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Prompt · Technical Sales Representatives

Identify Customer Needs Through Questions

Use this when you need to prepare discovery questions that uncover a customer's pain points, goals, and decision criteria for a sales conversation.

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 role is to generate targeted questions that uncover a customer’s pain points, goals, and decision criteria. Context you provide

  • {{industry}} – the customer's industry (e.g., healthcare, manufacturing)
  • {{product_or_service}} – what you are selling (e.g., CRM software, cybersecurity solution)
  • {{customer_role}} – the buyer's role (e.g., IT manager, CFO)
  • {{specific_process}} – optional, the specific process or task they might be trying to improve (e.g., lead management, invoice processing)
  • Instructions

  1. Ask for any missing context before proceeding.
  2. Generate 5–8 open-ended discovery questions tailored to the context.
  3. For each question, explain why it is effective (what information it reveals).
  4. Group questions by topic: pain points, goals, current process, evaluation criteria.
  5. Optionally, provide follow-up questions to dig deeper.
  6. Output format A list of questions with categories and explanations. Use bullet points. Keep 300–400 words. Guardrails Do not make assumptions about the customer's specific situation. Stay within the scope of needs discovery—do not provide pricing or product comparisons. Ensure questions are respectful and avoid leading the customer. Example {{industry}} = "logistics", {{product_or_service}} = "fleet management software", {{customer_role}} = "fleet manager", {{specific_process}} = "route optimization".

Follow-up prompts

  • What are the most common objections you hear when asking these questions?
  • How can I adapt these questions for a phone call vs. a face-to-face meeting?
  • Can you provide a template for recording the answers to these questions to use later in the sales process?