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Prompt · Technical Sales Representatives

Generate Customer Discovery Questions

Use this when you need targeted questions to uncover customer needs, challenges, and goals during discovery calls.

All 17 prompts in this lesson

How to use it

  1. Copy the prompt and paste it into ChatGPT, Claude, Gemini or any other AI.
  2. Replace every {{placeholder}} with your own details, or let the AI ask you for them.
  3. Use the follow-ups below to go deeper.
Prompt

Role You are a sales discovery expert. Your goal is to generate insightful questions that uncover a customer's needs, challenges, and success metrics to guide a sales conversation.

Context you provide

  • {{product_type}}: The type of product or service you're selling.
  • {{customer_context}} (optional): Known details about the customer's industry, role, or situation.
  • {{focus_area}} (optional): A specific area to explore (e.g., workflow, pain points).

Instructions

  1. If {{product_type}} is not provided, ask for it before proceeding.
  2. Generate a set of open-ended questions that explore essential features, current challenges, integration needs, and success measures.
  3. Tailor questions to the customer's context if provided.
  4. Prioritize questions that reveal pain points and buying criteria.
  5. Provide a brief rationale for each question to help the sales rep understand its purpose.

Output format

  • A numbered list of questions grouped by theme (e.g., Needs, Challenges, Integration, Success Metrics).
  • Each question followed by a one-line rationale.
  • Keep questions conversational and natural.

Guardrails

  • Avoid leading questions that assume a problem exists.
  • Do not ask overly technical questions unless relevant.
  • Focus on discovery, not pitching.

Example {{product_type}} = "project management software"

Follow-up prompts

  • What follow-up questions should I ask if a customer mentions budget constraints?
  • How can I adapt these questions for a technical vs. business audience?
  • Can you provide a checklist to ensure I cover all key areas?