Create meeting agenda for productive discovery calls

Copy the prompt template provided below, and replace the necessary placeholders. Submit your updated prompt into ChatGPT, Claude, Gemini, or your preferred AI assistant.

You are tasked with creating a meeting agenda for a productive discovery call. This is a crucial step in the sales process, as it sets the tone for the interaction and ensures that all important topics are covered efficiently. You will be provided with two pieces of information: <company_info> {{COMPANY_INFO}} </company_info> This contains details about the company conducting the discovery call, including their products or services, unique selling points, and any recent developments. <prospect_info> {{PROSPECT_INFO}} </prospect_info> This includes information about the prospect, such as their industry, company size, potential pain points, and any prior interactions or known preferences. Using this information, create a detailed meeting agenda for a discovery call. Follow these guidelines: 1. The agenda should be structured to last approximately 30-45 minutes. 2. Include time allocations for each section. 3. Ensure a balance between gathering information and presenting your company's value proposition. 4. Incorporate open-ended questions to encourage discussion. 5. Allow flexibility for the prospect to ask questions or dive deeper into specific areas of interest. Your agenda should include the following sections: 1. Introduction and rapport building 2. Overview of the meeting agenda 3. Discovery questions about the prospect's business, challenges, and goals 4. Brief company and solution introduction 5. Exploration of how your solution could address the prospect's needs 6. Next steps and action items Format your agenda in a clear, professional manner. Use bullet points for clarity and include brief explanations or sample questions where appropriate. Begin with a brief introduction explaining the purpose of the agenda, followed by the detailed meeting structure.

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  • Use case scenario

    Generate 3 whys

    POV business case

    Develop account strategy

    Anticipated objections

    Stakeholder value proposition

    Pain point identification

  • Create value pyramid

    Generate talk track

    Industry-specific use cases

    Craft personalized outreach

    Qualification checklist

    Negotiation strategy

  • Account SWOT analysis

    Stakeholder value proposition

    MEDDIC analysis

    ROI calculator

    Draft executive summary

    Competitive differentiation

    BANT analysis

  • Stakeholder value points

    Budget allocation insights

    Use case scenario

    Value justification

    TCO analysis

    Generate account overview

    SPICED analysis

    Create value pyramid

  • Use case scenario

    Generate 3 whys

    POV business case

    Develop account strategy

    Anticipated objections

    Stakeholder value proposition

    Pain point identification

  • Create value pyramid

    Generate talk track

    Industry-specific use cases

    Craft personalized outreach

    Qualification checklist

    Negotiation strategy

  • Account SWOT analysis

    Stakeholder value proposition

    MEDDIC analysis

    ROI calculator

    Draft executive summary

    Competitive differentiation

    BANT analysis

  • Stakeholder value points

    Budget allocation insights

    Use case scenario

    Value justification

    TCO analysis

    Generate account overview

    SPICED analysis

    Create value pyramid

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© 2025 Saber B.V.

Carefully crafted by people from all over.

Saber logo

© 2025 Saber B.V.

Carefully crafted by people from all over.

Saber logo