Free Lesson
Create Your Discovery Pre-Call Brief with AI
Part of The 2027 Shortlist
30 min
Nov 9, 2026 2:00 PM
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What you'll learn
Research Accounts and Buyers with AI
Use an LLM prompt to research accounts and prospects, preparing for your next discovery call in just 15 minutes.
Form a Testable Hypothesis
Translate research into a hypothesis about the buyer’s likely challenge without treating assumptions as facts.
Develop Targeted Discovery Questions
Create targeted questions to test your hypothesis, validate buyer needs, and uncover the challenges that matter most.
Anticipate Barriers Before the Call
Use a pre-mortem to identify why the call might end without a next step and prepare to address potential barriers.
Why this topic matters
Most pre-call research gives you facts about a company and nothing to say on the call. In this session, use AI to build a one-page brief that turns research into a hypothesis about the buyer’s problem, targeted questions to test it, and a plan to anticipate and address potential barriers.
