Walk into each discovery call with a tailored brief

---
name: "ae-discovery-prep-gtmpod-method"
description: "Use when you need to Walk into each discovery call with a tailored brief. Prepare for sales discovery calls automatically"
---

# Prepare for sales discovery calls automatically

Job: [Walk into each discovery call with a tailored brief](https://aiagents.org/canai/ae-discovery-prep-gtmpod)

## Need

- AI agent

## Steps

1. Add a CRM automation (the source uses Salesforce) that starts the prep a day ahead of every discovery meeting.
2. Have that workflow gather what you already know: the SDR's notes, earlier emails, attendees' LinkedIn details and any recorded calls in Gong.
3. Send it to Claude to produce a one-page brief covering the buying group, why they may act now, likely pains and five questions shaped for this account (the prompt is listed separately).
4. Post the brief where the rep will see it, such as a prep channel in Slack or the CRM activity log.
5. The account executive reads it a few minutes before the call and goes in with specific questions.
6. Optional: gtmpod's discovery brief prompt is listed separately in our prompts.
7. Note: Our own-words summary of gtmpod's playbook, in its order; the original also covers pitfalls. It needs a paid stack (Salesforce, Gong and the Claude API).

## Credit

Method author gtmpod
Source: https://gtm-pod.com/playbooks/ae-discovery-prep