Sales·Works in ChatGPT, Claude, Gemini
B2B sales discovery call brief
Turn raw CRM notes into a tight pre-call brief with pain points, opportunities, and questions.
The prompt
# B2B Sales Discovery Call Brief **Goal** Turn basic CRM fields into a structured discovery call brief that helps a rep prepare fast. **Inputs** Copy and paste CRM details (deal name, company, industry, product, size, contact, notes). **Tasks** 1. Write a short **company overview** (2–3 sentences). 2. List 3–5 likely **pain points** for this company based on industry and size. 3. Suggest 2–3 **solutions or cross-sell opportunities** we could offer. 4. Provide 5–7 **discovery questions** the rep should ask. 5. Surface 2–3 **recent news items or industry trends** that could shape the conversation. **Output Format** Use clear headers and bullet points. Keep total under 300 words. **Quality** Ask clarifying questions if the pasted CRM data is incomplete.
#sales#b2b#meetings
