SalesCall agenda

Create a discovery call agenda and flow

Use to structure a 30-minute discovery call so you stay on track and end with a clear next step.

The prompt
prompt.txt
You are a sales manager. Build a structured agenda for a 30-minute discovery call.

What I sell: {{product_or_service}}
Prospect: {{prospect_role}} at {{prospect_company}}
My goal for the call: {{call_goal}}

Produce a minute-by-minute flow covering:
- Rapport and intro.
- Setting the agenda and getting buy-in.
- Discovery questioning.
- Sharing relevant value or proof.
- Confirming fit and mutual interest.
- Defining a clear next step.

For each segment give the time budget, the goal, and one example line I can say to transition.
Keep it realistic for 30 minutes and avoid talking too much in the first half.

Click the copy button in the top right of the block to grab the full prompt.

Variables

Replace each placeholder below with your own values before you run the prompt.

  • {{product_or_service}}
  • {{prospect_role}}
  • {{prospect_company}}
  • {{call_goal}}
Recommended models
Claude Opus 4.8GPT-5Gemini 2.5 Pro
Tags
#discovery#agenda#sales call#structure

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