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Preparing and running discovery calls v1.0.0

Use this resource to prepare, run and summarize discovery calls

New

  • 583 downloads
  • 222 likes
  • 114 saves

Free

Install with the CLI

In a terminal, from the folder you want:

npx --yes palatekit@latest install discovery-call-preparation

With no option, the skill goes to ~/.agents/skills/; add --agent claude-code (or codex, cursor…) to target an agent.

First time: connect the CLI with

npx --yes palatekit@latest login

The agent prepares the call (purpose, research, evidence, plan), proposes a five-step flow and a question bank on workflow, trigger, stakeholders and urgency. You get a scoring sheet and a structured note template.

Mostly picked by

Updated November 2, 2026

Card for the “Preparing and running discovery calls” skill

Details

Works in
Install guides
Generates with
Your agent's model
Licence
Apache-2.0

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What you get

  • SKILL.md: preparation, call flow and qualification
  • references/question_bank.md: discovery question bank
  • assets/scorecard.md: call scoring sheet

Good fit for

  • You receive a prospect from an outbound sequence
  • Your sales team must validate deals with several decision makers

Not for

    Tags

    • discovery
    • call
    • qualification
    • questions

    About

    You say

    “Prepare my first call with this prospect's logistics manager: three questions on lead times, timeline and who else is involved.”

    Card for the “Preparing and running discovery calls” skill

    Skill published by gtmagents under the Apache-2.0 license, delivered in its original version.

    Show more

    How to use it

    1. Install the skill in your agent's skills folder
    2. Ask your agent to prepare, run and summarize discovery calls
    3. Review and adjust the result

    Content preview

    Files

    • assets/scorecard.md0.8 KB
    • LICENSE11.1 KB
    • NOTICE-PALATEKIT.md0.5 KB
    • references/question_bank.md1.9 KB
    • SKILL.md1.5 KB

    Origin and licence

    Listed unmodified

    Author
    gtmagents
    Source
    github.com/gtmagents/gtm-agents/tree/78e0419f4440bcb43bc80127e174ecf5adef1753/plugins/sales-prospecting/skills/discovery-calls
    Licence
    Apache-2.0

    Notice

    « discovery-calls » (gtmagents, Apache-2.0) livré dans sa version d'origine : fiche en français et en anglais par PalateKit.

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