Prompt:

 

I’m synthesizing discovery materials for [PROSPECT NAME] to inform their proposal.

 

**Materials provided:**

 

[Upload discovery call notes, transcript, questionnaire responses]

 

**Extract and organize:**

 

**1. Business situation**

 

– Company stage and size

 

– Industry/vertical

 

– Current challenges

 

– Recent changes or triggering events

 

**2. Pain points (in their language)**

 

– Primary pain point

 

– Secondary pain points

 

– What they’ve already tried

 

**3. Success metrics**

 

– How they define success

 

– Specific outcomes they mentioned

 

– Timeline expectations

 

**4. Decision-making context**

 

– Who’s involved in the decision

 

– What’s driving the timeline

 

– Budget signals (explicit or implicit)

 

– Competitive considerations

 

**5. Red flags or considerations**

 

– Concerns raised

 

– Potential obstacles

 

– Expectations that may need resetting

 

**6. Language to capture**

 

– Exact phrases they used to describe their situation

 

– Industry-specific terminology

 

– How they talk about their customers

 

**Confidence assessment:**

 

For each section, rate confidence 1-5:

 

– 5: Clear, specific, multiple data points

 

– 3: General direction but gaps

 

– 1: Assumption or missing entirely

 

**Summary recommendation:**

 

[What pathway and scope this suggests, and why]

 

What makes it work:

 

• Captures prospect language for use in proposal copy
• Confidence ratings surface gaps before writing
• Decision-making context informs pricing and urgency
• Red flags section prevents scope issues later