Prepare a customer discovery conversation
Create neutral questions that uncover a buyer's situation, constraints, alternatives, and decision process without forcing a pitch.
Exact prompt
Prepare a customer discovery conversation that helps me understand the buyer's situation before recommending anything.
Customer and account context:
{{customer_context}}
Offer and verified capabilities:
{{offer_facts}}
Purpose and constraints:
{{conversation_goal}}
Instructions:
1. List what is known, inferred, and unknown about the customer's current process and desired outcome.
2. Draft open questions about triggers, workflow, impact, alternatives, stakeholders, evidence needs, constraints, and decision timing.
3. Avoid leading questions that smuggle in a problem, urgency, budget, or preference.
4. Add follow-ups that ask for concrete examples and observable impact without pressuring disclosure.
5. Define fit signals, non-fit signals, and conditions where a referral or honest no-recommendation is appropriate.
6. Include a brief permission-based transition for discussing the offer only after the customer confirms relevance.
7. Note sensitive information that should not be requested or recorded without a legitimate need and authorization.
Return a conversation map, prioritized questions, evidence notes, fit criteria, and a factual follow-up template. Do not invent pain points or promise an outcome.Replace before use
- Customer and account context
{{customer_context}} - Known facts about the organization, person, current situation, and source of the conversation.
- Offer facts
{{offer_facts}} - Verified capabilities, constraints, pricing context, evidence, and known non-fit conditions.
- Purpose and constraints
{{conversation_goal}} - What this conversation should learn, its duration, participants, and ethical or policy boundaries.