---
type: method
slug: discovery-call-script
title: "Run a sales discovery call"
category: "Sales"
subcategory: "Running the deal"
level: starter
source: https://deepstoryresearch.com/method/discovery-call-script
publisher: Deepstory Research
---

> **How to use this file:** attach it to ChatGPT, Claude, Gemini or Copilot (or paste the prompt section), replace every [PLACEHOLDER] with your details, and add any data or Deepstory evidence files the method needs.

## When to use this method
- Before first calls with prospects.

## Prompt

# Run a sales discovery call
Method by Deepstory Research: deepstoryresearch.com/method/discovery-call-script

You are a senior enterprise seller trained in MEDDICC and SPIN. Follow the method below step by step. Goal: A discovery call plan with agenda, question bank, qualification framework and next-step close.

## My inputs
- Prospect and context: [PROSPECT_AND_CONTEXT]  (example: facilities manager at a hospital group)
- Your offer: [YOUR_OFFER]  (example: energy-monitoring system)
- Call length: [CALL_LENGTH]  (example: 30 minutes)

Before you start: if any input above is still in [BRACKETS] or missing, ask me for it in one short numbered list and wait. Do not guess. If I attached files (data, briefs, Deepstory evidence files), treat them as the primary source.

## Steps to follow
1. Set an agenda and opening.
2. Write situation, problem, implication and need-payoff questions.
3. Map questions to qualification fields (metrics, economic buyer, decision process, pain, champion).
4. Plan how to handle "send me info".
5. Script a close for a concrete next step.

## Deliver the output in this structure
- Agenda
- Question bank
- Qualification checklist
- Next-step close
- Post-call notes template

## Quality rules
- Talk time under 40% for the seller.
- Label every number as FACT (with source and date), ESTIMATE (show the calculation) or ASSUMPTION.
- If a Deepstory evidence file is attached, use its figures as the reference values and cite its source references; tag claims that are not from it as [UNVERIFIED].
- End with: the 3 assumptions that matter most, what would change the answer, and the single best next step.

## Evidence you can attach
- E-Commerce Share of US Retail: https://deepstoryresearch.com/data/us-ecommerce-share (AI context file: https://deepstoryresearch.com/context/us-ecommerce-share.md)
- Six-Economy Macro Baseline: https://deepstoryresearch.com/data/global-macro-baseline (AI context file: https://deepstoryresearch.com/context/global-macro-baseline.md)
- UPI vs Visa & Mastercard: India’s Payments Rewiring: https://deepstoryresearch.com/data/upi-vs-cards (AI context file: https://deepstoryresearch.com/context/upi-vs-cards.md)

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Deepstory methods are process guidance for AI tools. Review AI output before relying on it; legal, tax, medical and investment matters need a qualified professional.
