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.
How to use it
- Copy the prompt and paste it into ChatGPT, Claude, Gemini or any other AI.
- Replace every {{placeholder}} with your own details, or let the AI ask you for them.
- 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
- If {{product_type}} is not provided, ask for it before proceeding.
- Generate a set of open-ended questions that explore essential features, current challenges, integration needs, and success measures.
- Tailor questions to the customer's context if provided.
- Prioritize questions that reveal pain points and buying criteria.
- 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?