Discovery call question plan
A question plan for one specific prospect, in an order that feels like a conversation.
Last tested 2026-10-19 Its example inputs were run through Claude Haiku 5.5, and an AI judge (Jev) scored the reply 78/100 for following the rules and doing the task.
That's today's free runs. Solo Pro, Founder, and SMB Team give you 100 runs a day, 1,000 checks a day, and batch runs for up to 50 contacts. New Solo Pro is $19 a month. People already on Pro stay at $15 a month or $100 a year. See plans. You can still use Open in ChatGPT, Claude, or Grok for free.
Fill in the required fields, then build your prompt.
Free. Run it here sends the prompt through our server to Claude and shows the draft on this page (5 runs a day free, 100 on a paid plan); we don't store it. Open in ChatGPT, Claude, or Grok sends the prompt to that tool instead. Sign in there first, or the prompt box may come up empty; if it does, use Copy and paste it in.
Example output
I wrote this by hand on 2026-10-19 from the made-up inputs below, to show what a good result looks like. Your results will vary, so read every draft before you use it.
Example inputs
- What you know about the prospect: 40-truck fleet, routes in spreadsheets, VP Ops reached out after a webinar
- What you sell: Route-planning software
- Call length: 30
Opener
"I'd like to spend most of the time learning how you plan routes now. If it looks like a fit, we can set up a demo. Does that work?"
Questions
1. Walk me through how a day's routes get planned. *
2. Who does it, and how long does it take?
3. What made you sign up for the webinar? *
4. Where does the current process break down?
5. What happens when a delivery runs late? *
6. How often does that happen?
7. What have you tried so far?
8. Who else would weigh in on a change like this? *
9. How do you usually decide on new software?
10. Is there a date that makes this urgent?
11. Do you have budget set aside, or would this need approval? *
12. What would a good result look like six months from now?
* = must-ask if time runs short.
Listen for: real numbers (hours, late loads), names of other people involved, and any deadline. AI drafts can be wrong. Check every fact, name, and number before you send anything. Free: build prompts with no limit and 5 AI runs a day. A paid plan: 100 runs a day, 1,000 checks a day, batch runs for 50 contacts.
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