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Plan a discovery call with three stakeholders in a table
- For Sales and customer success
- You practice Asking for a format you can use
- Time about 5 minutes
- Level Intermediate
About this exercise
Make a markdown table with columns Person | Role | One question | Listen for and exactly 3 rows in the order given. Each question starts with What or How, is under 14 words and does not mention our product. Listen for names one thing from the notes to confirm. Nothing outside the table. No bold, under 120 words.
Common mistakes when you ask AI for this
- Yes/no or product questions. The AI asks 'Would Tallyhouse help?' Try: Add: "Start with What or How; no product name."
- Generic Listen for. The AI writes 'pain points'. Try: Add: "Listen for names one thing from the notes."
- Wrong order or rows. The AI adds attendees. Try: Add: "Exactly 3 rows in the order given."
- Bold and extras. The AI bolds and adds a strategy. Try: Add: "Nothing outside the table, no bold."
What a strong prompt includes
- Names the columns
- Sets question openers
- Bans product and yes/no
- Ties Listen for to notes
- Table only
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