Prep for a discovery call with ChatGPT: what to paste, what to ask it, and where it stops
Use the chat window you already have open, ChatGPT or Claude. Below: what to paste, threeprompts that read your deal letter by letter and give you one question per gap, the check to make before you paste a customer’s words, and where it stops.
Updated
Can ChatGPT prep me for a discovery call?
For one call, it can, if you stop it guessing. Paste what the buyer has said so far and ask it to go letter by letter: what they said, who said it, and the line that shows it. Where nobody said anything, have it write “not covered” instead of filling the box. Then ask for one question per gap, in the order you’d ask them.
Ask it about your deal, not about MEDDPICC. “How do I use MEDDPICC on a discovery call?” gets you the answer anyone gets. Your notes, read letter by letter, get you your deal.
What should I paste into ChatGPT before the call?
What the buyer has said, in their words: your notes from the last call, the transcript if it was recorded, and the email thread. Add who’s coming to this call and what it’s for. Leave out your own read of the deal. The point is to see what they said, not what you hope.
First call, nothing recorded yet? Paste the email thread or the request that started it, and expect most letters to come back “not covered”. That list is your prep.
Notes that go in loose come out loose: the discovery call notes template files them by letter while you write.
What prompts should I use to prep for a discovery call?
These three, in order, in one chat. Swap the words in brackets for your own. They’re plain text: paste them into ChatGPT, Claude or whichever assistant your company allows.
Download the prompts: Markdown.
1. Read what they said
Below are my notes, the transcript and the email thread from my conversations with [company] so far. Go through the MEDDPICC letters one at a time. For each one, tell me what the buyer said about it, who said it, and quote the line that shows it. Then say whether it was only mentioned, or confirmed by someone who would actually know. If nobody covered a letter, write “not covered”. Don’t fill a gap with what’s typical for a company like this.
2. Check it against the text
Now check your answer against what I pasted. Take out any quote you can’t find word for word in it. Mark anything you worked out yourself, rather than read, as “my guess”.
3. One question per gap
I’m meeting [names and titles] on [day]. For each letter that is “not covered” or only mentioned, write one open question I could ask them, one they can answer from their own job. No yes-or-no questions. Put them in the order I should ask them.
Should I paste the customer’s words into ChatGPT?
Check two things first: whether your company allows it, and which account you’d paste into, your own or one your company set up. What happens to what you paste is in that vendor’s terms for that account, so read them on the vendor’s own site.
The same check applies here: text you paste into SalesWolf is sent to a language model too. Who serves it is on Subprocessors.
Where does prepping in ChatGPT stop?
At the answer. On one call, asked like this, it gives you a fair read. What it says never goes onto a record you accept or turn down line by line, so when it tells you what is missing, that is an answer in a thread, not a list the deal keeps.
The chat window beside the recorder, the CRM and the spreadsheet, and what each is good at: Instead of.
What does SalesWolf do with the same notes?
You paste the same notes or transcript. SalesWolf proposes what it heard, dimension by dimension, and nothing goes on the deal until you accept it. What you accept stays on the deal, and every call you paste after adds to it.
On what you’ve accepted, it marks how deep each dimension goes, rung by rung. A dimension nobody has covered stays blank.
Before the next call, the Discovery Brief is drafted from the facts you’ve accepted, the meeting you tell it about, and your company knowledge base: the questions in the order you’d ask them, each with why you’re asking it and what a good answer sounds like. A section with nothing to stand on says what it’s missing instead.
Keep the prompts. Give the deal somewhere to live.
Paste the same notes into SalesWolf, and the next call starts from what you accepted on the last one.
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