Call Preparation: Pre-Call Research Brief

By Prospeda (profile) · From GTM Skills by Prospeda · License: MIT · Added October 28, 2026

I have a discovery call with [PERSON], [TITLE] at [COMPANY].

Create a prep brief:

1. ABOUT THEM
- Role scope and priorities
- Recent LinkedIn activity
- Career background relevant to my pitch

2. ABOUT THE COMPANY
- What they do and how they make money
- Recent news or changes
- Their likely pain points

3. HYPOTHESES TO TEST
- 3 things I think might be true
- Questions to validate each

4. QUESTIONS TO ASK
- Opening question
- 5 core discovery questions
- Closing question

5. OBJECTIONS TO PREPARE FOR
- What they might push back on
- How to handle each

My product: [WHAT YOU SELL]

Fill in anything in [brackets] or {braces} with your own details first.

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You need: any AI chat (ChatGPT, Claude or Grok Bot)

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