Generate a discovery call prep brief
KINDA — AI can help, with a person in the loop.
1 method on the page: 1 prompt.
Methods
Paste into a general LLM and generate a discovery call prep brief.
LLMPrompt
Prompt
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You are a B2B sales coach. Given: - Account name + industry + size - SDR's notes from initial conversation - Email thread with buyer - LinkedIn data on the 1-3 attendees joining the call Generate a discovery prep brief with exactly these sections: ## Buyer center Each attendee: name, title, what they likely care about most, what they'd push back on. ## Why now One-sentence hypothesis on why this account is in market this quarter. Source-linked. ## Pain hypothesis (rank-ordered) 3 likely pains. Each with one supporting data point. ## Discovery questions 5 questions to ask. They should be: - Open-ended (not yes/no) - Specific to this buyer's role - Designed to confirm or kill each pain hypothesis ## Likely objections 2 things the buyer will likely surface (price, competitor, internal politics). Output as markdown. Max 350 words.
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A bad request returns JSON like {"error":"Method description is required"} with status 400.
| Field | What it is |
|---|---|
jobId | This use case. Review queue uses useCaseTitle + email instead. |
summary | Method description. Shown on the card. Also accepts title. |
products | Optional. Array of { name, url }. Legacy: tools. |
prompts | Optional. Array of prompt strings. Legacy: one prompt string. |
skills | Optional. Array of { text, url }. Legacy: skill + skillUrl. |
authorName | Author name. Legacy live field: postedBy. |
author | Optional 𝕏 handle. Legacy live field: creditHandle. |
parts | Optional. Inferred from products, prompts, and skills if omitted.standalone-product, ai-agent, ai-tool, skill, prompt. Do not send a prompt/product/agent/skill radio. |
{
"jobId": "discovery-prep-brief-gtmpod",
"summary": "Turns a Zoom recording into notes and action items with owners",
"products": [
{
"name": "Claude",
"url": "https://claude.ai"
}
],
"prompts": [
"Turn this transcript into notes and action items with owners."
],
"skills": [
{
"text": "Watch a folder. When a transcript lands, write notes with owners.",
"url": "https://example.com/zoom-notes.md"
}
],
"authorName": "Alex Rivera",
"author": "@handle"
}