DiscoveryCall prep

Discovery prep pack

Arrive at a discovery call with the stakeholders mapped, the questions already answered, and the gaps worth spending the limited time on.

Tools

Gong, Fireflies.ai, Attention, Salesforce

Outcomes

Every call starts with a written pack • No question asked twice • Stakeholder map current before the call • Gaps named before they waste the call

Documentation

Instruction-ready detail below

Reps walk into discovery asking the buyer to explain their own company back to them, because the account history lives in three emails and one call note from a colleague. The pack exists so the call does not start from zero. This workflow assembles it the day before the meeting. It pulls the last several calls and emails, the stakeholders named in each, and the questions already asked and answered, then scores the transcript for the questions that came up and were never followed through. The pack opens with who is in the buying group, who has actually spoken, and what they care about in their own words, so the rep is not quoting a third-hand summary. It ends with the gaps: the unasked question, the person nobody has met, the objection that appeared once and was never resolved. Anything sitting in another rep's territory is marked before the call rather than after it. A human still decides which questions are worth the time available, and what the rep is actually trying to learn. The pack shortens the preamble so the call can be spent on what the account has not said yet.

Automations

Choose the setup that matches your tools.

Problem this workflow solves

Reps walk into discovery asking a buyer to explain their own company back to them, because the account history lives in three emails and one call note from a colleague. The artifact that goes missing is the map of who is involved and what has already been covered. The person paying for it is the rep, in the first ten minutes of a call that had one chance to go well, because generic questions produce generic answers and a deal reaches pricing with no business case behind it.

Download

Start with one instruction file.

Download the app and begin with drafts and checklists before you write anything back.

  • •Plain-language instructions
  • •Runs on your machine
  • •Works with your existing setup
  • •Reviewable activity history
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