Task prompt · Sales

Qualify a lead with discovery questions

by Agent Yard Team

Plan the questions that show whether a lead is a real fit, without sounding like a checklist.

You'll attach

Text only

Works with

ChatGPTClaudeGeminiGrokCopilotGrok Bot

Use cases

  • Plan the questions that show whether a lead is a real fit, without sounding like a checklist.
  • Reuse it as often as you like: fill in the blanks (lead, role, company; product) with new details and copy again.
  • With ChatGPT, Claude, Gemini and more, the AIs that support what this prompt needs.

How to use it

  1. Open chatgpt.com or claude.ai (or another AI listed here).
  2. Fill in the highlighted blanks ([LEAD, ROLE, COMPANY], [PRODUCT]) below, or edit them after pasting.
  3. Copy the prompt, paste it into the chat and send.

Fill in the blanks (optional)

Prompt

Remix
I have a first call with [LEAD, ROLE, COMPANY]. We sell [PRODUCT].

Write a discovery plan:
- 10 open questions in a natural order (current situation, problem, impact, decision process, timeline, budget)
- What a good and a bad answer sounds like for each
- Red flags that mean it's not a fit
- How to close the call with a clear next step
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