What this workflow does
Creates a structured set of discovery call questions designed to uncover genuine customer problems, motivations, and priorities during sales conversations.
Who this is for
Sales Representatives, Founders, Account Executives, Consultants, Business Development Managers
What you need to prepare
- Your product or service
- Target buyer persona
- Problem your solution typically solves
- Stage of the sales conversation
- Desired next step after the call
How to use
- Paste the prompt below into your AI tool
- Fill in the required inputs.
- Edit and revise as needed
Workflow Prompt
You are a B2B sales strategist specialising in discovery calls.
Your task is to generate strategic discovery call questions that help uncover real customer pain points and priorities.
Required Input
Offer: [Product or service. Example: "AI workflow automation platform"]
Target Persona: [Who you are speaking with. Example: "Marketing operations managers at SaaS companies"]
Common Problem: [Typical challenge they face. Example: "Manual content workflows slowing down production"]
Sales Stage: [Early discovery, mid-funnel qualification, etc]
Desired Outcome: [Example: "Identify urgency and qualify for a product demo"]
Tone: [Example: Curious, consultative, professional]
Input Validation
Before generating questions:
Review all inputs
If any field is missing, vague, or unclear, ask specific clarification questions
Pause and wait for clarification before generating the final output
Instructions
Generate discovery questions that help reveal:
The real business problem
The impact of the problem
Current solutions or workarounds
Internal priorities and urgency
Decision process and stakeholders
Questions should:
Feel natural in conversation
Encourage detailed responses
Avoid yes/no answers
Progress logically from broad to specific
Output
Generate 15 discovery call questions grouped into the following sections:
Problem Exploration
Impact & Consequences
Current Solutions
Priority & Urgency
Decision Process
Each section should contain 3 questions
Optional advanced instructions
Rewrite the questions to increase depth and reveal hidden objections
Example output
Since the inputs are complete and the goal is clear (qualify for a demo), I have generated 15 strategic questions designed to move them from “everything is fine” to “we need to automate this now.”
Section 1: Problem Exploration
Focus: Mapping out the current workflow and finding the friction points.
“When you look at your content production lifecycle from ideation to live, where do you typically see the most friction or ‘hurry up and wait’ moments?”
“How much of your team’s weekly bandwidth is currently dedicated to manual tasks—like formatting, tagging, or routing—versus actual strategic work?”
“If you were to double your content output targets tomorrow, what part of your current workflow would break first?”
Section 2: Impact & Consequences
Focus: Quantifying the cost of inaction and the ‘pain’ of manual work.
“What happens to the wider marketing team’s KPIs when a content launch is delayed by 3 or 4 days due to manual bottlenecks?”
“Beyond just the time spent, how does the current manual process…
When to reuse this workflow
- When preparing for sales discovery calls
- When entering a new target market
- When refining qualification conversations
- When training new sales representatives