Call prep sheet for discovery meetings

Create a discovery meeting call sheet for the account below. Use only the supplied material. Do not assume facts that are not stated.

Account record:
[paste account record or CRM fields]

Prior correspondence:
[paste emails, meeting notes and messages]

Opportunity stage: [paste current stage]

Meeting details:
- Date and time: [paste]
- Planned attendees: [paste names and roles, if known]
- Meeting type: [discovery / expansion discovery]

Return the call sheet in this exact Markdown format:

## Account snapshot
- Company and segment:
- Known business context:
- Current products, relationship or activity:
- Opportunity stage and evidence for that stage:
- Information that is missing:

## Meeting objective
Write one measurable objective for this meeting. It must be achievable in one call and based on the opportunity stage.

## What we need to learn
List 5 to 7 tailored discovery questions. For each question, include:
- Question
- Why it matters
- What answer would indicate a strong fit

## Likely objections or risks
List up to 5 likely objections, concerns or deal risks. For each, include the evidence from the supplied material and one neutral follow-up question. Do not invent objections.

## Attendees to involve
List relevant customer and internal roles. For each, state why they matter. Mark each as Confirmed, Suggested or Unknown.

## Proposed next step
State one proposed next step, the owner, the target timing and the condition that must be met before it happens.

## Rep briefing
Give three concise points to remember during the call.

Where the material is ambiguous, write `Unknown` and add the exact question to ask. Separate facts from inferences clearly.

Prepare a discovery call sheet from the limited account information below. Treat every missing detail as unknown. Do not fill gaps with generic company claims, assumed pain points or guessed stakeholder names.

Account record:
[paste available CRM fields]

Prior correspondence:
[paste any emails, forms, notes or write "None"]

Opportunity stage: [paste current stage]

Known meeting attendees: [paste names and roles, or write "Unknown"]

Return a Markdown call sheet with these sections:

## Confirmed facts
List only facts directly supported by the supplied material.

## Unknowns to resolve first
List the 5 most important unknowns for this opportunity stage. For each, provide one precise question to ask.

## Meeting objective
Write one objective that is realistic given the thin record. Do not make the objective a product demonstration or proposal commitment unless the supplied stage supports it.

## Discovery questions
Provide 6 questions in this order: business trigger, current process, problem impact, stakeholders, decision process, next step. Tailor wording to the known facts. If no tailoring is possible, say so in a note before the list.

## Stakeholders to identify
Provide a table with columns: Role to identify, Why this role matters, Question to find them.

## Risks
List up to 3 risks created by missing information, with a question that reduces each risk.

## Proposed next step
Give one conditional next step using this format: `If [evidence gained], then [action], owned by [person], by [timing].`

End with `Do not assume:` followed by every important fact that cannot yet be supported.

Create a call sheet for an expansion discovery meeting. Distinguish clearly between what is known about the existing customer relationship and what still needs to be validated for the expansion opportunity.

Customer account record:
[paste CRM account fields]

Existing relationship and product usage:
[paste renewal notes, usage summaries, support themes or account notes]

Expansion opportunity:
[paste opportunity fields, requested use case and stage]

Prior correspondence about the expansion:
[paste emails and meeting notes]

Meeting attendees:
[paste names, roles and teams, if known]

Return the answer in Markdown using this exact structure:

## Existing relationship
- Confirmed outcomes or value already seen:
- Current limitations, risks or unresolved issues:
- Evidence source for each point:

## Expansion hypothesis
State the proposed new use case in one sentence. Label it `Confirmed`, `Partly supported` or `Unconfirmed`, and explain why.

## Meeting objective
Write one objective that validates the expansion case without assuming that existing success transfers to the new team or use case.

## Tailored questions
Provide 7 questions. Group them under: New team's workflow, problem and impact, adoption and ownership, commercial or approval process. For each, state what the answer will help decide.

## Likely objections
List only objections supported by account history, correspondence or a stated gap. Include a follow-up question for each. If none are supported, write `No evidence-based objections identified`.

## People to involve
Create a table with columns: Person or role, Relationship to current account, Role in expansion, Status, Reason to involve.

## Proposed next step
Give one next step with owner, required input and timing.

## Boundaries
List any claims about outcomes, adoption or stakeholder support that must not be made on the call because the supplied material does not support them.

Review the draft discovery call sheet below against the account material. Improve it for a sales discovery meeting, but do not add unsupported account facts.

Account record and opportunity stage:
[paste account and opportunity fields]

Prior correspondence:
[paste emails and notes]

Draft call sheet:
[paste draft]

Return four sections in Markdown:

## Questions to keep
List questions that are specific, open enough to produce useful evidence and appropriate for the stated opportunity stage. Give one sentence explaining why each should remain.

## Questions to replace
For each weak, leading, generic or repetitive question, provide:
- Original question
- Problem
- Replacement question
- Decision the answer will inform

## Objection coverage
Create a table with columns: Evidence-based concern, Where it appears in the source material, Question that surfaces it, What not to assume. Do not create a concern if the source material provides no evidence.

## Revised call plan
Provide:
- One meeting objective
- The best 5 to 7 questions in call order
- Attendees or roles to involve, labelled Confirmed, Suggested or Unknown
- One conditional next step

If the draft contains unsupported claims, quote them under `Remove or verify` and state what evidence would be needed. If information is ambiguous, retain the ambiguity rather than resolving it.

Update a discovery meeting call sheet using the new information below. Preserve useful parts of the previous sheet, but change anything contradicted by the update. Do not silently treat a prospect's opinion, intention or estimate as a confirmed fact.

Previous call sheet:
[paste previous sheet]

New correspondence or CRM update:
[paste new email, message, note or field change]

Opportunity stage:
[paste current stage]

Return a Markdown update in this exact format:

## What changed
Create a table with columns: New information, Impact on call preparation, Confidence. Use `Confirmed`, `Reported` or `Unclear` for confidence.

## Revised meeting objective
Write one objective. State `Unchanged` if the update does not materially affect it.

## Revised questions
List only questions that should be added, removed or rewritten. For each, explain the reason in one short sentence.

## Revised objections or risks
List changed, new or removed risks. Cite the relevant supplied wording or field value for each.

## Attendee changes
State who should now attend or be identified, and why. Label each item Confirmed, Suggested or Unknown.

## Proposed next step
Provide the revised next step with owner, timing and condition.

## Open ambiguities
List every ambiguity introduced by the new information and the question to resolve it.

Do not repeat unchanged sections from the old call sheet unless they are needed to explain a change.