discovery-call-prep

name	Discovery Call Prep
description	Prepare a discovery call with the questions and hypotheses that qualify a deal fast.
category	Ops

Discovery Call Prep

Walk into a discovery call ready to qualify — with a hypothesis to test and the questions that get there.

When to use

• Before a first discovery call with a prospect.
• When a deal's real needs are still unclear.

Steps

1. Review the account research and form a hypothesis about the need.
2. Frame the call's goal — what "qualified" would look like.
3. Write open questions on pain, process, budget, and timeline.
4. Anticipate objections and prepare an honest response.
5. Plan the next step you will propose if it qualifies.

Output

A call plan: hypothesis, goal, question list, and the next step to propose, following the [[Sales playbook]]. Ready to run the call.