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Prepare a discovery call that earns the second call

Framing the problem as a hypothesis to test keeps discovery from collapsing into a pitch, and the SPIN-ordered ladder builds the implication trail that makes budget conversations natural later. Explicit disqualification criteria protect the pipeline from optimistic clutter.

SalesPlanSuggested model: openai/gpt-5.6-luna

Last reviewed July 17, 2026

The prompt
Prepare me for a discovery call.

Prospect: {{prospect}}
What we sell: {{offer}}
What I already know: {{known}}

Produce:
1. The hypothesis: our best guess at their problem and its business cost, stated as something to TEST on the call, not to pitch.
2. Question ladder: 8 questions ordered situation, then problem, then implication, then payoff. Each question open-ended, about their world (not our product), with the follow-up probe and what a strong vs weak answer signals for qualification.
3. Disqualification criteria: the 3 answers that mean we should politely exit, because a fast no beats a slow no.
4. Landmines: topics or claims likely to trigger skepticism given who they are, and the straight response to each.
5. The close: how to end with a concrete mutual next step (never "I will send some information"), with 2 variants depending on how the call went.

Rule: the plan must have me talking less than a third of the call.
Run in idaptOpens a new chat with the prompt prefilled. Nothing sends until you press send.

Fill in the variables

VariableWhat it isExample
{{prospect}}Who is on the callCOO of a 90-person logistics company, inbound from a webinar
{{offer}}What you sell, in one lineroute optimization software for regional fleets
{{known}}What you know alreadythey run 60 trucks; hiring dispatchers; using spreadsheets

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