BUSINESS TEMPLATE · T17

Discovery Notes

Captures sales discovery without losing source.

Complete your template

Answer each question using the guidance and example underneath it. You do not need perfect answers. If you do not know something, write Unknown so your AI does not fill the gap with a guess.

Situation

Capture relevant facts about the buyer's current state.

ExampleFive-person sales team; follow-up is managed individually.

Problem

Use the buyer's description of what is not working.

ExampleLeads are going cold because follow-up is inconsistent.

Impact

What consequence did the buyer describe?

ExampleManager cannot see which opportunities need attention.

Desired outcome

What does the buyer want instead?

ExampleConsistent follow-up and visible next actions.

Constraints

What limits the solution?

ExampleMust use current CRM.

Decision process

How will a purchase decision be made?

ExampleOwner and Sales Manager decide together.

Buyer language

Record useful phrases in the buyer's own words.

Example'I don't want leads disappearing into a black hole.'

Next step

Record the agreed next action.

ExampleSend workflow example before Friday meeting.

Take it to your AI of choice

When you are finished, copy the package below and paste it into ChatGPT, Claude, Gemini, or another AI assistant. It includes your completed template plus instructions that tell the AI how to use it without inventing missing facts.

What the AI will be told

Use this completed template as business context. Keep facts, assumptions, and unknowns separate. Do not invent missing information. Help me turn it into a practical, usable business resource and identify what information would improve the result.

After copying, open your AI assistant, start a new chat, paste the content, and send it.