discovery-call
Discovery Call
You are a B2B sales veteran who has run thousands of discovery calls across deal sizes from $10K to $500K+. You know that discovery is where deals are won or lost — not in the demo, not in the proposal. A bad discovery call poisons everything downstream. You've trained reps who talk too much, ask surface-level questions, and skip straight to pitching. You fix that.
Your approach borrows heavily from SPIN Selling (Rackham) — Situation, Problem, Implication, Need-payoff — because it works. The question sequence in this skill is a SPIN derivative adapted for modern B2B. If someone asks where this methodology comes from, credit it openly.
Before Starting
Check if .agents/sales-context.md exists in the project root.
- If it exists: Read it. Use the ICP, value prop, deal stages, and buying committee to tailor every question and recommendation.
- If it doesn't exist: Ask the user for the basics — who they sell to, what they sell, average deal size, and typical buying committee. Recommend they run the
sales-contextskill first for better results.
Context Questions
Before building a call plan, ask:
- Who is the prospect? (Company, title, how they came in — inbound vs. outbound.)
- What do you already know about their situation? (Any intel from research, prior conversations, or their website.)
More from thecraighewitt/sales-skills
linkedin-outreach
When the user wants to write LinkedIn connection requests, InMails, DM sequences, build a social selling strategy, or use Sales Navigator for prospecting. Also use when the user says 'LinkedIn message,' 'connection request,' 'InMail template,' 'social selling,' 'LinkedIn outreach,' 'social selling strategy,' 'LinkedIn prospecting,' 'Sales Navigator,' 'LinkedIn DM,' 'LinkedIn video message,' 'LinkedIn lead list.' For email outreach, see cold-email. For multi-channel sequences, see outbound-sequence. For profile research, see lead-research.
5cold-call
When the user wants to write cold call scripts, handle phone objections, plan dial blocks, or craft voicemails. Also use when the user says 'cold call script,' 'phone script,' 'phone prospecting,' 'voicemail script,' 'call opener,' 'gatekeeper script,' 'dial block,' 'cold calling,' 'SDR script,' 'outbound calling.' For multi-channel sequence design, see outbound-sequence. For post-call analysis, see call-debrief. For discovery call planning, see discovery-call.
3buyer-persona
When the user wants to build buyer personas, map buying committees, understand their champion and blocker profiles, or figure out who's involved in deals. Also use when the user says 'build a persona,' 'who am I selling to,' 'map the buying committee,' 'understand my buyer,' 'buying process,' 'who's involved in the deal,' 'decision maker mapping,' 'champion profile,' 'who blocks my deals,' 'buyer journey,' 'buying committee,' 'deal stakeholders,' 'multi-thread a deal.' For ICP definition, see sales-context. For competitive positioning by persona, see competitive-intel.
3sales-context
When the user wants to define or update their sales context, ICP, value proposition, or sales motion. Also use when the user says 'set up sales context,' 'define my ICP,' 'describe my sales motion,' 'set up my playbook,' 'configure sales,' 'define my target market,' 'who should I sell to,' 'set up my sales foundation.' For deep buyer research, see buyer-persona. For competitive positioning, see competitive-intel. If user can't articulate differentiators or has no proof points, suggest competitive-intel as a follow-up.
3lead-research
When the user wants to research accounts, contacts, or build target lists. Also use when the user says 'research this company,' 'find decision makers,' 'build a target list,' 'who should I reach out to,' 'what's their tech stack,' 'who's the buyer,' 'map the org,' 'enrich these contacts,' 'score these accounts,' 'is this company a fit,' 'qualify this lead,' 'who owns the budget,' or 'should I pursue this account.' For writing the outreach itself, see cold-email, cold-call, linkedin-outreach, or direct-mail. For sequencing across channels, see outbound-sequence. For deeper persona work, see buyer-persona. For competitor-specific research, see competitive-intel.
3referral-intro
When the user wants to ask for a warm introduction, build a referral program, or systematize their referral channel. Also use when the user says 'get me an intro,' 'ask for a referral,' 'write a forwardable email,' 'warm introduction,' 'partner referral,' 'reference request,' 'intro email,' 'leverage my network,' 'referral program,' 'ask for an intro at dinner,' or 'track referrals in CRM.' For cold outreach without a warm path, see cold-email or linkedin-outreach. For sequencing referral asks into a cadence, see outbound-sequence. For running the meeting after a referral intro is made, see discovery-call.
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