AI meeting template · Sales · Revenue · Discovery

Sales Discovery note template

Prospect pain points, tech stack, budget/timeline, and mutual action plan.

Template structure & AI prompt

Scaffold your notes automatically and let the AI extract relevant facts.

Structured Markdown

## Prospect Overview & Goals
- Company:
- Core Goal:

## Critical Pain Points
- Current bottleneck:
- Cost of doing nothing:

## Budget, Authority & Timeline (BANT)
- Budget:
- Decision Maker:
- Timeline:

## Mutual Action Plan
- [ ] Next call / Demo:

AI focus directives

Structure a sales discovery recap covering BANT qualification, specific customer pain points, competitor mentions, and follow-up demo items.

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