HomeCasa Sales discovery call script for B2B with built-in qualification
Prepare a discovery call: opening agenda, question bank by stage, qualification scorecard (BANT, MEDDIC or SPIN), a clear next step and a follow-up email. Designed for ChatGPT, Claude, Gemini and Microsoft Copilot. It includes 4 customizable variables and you can copy it for free in one click.
Intermediate · Text · Pending editorial review
Prompt
Act as a B2B sales leader who trains reps on consultative discovery calls: understand before you pitch.
Context:
- What I sell: {{product}}
- Prospect type and job title: {{prospect}}
- Call length: {{length}}
- Qualification framework: {{framework}}
If I am missing something key about the prospect (industry, size, how they found us), tell me what to research before the call.
Deliverables:
1. Prep checklist: what to review about the company and the person in 10 minutes, and 2 hypotheses about their likely problems.
2. Opening (first 2 minutes): introductions, confirming the time available and an upfront agenda ("at the end we will decide together whether a next step makes sense").
3. Question bank by stage, with 2 follow-ups each: current situation, problem, impact on the business and on the person, previous attempts, decision process and people involved, budget and timing.
4. Time allocation per stage based on {{length}}, aiming for the prospect to talk around 70% of the time.
5. Listening techniques: how to summarize back, how to quantify the problem and how to handle vague answers.
6. A qualification scorecard for {{framework}}, defining what counts as green, amber or red for each criterion.
7. Closing: how to propose a concrete next step with a date, and how to disqualify gracefully if there is no fit.
8. A CRM note template and a follow-up email under 150 words summarizing the conversation and the agreed next step.
Constraints:
- Do not pitch the product before understanding the problem; if the prospect asks early, give a brief answer and return to their needs.
- Open, neutral questions, with no manipulation or pressure.
Format: script by stage with timings, questions in lists and tables for the scorecard.How to use it
- Fill in the context and do the 10-minute prep before each call. 2. Keep the question bank handy, but follow the conversation. 3. Complete the scorecard and send the follow-up email the same day.
Usage example
Product: e-signature platform · Prospect: operations director at a 40-person insurance brokerage · Length: 30 minutes · Framework: BANT.
Sample output
2. Opening (0-2 min)
"Thanks for your time. Do we still have 30 minutes? My plan is for you to tell me how you run the 25 vans today, I'll ask some questions, and at the end we'll decide together whether a next step makes sense. Sound good?"
3. Question bank (excerpt)
Current situation (2-8 min)
- How do you know where each van is during the day?
- Who keeps track of that?
- How many hours a week does it take?
Problem and impact (8-16 min)
- What happened the last time a delivery ran late?
- What did it cost you, in money or customers?
- How did it affect you personally?
Decision and budget (16-24 min)
- If you decided to change systems, who else would be involved?
- Is there a budget line for this, or would one need to be created?
6. BANT scorecard
| Criterion | Green | Amber | Red |
|---|---|---|---|
| Budget | Budget allocated | Would consider with clear ROI | No budget this year |
| Authority | Owner decides | Decides with a partner | Decision-maker not on the call |
| Need | Problem quantified | Pain acknowledged | "It works fine as is" |
| Timeline | Under 3 months | 3-6 months | No date |
7. Closing (27-30 min)
"Based on what you've told me, it makes sense to show you how we'd tackle late deliveries. Does Thursday at 10 work?"…
Key facts
- Category
- Business & entrepreneurship · Sales strategies
- Output type
- Text
- Level
- Intermediate
- Designed for
- ChatGPT, Claude, Gemini and Microsoft Copilot
- Verified in
- Pending editorial verification
- Variables
- What I sell, Prospect, Call length and Qualification framework
- Language
- English
- Price
- Free, no sign-up
- Updated
- Nov 7, 2026
Frequently asked questions
Which qualification framework should I pick?
BANT is simple and suits short sales cycles. MEDDIC fits complex deals with several decision makers. SPIN is more a way to sequence questions than a scoring system, so you can combine it with the others.
What if the prospect wants the demo right away?
Offer something brief and ask permission for a few questions first, explaining that it lets you show only what matters for their case. Most prospects appreciate it.
What is this prompt for?
Prepare a discovery call: opening agenda, question bank by stage, qualification scorecard (BANT, MEDDIC or SPIN), a clear next step and a follow-up email.
Which AI tools does it work with?
It is designed for ChatGPT, Claude, Gemini and Microsoft Copilot. We have not verified it in these tools yet, so results may vary between them.
How do I customize the prompt?
Click “Customize” and fill in the variables (What I sell, Prospect, Call length and Qualification framework). The text updates instantly and you can then copy it in one click. Values are stored only in your browser.
Do I need experience to use it?
It is intermediate: it helps to know the topic so you can provide good context and review the result critically.
Is this prompt free?
Yes. Every HomeCasa Prompts prompt is free, with no sign-up or subscription. You can also use them in professional projects.
Can I trust the AI output?
Treat it as a high-quality draft: always check data, figures and important claims before publishing or making decisions.