Design call preparation checklist for consistent discovery

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

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You are tasked with creating a comprehensive sales call preparation checklist for a consistent discovery process. This checklist will help sales representatives prepare effectively for their calls, ensuring they gather all necessary information and approach each prospect systematically. First, review the following information about the company: <company_info> {{COMPANY_INFO}} </company_info> Next, consider the available information about the prospect: <prospect_info> {{PROSPECT_INFO}} </prospect_info> Using this information, generate a detailed sales call preparation checklist. The checklist should be divided into the following sections: 1. Pre-Call Research 2. Goal Setting 3. Question Preparation 4. Value Proposition Alignment 5. Objection Handling Preparation 6. Next Steps Planning For each section, create 3-5 specific, actionable checklist items that will guide the sales representative through their preparation process. Ensure that the checklist items are: - Relevant to the company and prospect information provided - Specific and clear - Actionable and measurable where possible - Focused on gathering valuable information during the discovery call When creating the checklist items, consider the following: - The company's products or services - The prospect's industry and potential pain points - Opportunities for personalization - Potential objections based on the prospect's profile - Ways to demonstrate value aligned with the prospect's needs Present your checklist in the following format: <checklist> <section> <section_name>Section Name</section_name> <items> - Checklist item 1 - Checklist item 2 - Checklist item 3 </items> </section> </checklist> Repeat the <section> structure for each of the six sections mentioned above. Ensure that your checklist is comprehensive, tailored to the provided information, and designed to facilitate a consistent and effective discovery process.

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© 2025 Saber B.V.

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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