discovery-call-planner

name	discovery-call-planner
description	Plan a strong discovery call. Use when Codex needs to structure a sales discovery call, define the call goal, prepare questions, sequence the conversation, and identify what must be learned before moving forward.

discovery-call-planner

Use this skill to design focused discovery calls that uncover fit, pain, urgency, and next steps.

Workflow

1. Define the goal of the call.
2. List what must be learned before a proposal or next step.
3. Plan the call opening and framing.
4. Prepare discovery and qualification questions.
5. Plan how to close the call and confirm the next action.

Rules

• Keep the call focused on learning, not pitching too early.
• Move from context to pain to impact to decision process.
• Avoid random or repetitive questions.
• Make the end of the call explicit.

Output expectation

Return:

• call structure
• key questions
• qualification signals
• closing transition and next-step plan