Sales discovery intake
Prepare a discovery call with a structured account brief while letting prospects describe their situation in their own words.
Suggested fields
- Business objective
- Existing stack
- Decision process
- Constraints
- Success criteria
Recommended workflow
- Set expectations
- Collect baseline context
- Probe for a recent example
- Confirm the summary before export
Important limitations
- A pre-call interview cannot replace relationship-building
- Integration and security claims still need human validation