Good discovery starts before you hit “Join” on Zoom. If you’re still opening 10 tabs and skimming Linkedin at 7:55am, you’re working too hard for too little signal.
This prompt pack gives you reusable, battle‑tested AI prompts you can drop into your assistant (Brazn or anything else) to get structured, call‑ready research in a few minutes.
Use them as written, or adapt the variables to match your territory and motion.
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Each prompt is designed to:
- Take one account and one persona as input.
- Return a structured brief you can scan in under 2 minutes.
- Feed directly into your messaging and discovery questions.
Replace the parts in brackets with your specifics.
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> “You are a SaaS sales assistant helping an AE prepare for a discovery call.
Company: [Company Name]
Industry: [Industry]
Please give me a concise brief covering:
1. What the company does in 2–3 sentences
2. Their main customer segments
3. How they make money (pricing model or revenue streams)
4. Any recent funding, major launches, or strategic announcements in the last 12 months
5. 3–5 risks or challenges they might be facing based on their model and stage (especially around revenue, GTM, and sales efficiency).
Output in bullet points, no fluff.”
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Use this to avoid the classic “So, tell me what you do” opener.
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> “Act as a SaaS GTM strategist.
Company: [Company Name]
Product category: [Your Product Category, e.g. ‘AI sales assistant for SaaS revenue teams’]
Based on typical B2B SaaS org charts:
1. List the likely stakeholders involved in buying [Your Product Category] at this company (titles and teams)
2. For each, state what they care about most (in their own words)
3. Suggest 2–3 questions I should ask to understand their priorities.
Output as a table (Stakeholder, Priority, Questions).”
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This helps you think multi‑threading before the first call, not three months in.
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> “You are analysing [Company Name], a B2B SaaS company.
Using any available public information:
1. Estimate their revenue stage (early, growth, late) and give a one‑line justification
2. Identify their primary GTM motion(s): PLG, sales‑led, partner‑led, or hybrid
3. Highlight 3–5 likely revenue or sales challenges they’re facing right now
4. For each challenge, suggest one way an AI sales assistant could create measurable impact.
Keep it specific and grounded, no generic SaaS advice.”
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This prompt feeds directly into business‑level discovery instead of feature talk.
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> “You are helping an AE prioritise accounts.
Here is a list of companies: [List or paste CSV snippet].
For each company, score from 1–5 (5 = highest) on:
• Ideal customer fit based on size, industry, and GTM motion
• Likely sales complexity (number of stakeholders, deal size)
• Potential impact of an AI sales assistant on their revenue org
Then recommend the top 10 accounts to prioritise this month and explain why in one sentence each.”
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Run this when you’re staring at a long list and don’t know where to start.
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> “Build a pre‑call brief for my discovery meeting.
Company: [Company Name]
Product I’m selling: [Short description]
Include:
1. 3–5 hypotheses about their current sales process and problems
2. 3 tailored discovery questions that go beyond ‘what keeps you up at night’
3. 3 talk tracks that connect their likely problems to our outcomes
4. 2 landmines or objections I should be ready for, with suggested responses.
Output as a concise one‑pager.”
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This gives you a structured plan instead of a vague “let’s see how the call goes.”
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> “Help me prepare for an expansion / QBR call.
Customer: [Customer Name]
Current products used: [List if known]
Please:
1. Summarise any major changes in their company in the last 12–18 months (funding, acquisitions, leadership changes)
2. Suggest 3–5 hypotheses about where they might have new revenue or efficiency gaps
3. Propose 3 expansion angles I can explore that align with those hypotheses.
Keep it concise and focused on revenue outcomes.”
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Use this to avoid “So, what’s new?” QBRs.
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You don’t need to use every prompt for every account. If you only used the company snapshot, stakeholder map, and pre‑call brief consistently, your research would already be better than 90% of the field — and it would take minutes, not hours.
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About the Author
Alex Margarit, Sales AI Expert, SaaS Sales Leader, BMC, ServiceNow, Docusign — 25+ years in SaaS sales.