Prep a discovery call brief in 10 minutes
Walk into every first call knowing the company, the people and the three questions that matter.
A one-page brief with a company snapshot, a short read on each attendee, your top hypotheses and the questions to ask, saved to the deal in your CRM.
Tools you need
Step-by-step workflow
Gather the inputs
Copy the company website URL, the attendees' names and titles from the invite, and any notes already in your CRM. Two minutes, no more.
Get a company snapshot
Use an assistant with web search turned on. Ask for sources so you can check anything surprising.
One-page discovery brief kit
A spreadsheet with the brief layout, a bank of 30 discovery questions grouped by topic, and every prompt from this workflow.
Read the people on the call
Check each attendee's LinkedIn profile and recent activity. Paste what you find into the assistant.
Turn it into hypotheses and questions
The point of discovery is to test your guesses, not to pitch. Ask for questions that open up the conversation, not ones that lead.
Save the brief and set your call goal
Paste the brief into the deal in your CRM. Add one line at the top saying what a good outcome for this call looks like, e.g. "agree on a second call with the budget owner".
Turn this into a system
Once this workflow is working manually, connect it into an automated GTM playbook or stack.
Want this running for you?
GPTify builds it on your tools, with a fixed scope and price.
Frequently asked questions
Is it safe to paste CRM notes into ChatGPT or Claude?
Check your company's AI policy first. Use a business or team plan where your data isn't used for training, and leave out anything confidential you don't need.
What if the AI gets a fact wrong?
That's why the prompt asks for a source after each fact. Check anything you plan to mention on the call.
Can this run automatically before every meeting?
Yes. A research agent can build the brief when a meeting is booked and attach it to the deal. See the related playbook.
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