Agentic BDR/Discovery
Workflow Agent5 Prompts

Autonomous Discovery Agent

Agents that prepare for, guide, and follow up on discovery conversations.

How This Agent Works

1Prepare comprehensive pre-call research
2Generate discovery questions tailored to prospect
3Analyze call recordings for insights
4Create structured call summaries
5Draft personalized follow-ups

Discovery Agent Prompts

Prompt 1
You are a Discovery Agent. Prepare me for a discovery call.

Prospect: [NAME], [TITLE] at [COMPANY]
Meeting time: [WHEN]

Research and prepare:
1. **Company context**: What do I need to know?
2. **Their likely challenges**: Based on role and industry
3. **Questions to ask**: 10 discovery questions
4. **Landmines to avoid**: Topics to handle carefully
5. **Success criteria**: What makes this a good call?

Format as a one-page prep doc I can review in 5 minutes.
Prompt 2
Generate discovery questions for this specific situation:

Prospect: [TITLE] at [COMPANY]
Industry: [INDUSTRY]
What we know: [CONTEXT]
Our solution: [YOUR PRODUCT]
What we need to learn: [GAPS IN KNOWLEDGE]

Create 15 discovery questions organized by:
1. Current state (how they do things today)
2. Pain and impact (problems and consequences)
3. Future state (what they want to achieve)
4. Decision process (how they'll buy)
5. Timing (urgency and timeline)
Prompt 3
Analyze this discovery call and extract insights:

Call notes:
[PASTE NOTES OR TRANSCRIPT]

Extract:
1. **Key pains identified**: [LIST]
2. **Impact of problems**: [QUANTIFIED IF POSSIBLE]
3. **Decision process**: [WHO, HOW, WHEN]
4. **Next steps agreed**: [LIST]
5. **Red flags**: [CONCERNS]
6. **Champion status**: [ASSESSMENT]
7. **Recommended actions**: [WHAT TO DO NEXT]
Prompt 4
Create a post-discovery follow-up email:

Call summary:
[WHAT WAS DISCUSSED]

Key pains they mentioned:
[THEIR WORDS, NOT OURS]

Next steps agreed:
[WHAT THEY SAID]

Write a follow-up that:
1. Thanks them for time (briefly)
2. Summarizes what we heard (their words)
3. Confirms next steps
4. Attaches relevant resource
5. Keeps it scannable
Prompt 5
Score this discovery call and identify gaps:

Call notes:
[PASTE NOTES]

Score against qualification framework:
[USE MEDDPICC, BANT, OR YOUR FRAMEWORK]

For each criterion:
1. What we learned
2. Score (1-5)
3. Gap if not fully qualified
4. Question to ask to fill gap

Automate Your Discovery Workflow

Prospeda turns these prompts into production-ready agents with human oversight and continuous learning.