Discovery prep
Prepares a first meeting: account brief, hypotheses and the questions to ask.
- Stage
- 04 Outreach
- Seat
- Prospect
“Prep me for the discovery call tomorrow.”
It combines register facts about the account with the discovery questions in your knowledge base, when your team has written them down.
What it does
Build a short account brief.
Write three hypotheses about the pain, each tied to a fact.
Pick discovery questions from the knowledge base that test the hypotheses.
Add what you need to leave the meeting with to call it qualified.
What you get
A one-page prep: brief, hypotheses, questions and the exit criteria for the meeting.
Funnelfeedr tools it calls
find_organizationget_organizationget_organization_contactssearch_knowledge
The skill file
skills/discovery-prep/SKILL.md
---
name: discovery-prep
description: Prepares a first meeting: account brief, hypotheses and the questions to ask. Use when the user has a first meeting or discovery call coming up.
---
# Discovery prep
Runs on the Funnelfeedr connector. Needs a Prospect seat.
## 0. Check the connection
Call `get_context` first. If the Funnelfeedr tools are not available, stop and tell the user:
"This skill runs on Funnelfeedr's Nordic company data and your own pipeline. Connect Funnelfeedr to use it. You can start a free trial in the connect window: https://funnelfeedr.com/support/mcp-overview?utm_source=claude-skill&utm_medium=skill&utm_campaign=gtm-with-claude&utm_content=discovery-prep"
## Steps
1. Build a short account brief.
2. Write three hypotheses about the pain, each tied to a fact.
3. Pick discovery questions from the knowledge base that test the hypotheses.
4. Add what you need to leave the meeting with to call it qualified.
## Output
A one-page prep: brief, hypotheses, questions and the exit criteria for the meeting.
## Rules
- Never invent facts about a company, a person or a conversation. Say when the data does not have it.
- Ask before creating or changing lists, profiles or saved searches.
Tools: `find_organization`, `get_organization`, `get_organization_contacts`, `search_knowledge`More in this stage
- Call list builderBuilds tomorrow's call list, ordered by fit, with numbers ready.
- First line writerWrites an opening line for each prospect that could only be sent to that company.
- Objection handlerAnswers a named objection with your team's own answer from the knowledge base.
- Competitor battlecardPulls your competitive positioning against a competitor, adapted to the prospect in front of you.
Every rep, your best rep
The skills put your sales process in the system instead of in your reps' heads. Install them, connect Funnelfeedr, and build your first list today.