SalesAccount Executivebeginner 15 min saved

First Sales Discovery Interview Script

Generate 8 tailored discovery questions for a focused first sales conversation.

Customise & copy

Add the context you have. The prompt updates as you work.

Target buyer role/title *

Enter the prospect's role or title.

Prospect industry *

Enter the prospect company's primary industry.

Prospect company size *

Choose the closest employee-count range.

Primary product value proposition *

State the main business outcome the product is intended to deliver.

Specific meeting goal *

Describe what you need to learn or accomplish in this meeting.

Live prompt

5 fields

Create a ready-to-copy first sales discovery interview script for a new prospect using the context below.

Target buyer role/title: {{target_buyer_role}}
Prospect industry: {{prospect_industry}}
Prospect company size: 200-999 employees
Primary product value proposition: {{primary_product_value_prop}}
Specific meeting goal: {{specific_meeting_goal}}

Return exactly 8 direct discovery questions, grouped into exactly 4 intent categories with 2 questions per category. Use these categories: Current Situation, Challenges and Impact, Priorities and Evaluation, Decision and Next Steps. Tailor every question to the buyer, industry, company size, value proposition, and meeting goal. Make questions specific, neutral, non-leading, and useful for a first conversation. Avoid conversational filler, introductions, explanations, assumptions, hype, yes/no questions where an open question is more useful, and invented facts. Return only the four category headings and the 8 numbered questions, with no closing note or commentary.

Proof before you use it

A real example

Tested on gpt-5.6-luna on 2026-09-10

{
  "prospect_industry": "Fintech payments",
  "target_buyer_role": "VP of Sales",
  "prospect_company_size": "200-999 employees",
  "specific_meeting_goal": "Determine whether forecast reliability is a funded priority and identify who should be involved in evaluating a solution",
  "primary_product_value_prop": "Improve sales forecast accuracy while reducing manual pipeline reporting"
}

A small ritual that works

How to use it

01Enter the target buyer role/title and prospect industry.
02Select the prospect company size.
03Describe the primary product value proposition.
04State the specific meeting goal.

Why it works

The prompt turns a broad sales-discovery task into a tightly defined conversation structure. It requires exactly eight open-ended questions across four practical stages: understanding the current situation, uncovering challenges and impact, clarifying priorities and evaluation criteria, and identifying decision processes and next steps. The required context fields give the questions clear inputs for buyer role, industry, company size, product value, and meeting objective. Rules against leading questions, invented facts, hype, filler, and commentary keep the requested format focused on an initial business conversation.

Where it fails

The structure is less useful when the context fields are too broad or generic to support meaningful tailoring. For example, a vague value proposition or meeting goal gives the prompt little direction for connecting questions to business outcomes or a specific decision. The fixed four-category structure can also constrain conversations that require a different discovery sequence.

Customisation tips

Use a specific buyer role rather than a department name, and describe the industry narrowly enough to identify relevant operating conditions. State the value proposition as a business outcome, such as reducing reporting effort, increasing conversion, or improving compliance. Make the meeting goal concrete by naming what the conversation should clarify, such as problem priority, stakeholder involvement, evaluation criteria, or a next-step decision. If the sales motion requires different stages, replace the four required categories while preserving the two-question-per-category balance.

Watch-outs

The prompt requires every question to reflect all five context fields, so incomplete or abstract inputs limit the available detail.
The instruction to return only headings and numbered questions leaves no space for rationale, follow-up prompts, qualification guidance, or interviewer notes.
The ban on assumptions and invented facts means industry-specific language should come from the supplied context rather than unstated knowledge about the prospect.
The fixed total of eight questions prioritizes consistency and brevity over exhaustive exploration.

Works in

ChatGPTClaudeGeminiMicrosoft Copilot

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