{"id":"sales-discovery-agenda-statement-three-sentences","audience":"sales","category":"sales-work","technique":"context","track":"sales","level":"beginner","title":"Open a discovery call with a 3-sentence agenda statement","free":false,"task":"Write what you will say in the first minute of a discovery call, as exactly 3 sentences in plain text. Sentence 1 confirms the time available and the goal. Sentence 2 says what you'll ask about, in the order of the agenda. Sentence 3 asks whether the buyer wants to add anything. Use the call length from the invite, not the earlier one, and do not mention your product or pricing.","materialLabel":"Invite and prep notes (attached to your prompt automatically)","material":"Discovery call with Mireille Dufour, VP Operations at Cascade Cold Storage.\nInvite (updated Nov 4): 30 minutes, Wed Nov 11 at 10 am PT. (The original invite on Oct 28 said 45 minutes.)\n\nGoal of the call: understand how they schedule dock appointments today and what a good outcome would look like for them. Not a demo.\n\nPlanned agenda, in order: (1) how scheduling works today, (2) where it breaks down, (3) who else is involved in the decision, (4) next steps.\n\nProduct: DockSlot (do not mention). Price: not for this call.\nRep: Tobias. Mireille's email said: \"I only have half an hour, so let's be efficient.\"","rules":[{"type":"maxSentences","max":3},{"type":"plainText"}],"mistakes":[{"title":"Using the old call length","why":"The AI says 45 minutes.","fix":"Add: \"Use the updated 30-minute invite.\"","checks":["r0"]},{"title":"Mentioning product or price","why":"The AI previews the demo.","fix":"Add: \"Don't mention the product, pricing or a demo.\"","checks":["r2"]},{"title":"Wrong agenda order","why":"The AI reorders or drops topics.","fix":"Add: \"List the four topics in the planned order.\"","checks":["r1"]},{"title":"Too many sentences","why":"The AI gives a paragraph.","fix":"Add: \"Exactly 3 sentences, plain text.\"","checks":["maxSentences","plainText"]}],"promptHints":[{"label":"Fixes 3 sentences","patterns":["3 sentences","three sentences","exactly 3"]},{"label":"Uses the current call length","patterns":["30 minutes","updated","latest"]},{"label":"Lists the agenda in order","patterns":["in order","agenda"]},{"label":"Ends with an open question","patterns":["add anything","anything to add"]},{"label":"Bans product talk","patterns":["don.t mention","product","pricing"]}],"hint":"Say what each of the three sentences does and which call length applies.","rubricLabels":["The first sentence confirms 30 minutes (not 45) and the goal of understanding how they schedule dock appointments today","The second sentence lists the four agenda topics in order: how scheduling works today, where it breaks down, who else is involved in the decision, and next steps","The third sentence asks whether she wants to add anything, and no sentence mentions DockSlot, pricing or a demo"]}