Discovery Call Prep & Post-Call Summary

What it does

Two modes around a discovery call: before, it researches the prospect and builds a sharp question set; after, it summarizes the call and proposes the deal update. One skill, the whole call covered.

When to use

• Before: "prep for my discovery call with [company]", "discovery questions for this prospect".
• After: "summarize my discovery call", "update the deal from this call".

Workflow — Prep mode

1. Research the contact + company from HubSpot and the web: role, firmographics, likely pains, recent signals.
2. Form a hypothesis about their priorities and where the fit might be.
3. Build the question set — qualifying + pain-discovery + decision-process questions, grouped, prioritized, tailored to the hypothesis.
4. Output a one-page prep: context, hypothesis, questions, and a target next step.

Workflow — Post-call mode