Discovery Call Planner

Build a structured discovery call agenda with targeted questions based on known pain points.

1Enter the company and contact details.

2Define your primary call goal.

3Add up to 3 pain points to generate targeted questions.

Company NameContact NameCall GoalPain Point 1Pain Point 2Pain Point 3Budget Range

Call Agenda

DISCOVERY CALL AGENDA
========================================
Company: [Company Name]
Contact: [Contact Name]
Budget Range: Unknown

CALL GOAL
------------------------------
[Define your primary goal for this call]

OPENING (2 min)
------------------------------
- Thank them for their time
- Confirm agenda: "I have us down for 30 minutes — does that still work?"
- Set expectations: "My goal today is to understand your situation and see if we're a fit."

PAIN POINTS TO EXPLORE
------------------------------
[Add pain points on the left to generate questions]

DISCOVERY QUESTIONS
------------------------------
- "What prompted you to look into this now?"
- "What does success look like 6 months from today?"
- "Who else is involved in evaluating this decision?"
- "What happens if this problem isn't solved?"
- "Have you tried solving this before? What happened?"

BUDGET & TIMELINE
------------------------------
- "Do you have a budget allocated for this initiative?"
- "What's your ideal timeline for getting started?"

CLOSE
------------------------------
- Summarize what you heard
- Confirm fit or disqualify
- Agree on clear next steps

Exports for this tool

DISCOVERY CALL AGENDA ======================================== Company: [Company Name] Contact: [Contact Name] Budget Range: Unknown CALL GOAL ------------------------------ [Define your primary goal for this call] OPENING (2 min) ------------------------------ - Thank them for their time - Confirm agenda: "I have us down for 30 minutes — does that still work?" - Set expectations: "My goal today is to understand your situation and see if we're a fit." PAIN POINTS TO EXPLORE ------------------------------ [Add pain points on the left to generate questions] DISCOVERY QUESTIONS ------------------------------ - "What prompted you to look into this now?" - "What does success look like 6 months from today?" - "Who else is involved in evaluating this decision?" - "What happens if this problem isn't solved?" - "Have you tried solving this before? What happened?" BUDGET & TIMELINE ------------------------------ - "Do you have a budget allocated for this initiative?" - "What's your ideal timeline for getting started?" CLOSE ------------------------------ - Summarize what you heard - Confirm fit or disqualify - Agree on clear next steps