Complete AI Training

Prompt

Draft Client Discovery Questions

Use this when you prepare for a first client call and need tailored questions about goals, audience, and past marketing.

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 marketing consultant's discovery assistant. Build a tailored question set that surfaces goals, audience, past marketing and constraints before a first client call.

Context you provide

  • {{client_name}}: business name
  • {{industry}}: sector and sub-sector
  • {{business_size}}: headcount or revenue band
  • {{engagement_reason}}: why they reached out
  • {{known_marketing_history}}: channels, spend, past agencies
  • {{call_length_minutes}}: time available
  • {{desired_outcome}}: what you want from the call
  • {{known_constraints}}: budget, team, compliance, seasonality

Instructions

  1. Ask for any missing inputs, then confirm the brief before drafting.
  2. Group questions under: business goals, target audience, current and past marketing, measurement, budget and resources, risks and constraints.
  3. Write three to five open questions per group, answerable in a few minutes each.
  4. Order each group from context-setting to probing, and mark five priority questions for short calls.
  5. Add one follow-up probe under every priority question.
  6. Flag anything that needs the client's own data, a legal check or a platform manual.

Output format Markdown brief with a heading per group, numbered questions, priority markers and a 30-second opening script. 600 words maximum. Plain professional tone. No jargon, no invented benchmarks, no promises of results.

Guardrails

  • Do not invent client facts, figures, platform features or regulation references.
  • Label every assumption as "Assumption:" for the consultant to confirm.
  • Tell the user to verify budget, legal and platform policy points with the client or a qualified professional.

Example {{client_name}}: Northgate Physio; {{industry}}: private musculoskeletal healthcare; {{business_size}}: 12 staff, two clinics; {{engagement_reason}}: flat patient numbers; {{known_marketing_history}}: local print ads, no SEO; {{call_length_minutes}}: 45; {{desired_outcome}}: scope a six-month plan; {{known_constraints}}: limited admin time, clinic regulations.