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
- 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.
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
- Ask for any missing inputs, then confirm the brief before drafting.
- Group questions under: business goals, target audience, current and past marketing, measurement, budget and resources, risks and constraints.
- Write three to five open questions per group, answerable in a few minutes each.
- Order each group from context-setting to probing, and mark five priority questions for short calls.
- Add one follow-up probe under every priority question.
- 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.