Files
pm-claude-skills/exports/aider/pm-sales/discovery-call-prep/discovery-call-prep.md
T
mohitagw15856 036511ab3e Windsurf + Aider targets, MCP server, and demo placement (#33)
Broadens both reach (more tools) and content types (an MCP server), continuing
the multi-platform story.

Windsurf + Aider:
- build-exports.mjs gains two platforms: exports/windsurf/*.md (workspace rules,
  trigger: model_decision) and exports/aider/*.md (conventions for `aider --read`).
  Now 5 platforms (ChatGPT, Gemini, Cursor, Windsurf, Aider).
- install.sh + bin/cli.mjs install both (windsurf -> .windsurf/rules, aider ->
  .aider/skills with a --read hint); generated README index is excluded from copies.
- One-line windsurf-install.sh / aider-install.sh wrappers for parity.

MCP server (new content type):
- mcp/server.mjs — zero-dependency stdio MCP server exposing list_skills,
  search_skills, get_skill. Published as a second bin (pm-claude-skills-mcp).
  Logs to stderr; reads bundled skills/ at startup. mcp/README.md documents
  client config.

Also: README hero "See it in action" demo placement (ready to swap in a GIF;
recording guide in web/docs-assets/README.md), Works-With table + exports +
install docs updated, CHANGELOG Unreleased. package.json files/bin updated.


Claude-Session: https://claude.ai/code/session_016JWn5jRD5tcEFKrubjQ6Px

Co-authored-by: Claude <noreply@anthropic.com>
2026-06-17 23:15:38 +01:00

109 lines
4.1 KiB
Markdown

# Discovery Call Prep Skill
Produces a complete discovery call brief — research summary, call hypothesis, structured questions, and success criteria — so every call starts with context and ends with a clear next step.
## Required Inputs
- **Prospect company name**
- **Contact name and role**
- **Any known context** (how they found you, prior interaction)
- **Your product/solution** (one line)
- **Call duration** (15 / 30 / 45 / 60 min)
## Output Structure
---
# Discovery Call Brief
**Prospect:** [Company] | **Contact:** [Name, Title] | **Duration:** [X min]
---
### Research Summary
- What they do: [Product/service, customer, business model]
- Size: [Headcount, revenue if public]
- Stage: [Startup / Scaleup / Enterprise]
- Recent news: [Funding, launches, leadership changes — last 90 days]
- Contact background: [Role tenure, previous companies, LinkedIn activity]
- Likely priorities for someone in this role: [Based on title and stage]
---
### Call Hypothesis
Before the call write your best guess:
- **Their most likely pain:** [What someone in this role at this company probably has]
- **Why they would care about us:** [Specific connection to your value]
- **Biggest risk to the deal:** [What might make this not a fit]
Write it down — then test it on the call.
---
### Call Agenda
"Here is what I was thinking for our [X] minutes:
- 2 min: Quick intros
- [X] min: Learn more about your situation
- [X] min: Share how we have helped similar companies
- 5 min: Next steps
Does that work? Anything specific you would like to cover?"
---
### Discovery Questions
Open with context (not a pitch):
- "What prompted you to take this call today?"
- "What does [relevant area] look like for you at the moment?"
Go deeper on pain:
- "How long has [problem] been an issue?"
- "What have you tried to solve it?"
- "What is the impact of not solving this?"
Understand buying context:
- "Who else would be involved in a decision like this?"
- "Have you looked at other solutions?"
- "Is there a reason you are exploring this now?"
Qualify on budget:
- "Have you set aside budget for this kind of initiative?"
Close discovery:
- "Based on what you have told me, it sounds like [summary]. Is that right?"
---
### Success Criteria
This call is successful if we leave with:
- Understanding of specific pain and business impact
- Knowledge of buying process and key stakeholders
- A clear agreed next step (demo / proposal / intro)
- Sense of timeline
This call is NOT successful if we only pitched and got "sounds interesting, send me some info."
---
### Suggested Next Step
"Based on what we discussed, the logical next step would be [specific]. Does [day/time] work?"
## Quality Checks
- [ ] Research summary includes recent news (last 90 days) — not just LinkedIn bio
- [ ] Call hypothesis is written before the call (not post-rationalised after)
- [ ] Discovery questions progress from context → pain → business impact → buying process
- [ ] Success criteria define what "not successful" looks like (not just the ideal outcome)
- [ ] A specific next step is proposed (not "let's stay in touch")
## Anti-Patterns
- [ ] Do not write the call hypothesis after the call — hypotheses written post-hoc are rationalisations, not testable predictions
- [ ] Do not open with a product pitch before establishing the prospect's problem — leading with pitch signals you are not there to learn, which closes discovery conversations
- [ ] Do not use closed questions in the discovery phase ("Do you have this problem?") — they produce yes/no answers that confirm bias rather than reveal pain
- [ ] Do not skip the "not successful" definition in success criteria — a call that ends with "send me more info" feels like progress but is not a qualified next step
- [ ] Do not treat all prospect research equally — recent news (last 90 days) is more relevant to call context than static company facts from LinkedIn
## Example Trigger Phrases
- "Prepare me for a discovery call with [company/contact]"
- "Build a call brief for my meeting with [name] at [company]"
- "What questions should I ask in a discovery call for [use case]?"