Sales & Customer Success

Sales Discovery Call Questions Script AI Prompt

Discovery calls often drift. You jump in, ask broad questions, and leave with thin notes and no clear next steps. Prospects feel interrogated. You miss real pains, decision dynamics, and timeline signals. Deals stall because you didn’t uncover what matters.

A strong prompt fixes that. When you give AI clear context—your product, ICP, buyer role, segment, and call goals—it builds a focused question flow that earns trust and surfaces key data fast.

AskSmarter.ai guides you with 4–5 smart questions to collect that context. You get a structured prompt that yields a tight script, tailored to your buyer, aligned to your sales process, and easy to follow live.

You’ll leave discovery with concrete pains, impact, criteria, and next steps—so you can forecast accurately and move deals forward with confidence.

The transformation

Before — Vague prompt

Give me discovery call questions for my SaaS product.

After — Optimized prompt

You are a senior SaaS AE. Create a 30-minute discovery call script for a Director of Operations at a 200–500 employee manufacturing company evaluating workflow automation.

  1. Context: Mid-market, replacing spreadsheets; current tools: email + Excel.
  2. Goals: Uncover pains, impact, decision process, budget, timeline.
  3. Tone: Consultative, concise, empathetic. Avoid jargon.
  4. Structure: Opening (2 min), qualification (5), pain/impact (10), current process (5), buying process (5), next steps (3).
  5. Output: Bullet questions, suggested follow-ups, red flags to probe, time checks. End with a summary and a clear 2-step CTA.

Why this works

The after prompt is stronger because it adds the missing pieces that drive useful outputs.

  • Clarity: It defines the role (senior AE), buyer (Director of Operations), and company size. This removes guesswork and shapes relevant language.
  • Context: It includes industry (manufacturing), current state (email + Excel), and change intent (replace spreadsheets). That anchors questions to real workflows and pains.
  • Structure: It specifies a 30-minute agenda with time boxes, ensuring pacing and coverage of essentials: pain, impact, process, and next steps.
  • Tone: It sets a consultative, concise, empathetic tone and bans jargon, which improves rapport.
  • Output format: It requests bullets, follow-ups, red flags, time checks, and a closing CTA. That makes the script actionable during a live call.

AskSmarter.ai elicits these details through targeted questions about your ICP, buyer role, current tools, call length, and desired outcomes. By capturing this context, it produces a discovery script that feels custom, keeps the call on track, and consistently surfaces decision criteria and next steps.

When to use this prompt

  • Marketing Managers

    Build persona-aligned discovery scripts for campaign handoff demos to ensure SDRs qualify leads consistently.

  • Product Managers

    Validate user pains and workflows during problem interviews with structured, non-leading questions.

  • Sales Leaders

    Standardize discovery across the team with role-specific scripts that map to MEDDICC or your methodology.

  • Customer Success Managers

    Run expansion or renewal discovery to uncover new use cases, risk signals, and buying dynamics.

  • Founders

    Lead early-stage discovery calls that surface critical product gaps and buying triggers quickly.

Pro tips

  • 1

    Customize by specifying your sales methodology (e.g., MEDDICC) so the script maps to your qualification fields.

  • 2

    Anchor to the buyer’s current tools and processes to generate credible follow-up questions and ROI angles.

  • 3

    Set strict time boxes to prevent rabbit holes and ensure you cover decision process and next steps.

  • 4

    Define red flags to probe (e.g., no executive sponsor, competing priorities) to improve forecasting accuracy.

More sales & customer success examples

Customer Escalation Response Email AI Prompt

Customer Renewal Justification Email AI Prompt

Customer QBR Agenda and Deck Outline AI Prompt

Your turn

Build a prompt for your situation

This example shows the pattern. AskSmarter.ai guides you to create prompts tailored to your specific context, audience, and goals.