How to prepare a discovery brief before a sales conversation
A discovery brief gives the next conversation a clear starting point. It organizes what is already known about the account and identifies the questions that would genuinely improve your understanding.
Start with the right material.
- What you provide
- a visible lead inquiry plus the user's discovery goals.
- The intended result
- Save known facts, unanswered questions and a tailored discovery agenda.
How the workflow works.
Use supplied company facts, inquiry details and previous notes to outline the current situation. Pair each open question with the missing information it addresses rather than writing a generic interrogation list.
What to check in the result.
Check that assumptions are labeled as assumptions. The brief should help you learn about need, fit and process without claiming to know an unstated budget, authority structure or buying deadline.
Preview the Markdown to check headings, lists and links as well as the words. Keep source references with the document so a reviewer can trace important statements back to the material you supplied.
Learn from the worked example.
The downloadable Markdown example shows one possible organization of the result. Read it alongside the source example and notice which statements are recorded facts, proposed wording or questions still needing an answer.
The supplied example is illustrative. It is not a recorded run on your data.
Download the example ↓Use it with your own material.
- Open the source you want to work with and activate WebAct on that tab.
- Copy the task from the hero, add any required fields or preferences, and review the proposed actions.
- Compare the first result with your source. Ask for a specific correction or refinement where needed.