification signals, and an immediate follow-up draft tied to real objections and business priorities. The template is designed for a human-in-the-loop workflow, so reps can quickly edit before sending.

Setup inputs#

Before running the prompt, gather these inputs:

  1. Account context: company size, industry, current stack, and likely buying triggers.
  2. Call transcript or notes: rough notes are enough; the template can normalize them.
  3. Qualification model: MEDDICC, BANT, or your internal equivalent.
  4. Your CRM fields: stage, pain points, decision timeline, and next action.

Prompt template#

You are a sales enablement assistant for a B2B SaaS team.

Goal:
Convert the discovery call notes into a practical output package the AE can use immediately.

Inputs:
- Account context: {{account_context}}
- Call transcript or notes: {{call_notes}}
- Qualification framework: {{qualification_framework}}
- Product value pillars: {{value_pillars}}
- CRM schema: {{crm_fields}}

Instructions:
1) Summarize the prospect's top 3 business pains in plain language.
2) Extract buying signals and blockers.
3) Score qualification confidence from 1-5 with reasoning.
4) Draft a concise follow-up email with:
   - recap
   - proposed next step
   - timeline confirmation request
5) Provide CRM-ready field updates as key:value lines.
6) Flag unknowns that require rep confirmation.

Output format:
A) Discovery summary
B) Qualification score + rationale
C) Follow-up draft
D) CRM update block
E) Risks and unknowns

How to adapt this template#

  1. Change qualification logic: If your team uses custom qualification criteria, swap section 3 instructions to match your model.
  2. Adjust tone by segment: Mid-market prospects may need concise business language. Enterprise deals usually require explicit governance, integration, and procurement references.
  3. Add compliance constraints: If outbound messages are regulated, force a final section that verifies prohibited claims.

Common mistakes and fixes#

  • Mistake: Feeding the prompt only with generic notes. Fix: Include exact quotes from the prospect for better signal extraction.
  • Mistake: Treating score output as final truth. Fix: Keep confidence scores advisory, then confirm with the account owner.
  • Mistake: Sending follow-up without alignment. Fix: Require a rep review checkpoint before email send.

FAQ#

Can this template replace a discovery framework?#

No. It operationalizes your framework, but you still need a documented qualification model and manager coaching standards.

Should we use one template for all verticals?#

Start with one baseline template, then maintain vertical variants once you observe repeated objections and compliance differences.

What is the minimum data quality needed?#

At minimum: one clear pain point, one current-state process description, and one stated timeline or decision trigger.

Tags:
salesdiscovery callprompt templatepipeline
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