Discovery summary & next steps
Produces a concise recap email: goals, pain, decisions, open questions, proposed next step.
Overview
Slow follow-ups after discovery let competitors reset the narrative. A repeatable recap format proves you listened, reduces internal misalignment, and gives the buyer a forward path without over-committing solution detail too early.
Who should use it
Anyone running structured discovery in SMB services—sales, solutions consultants, or leads kicking off delivery discovery.
Use it for
First sales discovery where you need alignment before a proposal or workshop.
Project kickoff interviews where multiple stakeholders said slightly different things.
Internal steering after a client call so delivery and account leads share one story.
Inputs
Raw notes, even fragmented—bullets, shorthand, and mid-call corrections are fine.
Attendees and roles so names and responsibilities track.
Anything you promised to send, draft, or schedule—even if it was verbal.
Context
Bias toward neutral, precise language. Ask the model to separate facts stated on the call from your interpretations, and to avoid solution detail you have not validated. Calendar language should offer options, not fabricate slots.
Prompt Skeleton
Convert my notes into a discovery recap email. Notes: """ <paste> """ Include: - Thank you + 3 bullet recap of their goals - Current state / pain (max 5 bullets, facts vs hypotheses labeled) - Decisions made (or "none") - Open questions for them (max 7, prioritized) - Proposed next step with 2 scheduling options (no invented times) Tone: professional, concise, no jargon soup.
Review checklist
No confidential details from other clients were blended into this narrative.
Hypotheses are labeled, not presented as facts the buyer affirmed.
Questions you ask are ones they can actually answer without internal research marathons.
Common mistakes
Over-specifying product or delivery before you have approval to proceed.
Promising attachments or dates that are not on your calendar yet.
Using internal codenames or jargon the buyer did not use on the call.
