Discovery Prep

Estimated time: 20-30 minutes

This workflow prepares the user for a specific discovery call. The output is a tailored script with red flags called out: a tailored opening, qualifying questions, transition cues, plus what to listen for and what to disqualify on.

Run the sales-coach agent throughout. Each step feeds the next.

Steps

Step 1: Capture the Prospect Brief (uses: sales-coach)

Ask the user for the prospect (name, company, role), what they are selling, and the call's scheduled date. This is an interactive step: ask, then wait for the brief before continuing. Do not proceed until you have the prospect, the offer, and the date.

• Input: user-provided prospect and offer details
• Output: prospect_brief (prospect identity, offer, call date)
• Key focus: enough specificity to research and tailor a script

Step 2: Research the Prospect (uses: sales-research)

Research the prospect and their company from the brief: company context, the role and likely priorities of the person, recent signals, and anything that shapes how to run the call. Show the research to the user.

• Input: prospect_brief from Step 1
• Output: prospect_research (company and contact research)
• Key focus: concrete, call-usable facts, not generic background

Step 3: Assess ICP Fit (uses: sales-icp)

Using the research and the offer, assess how well this prospect fits the ideal customer profile. State the ICP fit assessment and your reasoning, and present it as an inference the user can confirm or override based on what they know that you do not.

• Input: prospect_research from Step 2, offer from prospect_brief
• Output: icp_fit (fit assessment plus reasoning)
• Key focus: an honest fit read that shapes how hard to qualify on the call

Step 4: Build the Discovery Script (uses: sales-prep)