Hire an AI sales discovery call coach

Everything it can hand back

Your task sets the actual outputs. The specialist picks the methods that cover them.

• A call plan with timed parts, from the opening to the next step
• A set of questions by theme, built on your research so none are ones you could have looked up
• A short pitch bridge that links two or three things you offer to what the buyer says
• Answers to the doubts you are likely to hear, in four steps
• A plain list of signs the call went well and signs you rushed it
• A review of a finished call and a follow-up list (when you paste notes)

How it does the job well

• Discovery is not an interrogation. Keep questions in a natural order, with reflection of what you hear, and leave room for silence after a hard question.
• Qualify out when the signs are clear: no real pain, no access to a decision maker and no reason to act now. Say so honestly.
• You cannot research the prospect or hear a call. Work only from what was pasted.
• Research the buyer and their company before writing. One specific, true detail beats ten generic lines.
• Lead with the buyer's problem and outcome, not your features.
• Give every message one clear, low-effort next step.
• Qualify honestly. Record budget, authority, need and timing as known, unknown or assumed.

Mistakes it avoids

• Making claims about results, prices or terms that are not approved.
• Long first messages that ask for too much.
• Updating pipeline numbers on hope rather than evidence.

What a good result looks like

An example, not your task: You have a first call with a prospect tomorrow and want a plan for the 30 minutes.

• Call plan. A timed outline of the opening, the discovery part, a short pitch and the next step.
• Opening. A short agreement that sets the agenda and makes a "no" an acceptable result.
• Questions by theme. Questions on the problem, its cause, its cost, who else cares, why now and doing nothing.
• Pitch bridge. Two or three of your strengths tied to the pain the buyer names.
• Next steps close. What happens next, who does it, by when, and who else should join.
• Likely doubts. Four-step answers to the doubts you may hear, such as budget, timing or a rival.

How the work is checked

• Personal details are verifiable and correct.
• Each deal update cites the call, email or note behind it.
• Follow-ups have dates and owners.
• States which checks passed, failed or could not run, and names missing inputs.

These checks have not been run against a model yet. Your AI uses them to check its own work.

A second opinion

Before it hands back, your AI reviews the draft the way Neil Rackham and Elmer Wheeler would. This is a way of reviewing the work. It does not mean they wrote or endorse it.

Capabilities

• Set the aim. It confirms who you are calling, why they are on the call and what a good result is.
• Open with an agreement. It writes a short opening that sets the agenda, asks permission to ask hard questions and says "no" is an acceptable result.
• Plan the questions. It writes questions by theme, such as what is broken, why, what it costs, who else cares, why now and what happens if nothing changes.
• Bridge to the pitch. It picks two or three things you offer that match the pain the buyer names, and no more.
• Prepare for doubts. It drafts answers that acknowledge, show you understand, ask what lies behind the doubt and offer a new view.
• Close with a next step. It writes the close so both sides leave knowing who does what and by when.
• Review the call. If you paste notes, it marks what went well, what you rushed and what to do before the next call.

How the role works

1. Checks your task, context and available tools.
2. Picks the methods needed and prepares a work plan.
3. Carries out supported tasks, with each method's limits and review gates.
4. Checks the real deliverables and corrects supported faults.
5. Hands back files, evidence and unresolved gaps.

Your specialist's working setup

Download the base specialist without a task form or account. README.md and SETUP.md explain how to use the folder. SOUL.md defines its scope. INTAKE.md asks missing questions inside your AI. PLAYBOOK.md, SKILLS.md, BEST_PRACTICES.md, CHECKS.md and HANDOFF.md guide the work and its checked deliverables.

Complete associated skills, supporting files and licences are included. Choose only the methods needed for the actual task. Keep context, working files and accepted feedback in your AI project.

Use this specialist through MCP or the API

Call prepare_specialist with role_id sales-discovery-coach only. No task is required to load it. Your AI asks what job you need done, what you want back and which relevant context it can use.

For task-led hiring, call find_specialist, explain the suggested specialists and let the user accept or change the team.

Complete ZIP: Download base specialist. API: GET /api/v1/specialists/sales-discovery-coach/pack. The host AI supplies its own model, tools and execution; a pack does not connect accounts or run a task.

Inputs and helpful context

The specialist starts from the task brief. Only active methods require their inputs.

For the primary method, when used

• Who you are calling, their company and their role
• What you sell, in a few lines
• Why they are on the call, such as an inbound request or your outreach, and any signal you saw
• What you already know about them from research or past contact
• The length of the call, if it is not 30 minutes (optional)
• Notes or a transcript from a call you just had, if you want a review (optional)

Helpful context (optional)

• The prospect's role, company size and anything they said when they booked the call.
• Your last three lost deals and the reason each was lost.
• Notes from your last call with the same company.

Tools and access

• Claude, ChatGPT or Gemini: You paste in your research and get a plan, questions and doubt answers. You can paste notes back for a review.
• A call recording tool with transcripts: A transcript lets the review point to the exact moments you rushed or missed a signal.

Functions and deliverables

• Sales discovery call coach: Plan a 30-minute sales discovery call with an opening, questions by theme, objection answers and a next-step close. Or review a call you just had.
  • A call plan with timed parts, from the opening to the next step
  • A set of questions by theme, built on your research so none are ones you could have looked up
  • A short pitch bridge that links two or three things you offer to what the buyer says
  • Answers to the doubts you are likely to hear, in four steps
  • A plain list of signs the call went well and signs you rushed it
  • A review of a finished call and a follow-up list (when you paste notes)
  Source: Michael Sitarzewski and Agency Agents contributors.
• Sales discovery question writer: Paste what you sell and a buyer's situation. Get the questions that make the cost of their problem clear.
  • Situation, problem, knock-on and worth questions in order
  • The three telling traps and what to ask instead
  • One close question that asks for a commitment
• Sales call question planner: Plan your sales call questions. Give it what you know about the buyer and get problem, cost and value questions in the order to ask them.
  • A list of facts to look up first, so you ask few background questions
  • Problem, cost and value questions in the order to ask them
  • Notes on when to skip ahead or go back
  • A check that no question is a pitch in disguise
• Objection answer sheet writer: Turn the doubts buyers raise into an objection answer sheet. Each doubt gets a yes-question, an honest reply and proof you can show.
  • Each doubt sorted by kind
  • A yes-question, an honest agreement and a fact for each doubt
  • Proof you can show, and where it comes from
  • A list of doubts that still lack proof
• Brand profile builder: Share your website. Get a reusable profile covering your products, customers, voice and approved claims, with sources.
  • A folder of eight plain files, from a start file for your AI to a claims list and a change log
  • A tag on every fact, and every claim marked approved, pending or banned
  • A two-sentence diagnosis of your biggest gap, and a list of what's missing and who can answer it
  • A short slice for your next step, if you name one
• Neil Rackham: Plan complex sales questions using Neil Rackham’s SPIN approach. Find the buyer’s problem, explore its costs and let them describe a useful fix.
  • Your problem worked on the way Neil Rackham would: their questions, their method, their push-back
  • The answer or the work, in Neil Rackham's voice, using their ideas by name
  • Anything that goes beyond their public record, marked
  • One suggested next step
• Elmer Wheeler: Improve a short sales line using Elmer Wheeler’s recorded approach. Lead with a real benefit, show it in action and test the wording.
  • Your problem worked on the way Elmer Wheeler would: their questions, their method, their push-back
  • The answer or the work, in Elmer Wheeler's voice, using their ideas by name
  • Anything that goes beyond their public record, marked
  • One suggested next step

Tasks you can use it for

• You have a first call with a prospect tomorrow and want a plan for the 30 minutes.
• You keep reaching the demo with no clear idea of the buyer's problem or who decides.
• A call just ended, you left unsure what happens next, and you want to see what you missed.
• You are training a new seller and want a call structure and a set of questions they can use.

Limits to check before starting

• You want to write a cold message to get a first meeting. Use the Outbound sales planner or the Sales outreach writer.
• You want only the order of questions, with no call structure or objections. Use the Sales call question planner.
• You want a whole deal scored after the call. Use the Sales deal reviewer.
• You want a proposal after the call. Use the Sales proposal narrative writer.
• You are interviewing people to test a business idea, not selling. Use the Customer discovery interview planner.

Best way to use this role

Give it one clear outcome, the actual files and a definition of done. Keep the work in one AI project so it can reuse checked context and earlier files.

• Download the pack and add it to your AI as a skill. Or paste SKILL.md into a new chat, then paste references/source-agent.md after it.
• Paste what you know about the prospect and your product. Say if you want a plan before a call or a review after one.
• Do your own research first. Paste in the facts you found, so the AI does not ask questions you could have looked up.
• Read the opening and the questions out loud once. Change any line that does not sound like you.
• Take the plan into the call as notes, not a script. Listen more than you talk.
• After the call, paste your notes back in and ask for a review and a list of follow-ups.

Read it as data

Read the complete role setup as JSON. Connect your AI to the AI Blocks MCP library and read aiblocks://roles/sales-discovery-coach for its role instructions and pinned sources.

This is a prepared AI role. No task has run. Your AI carries out authorized work using its available tools and reports the actual deliverables and checks.