Generate a tight pre-discovery-call prep brief from an intro email, referral, or company name. Outputs a 3-section scan doc (who they are, ranked questions, proof to drop) you can read in the two minutes before a sales or consulting call. Use when the user says "/disco-prep", pastes an intro email, or asks to "prep for the disco call", "what should I ask", or "disco agenda". Output goes to the chat, not a file. One-shot, no warehouse, no cron.
Scanned 9/6/2026
Install to Claude Code
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---
name: disco-prep
description: Generate a tight pre-discovery-call prep brief from an intro email, referral, or company name. Outputs a 3-section scan doc (who they are, ranked questions, proof to drop) you can read in the two minutes before a sales or consulting call. Use when the user says "/disco-prep", pastes an intro email, or asks to "prep for the disco call", "what should I ask", or "disco agenda". Output goes to the chat, not a file. One-shot, no warehouse, no cron.
---
# Discovery Call Prep
Generate a pre-discovery-call prep brief from an intro email, referral, or company name. The deliverable is **markdown in the chat**, not a file. The goal: walk into the call already knowing who they are, what to ask, and which past win to drop as proof.
**This is a scan doc, not a report.** Target output: under 350 words. If you're padding, cut.
## Input
The user provides some combination of: an intro email, a company name + domain, prior notes, a LinkedIn profile, or a vague "call with X tomorrow."
Extract: contact name, company, stakeholders on the call, referrer, stated needs, tools mentioned, numbers (size, volume).
If you don't have a **company domain**, ask before researching. Do not hallucinate.
## Pre-Flight (before writing anything)
1. **Research.** Web-search the domain + recent news (last 6 months). Fetch the homepage. Look up named stakeholders.
2. **Match to past work.** Skim your own notes/CRM for analogous clients to anchor the proof in Section 3. Keep a short list of past wins by vertical wherever you keep it.
## Voice & Quality Bar
- **Specific, not generic.** Every question references THIS prospect's context. No "what's your tech stack?"
- **Diagnostic, not polite.** Each question shapes scope.
- **Cut ruthlessly.** A disco call is 30 to 45 min. Pick the questions that matter most.
- **Short sentences. No fluff.** Don't restate what the email already said.
## Do not invent
- Only state facts that appear in the source material (email, notes, research).
- Do not infer timelines, deal volume, or team size unless explicitly stated.
- "Eventually" / "down the line" / "future" = NOT a commitment. Treat as parking-lot.
- If the source is silent on something, it becomes a must-ask question, not a claim.
- When tempted to extrapolate ("this means they probably want X by Y"), stop and turn it into a question instead.
## Output Format
**Exactly 3 sections.** Use `## N. Section Name` headers. Be terse.
### Header block (above section 1)
```
> Disco Prep: {Company}
> Call with: {stakeholders + roles}
> Referrer: {referrer or "direct inbound"}
> Prepared: {today's date}
```
### 1. Who They Are (30-sec read)
**2 sentences max.** Company type, size, geography, what they do. One bonus line ONLY if there's a non-obvious signal that shapes the call (recent funding, new hire, founder background, returning client). Otherwise stop at 2.
### 2. Questions to Ask, Ranked
**Cap at 8 total.** 5 must / 3 should. Each = one line, with a short *why* in italics. Tag the stakeholder if several are on the call.
**Must-ask (5, scope-defining).** Cover the gaps that block writing a proposal: who consumes the output, what's in scope, which tools/systems are involved, hard timeline, decision maker. Anything you were tempted to assume goes here as a question instead.
**Should-ask (3, shapes design).** Pipeline stages, notification routing, reporting cadence, integration triggers, ops handoff specifics.
Format: `**Q:** "actual question phrasing" (*why it matters*)`
### 3. Proof to Drop
**1 past win only.** Pick the strongest match.
```
- {Past client or anonymized}, {one-line situation match} -> {one specific metric or outcome}
When to drop: {minute X / on objection Y}
```
Keep a simple match map by vertical (e.g. VC/PE -> your fund client, gym/SaaS -> your churn client) so you reach for the right proof fast.
## Rules
1. **Output to chat only.** Never write to a file.
2. **Pre-flight first.** Research before writing.
3. **No invented facts.** If it's not in the source, it's a question, not a claim.
4. **No generic questions.** Every Q references something specific from the intro.
5. **Tag the stakeholder** when multiple are on the call.
6. **Cap total output ~350 words.** If over, cut.
7. **Three sections only.** Who -> Questions -> Proof. No agenda, no hypothesis, no red-flags section.
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