{"id":"sales-discovery-plan-five-row-table","audience":"sales","category":"sales-work","technique":"format","track":"sales","level":"intermediate","title":"Turn a lead's notes into a 5-row discovery question table","free":false,"task":"Build a discovery plan for tomorrow's call as a markdown table with columns Goal | Question | Listen for and exactly 5 rows. Every question starts with What, How or Walk me through, and none of them pitches or names our product. At least one question must use the 8% late-delivery figure from the notes. Under 170 words total.","materialLabel":"Your lead notes (attached to your prompt automatically)","material":"Lead: Harbor & Pine Furniture, 3 showrooms + online store, ~60 staff.\nContact: Elena Ruiz, COO. Came in via webinar signup.\n\nWhat we know:\n- They ship couches from one warehouse. Their site says \"white-glove delivery.\"\n- Elena wrote on the webinar form: \"Late deliveries are about 8% of orders. Not sure that's normal.\"\n- Reviews on their store page mention damaged legs and missed time windows.\n- Unknown: who else decides, budget, current tools, when they want change.\n- Competitor spotted on their careers page: they use Dispatchly for driver scheduling (job posting from 2025).\n\nOur product: delivery-window scheduling software. Typical rollout 6 weeks.\nCall length: 30 minutes.","rules":[{"type":"maxWords","max":170}],"mistakes":[{"title":"Getting a question list, not a table","why":"The AI writes numbered questions with intro and tips.","fix":"Say: \"A table with columns Goal | Question | Listen for and exactly 5 rows.\"","checks":["r0"]},{"title":"Leading questions","why":"The AI writes yes/no or pitching questions like \"Would a scheduling tool help?\"","fix":"Add: \"Every question starts with What, How or Walk me through; never mention our product.\"","checks":["r1","r2"]},{"title":"Trusting the AI to count words","why":"AI runs long on tables when only a total is given.","fix":"Cap each cell: \"each cell under 12 words.\"","checks":["maxWords"]}],"promptHints":[{"label":"Asks for a table","patterns":["table","columns"]},{"label":"Fixes the row count","patterns":["5 rows","five rows","exactly 5"]},{"label":"Sets the question openers","patterns":["start with","what, how","walk me through","open.ended"]},{"label":"Uses the 8% figure","patterns":["8%","late"]},{"label":"Bans pitching","patterns":["don.t pitch","no pitch","never mention","not name"]}],"hint":"Name the columns, fix the row count, and say how questions must start and what they must not mention.","rubricLabels":["Is a table with columns Goal, Question and Listen for and exactly 5 rows","Every question starts with What, How or Walk me through","At least one question uses the 8% late-delivery figure, and no question names or pitches our product or delivery-window scheduling software"]}