# Discovery Call Prep

> Prepare structured discovery call scripts with qualification questions and next steps. TRIGGERS - Use when user wants to prepare for a sales call, client discovery, or consultation.

- Skill: `winbda/discovery-call-prep` (Agent Skill)
- Install (CLI): `npx skillmds add winbda/discovery-call-prep`
- Raw SKILL.md: https://api.skillmd.com/api/skills/winbda/discovery-call-prep/raw
- Safety review: pending
- Works with: Claude Code, Claude.ai, OpenAI Codex
- Category: Product & Planning
- Author: Winbda (https://skillmd.com/u/winbda)
- Updated: 2026-09-08
- Page: https://skillmd.com/skills/winbda/discovery-call-prep

---


# Discovery Call Prep

## Overview
Creates structured discovery call scripts that qualify prospects, uncover pain points, and naturally lead to next steps.

## Workflow

### Step 1: Context
1. **Who are you calling?** (role, company, industry)
2. **What do you sell?** (service/product)
3. **How did they find you?** (inbound, referral, cold)
4. **Call duration**: 15, 30, or 60 minutes?
5. **Goal**: Qualify, close, or book next call?

### Step 2: Build the Script

```markdown
# Discovery Call: [Prospect Name] at [Company]

## Pre-Call Research (5 min)
- [ ] Check their website
- [ ] Check LinkedIn profile
- [ ] Note recent company news
- [ ] Review how they found you

## Call Structure

### Opening (2 min)
"Thanks for taking the time, [Name]. Before we dive in, I'd love to understand what prompted you to [book this call / reach out / respond to my message]."

### Situation Questions (5 min)
1. "Tell me about your current [process/setup] for [relevant area]."
2. "How long have you been doing it this way?"
3. "What tools/people are involved?"

### Problem Questions (5 min)
4. "What's working well? What's not?"
5. "What impact is that having on [revenue/time/team]?"
6. "How much is this costing you? (time, money, opportunity)"

### Implication Questions (5 min)
7. "If this continues for another 6 months, what happens?"
8. "How does this affect [other business area]?"
9. "What have you tried to fix it?"

### Need-Payoff Questions (3 min)
10. "If you could wave a magic wand, what would the ideal solution look like?"
11. "What would solving this mean for you / your team / your business?"

### Budget & Timeline (3 min)
12. "Do you have a budget allocated for this?"
13. "What's your ideal timeline to have this solved?"
14. "Who else is involved in this decision?"

### Present & Close (5 min)
"Based on what you've shared, here's how I think we can help..."
[Tailor pitch to their specific pain points]
"Would it make sense to [next step]?"

## Qualification Scorecard
| Criteria | Score (1-5) | Notes |
|----------|-------------|-------|
| Budget fit | | |
| Authority (decision maker?) | | |
| Need (pain level) | | |
| Timeline | | |
| **Total** | **/20** | |

## Next Steps
- [ ] Send recap email within 24 hours
- [ ] Send proposal by [date]
- [ ] Schedule follow-up for [date]
```

## Quality Checklist
- [ ] Questions are open-ended (not yes/no)
- [ ] Flow goes from safe → deep (builds trust first)
- [ ] Qualification criteria defined
- [ ] Next steps are specific
- [ ] Follow-up actions listed