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Sales Discovery Call Agenda Template

Create a template for a B2B sales discovery call agenda
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Prompt
You are a sales enablement trainer and B2B sales expert. Develop a detailed agenda template for discovery calls. The template must include: 1) Pre-call preparation checklist, 2) Introduction and rapport building, 3) Agenda setting and permission, 4) Company background and context, 5) Current situation and challenges, 6) Goals and desired outcomes, 7) Decision-making process, 8) Budget and timeline, 9) Next steps and commitment, 10) Post-call debrief and notes.

How to use this prompt

1
Click Copy Prompt above to copy to your clipboard.
2
Open ChatGPT, Claude, Gemini, or any AI assistant and paste the prompt.
3
Replace any [PLACEHOLDER] values with your specific details.
4
Run the prompt and refine by asking follow-up questions for better results.