EasyUpdated Oct 18, 2026
A Claude Project writes the discovery questions only a prepared rep would ask
Research on the prospect plus your own company goes in one Claude Project; out come cited, non-generic questions.
RevStack prompt
Copy this into the model
Written by RevStack for this job. It is separate from the sourced result on this page.
Inputs
- Your role and company
- Prospect role and company
- What they said they want
- Uploaded research on them and on you
I'm {{my_role}} meeting {{prospect_role}} at {{company}} for the first time. Here's what they said they're looking for: {{their_words}}
Besides the basic discovery questions every rep would ask, what questions show I did my research and understand the challenges likely in their business and industry? For each, explain why you chose it and cite sources. Do not make up details or infer too much.Example output
An illustration of the shape of the answer. Not a reported result.
1. 'Your Q2 call mentioned moving upmarket. How is that changing who your SDRs target?' Why: ties their stated goal to a public statement (source: earnings transcript).
A rep can try it this week with tools you already pay for.
The problem
Discovery questions sound like every other rep's and show no homework.
How AI solves it
When the meeting is booked, run deep research on the prospect and their industry.
Upload it to a Claude Project that already holds research on your own company.
Paste what the buyer said they want, from the email or call that booked the meeting.
Ask for questions beyond the basics, each with why it was chosen and cited sources, and no made-up details.
Check every fact; keep only what you can validate.
After each meeting, add the transcript and emails so follow-ups use the full history.
Tools that do this
- Claude (Projects)
LLM with Projects that keep account context across meetings.
Workflow
Step 1
Create one Project per account
Step 2
Load a standing research doc on your own company
Step 3
Feed transcripts in after every call