Prep for discovery calls
Walk into every discovery call knowing the account, past touchpoints and the questions still open.
Ways to get this done with Avoma
Pick the approach that fits how your team works. You can start with one and add another later.
How this works
Shown for:
- 1Trigger
Before an upcoming discovery meeting
- 2Context
Avoma AI Meeting Assistant reads calendar event, previous meetings, CRM records, emails, and relevant web information
- 3Reason
Pull out what you know about the account and what's still unknown
- 4Act
Build a discovery brief with context, questions to ask and next steps
- 5Human judgment
Rep picks the questions to lead with
Native feature
Prepare for discovery calls with an AI-generated brief covering prospect background, previous interactions, potential needs, suggested discovery questions, and talking points.
How this works
Shown for:
- 1Trigger
You ask Avoma
- 2Context
Ask Avoma (Avoma agentic platform) reads previous meetings and emails with the account, CRM account and deal fields, narrowed by what you ask
- 3Reason
Pull out what you know about the account and what's still unknown
- 4Act
Build a discovery brief with context, questions to ask and next steps, returned in Ask Avoma
- 5Human judgment
Rep picks the questions to lead with
Prompt
Get a concise account briefing covering previous interactions, customer priorities, outstanding questions, and relevant deal context.
Prepare me for my discovery call with [Account] on [date]. Use previous meetings, emails and the CRM record to summarize who we have spoken to, what they have said about their goals and challenges, what is still unknown against [BANT / MEDDPICC], and the five questions I should ask. Keep it to one page.
What good looks like
Good discovery prep means you never ask what you already know.
Read the last touchpoint before the call
Buyers notice when you repeat their answers back as questions.
Plan 5 questions around the gaps
A short list keeps the call focused on what you don't know.
Check your framework for missing criteria
Discovery is the cheapest place to fill qualification gaps.
Customer stories
What teams say
Ask Avoma has completely changed the way I work. I can instantly reference key details from past calls during live conversations, like team size or purchase timeline, ensuring I can recall every detail.
More from this use case
Browse all Revenue Execution
What’s stopping you from turning every conversation into actionable work?
