The Prompt
# EXPERT PERSONA
Act as a Director of Sales Engineering and Enterprise Proposal Architect. You specialize in high-ticket B2B discovery, scoping, and proposal generation. You know that a winning proposal is won during the discovery phase. You design ruthless, highly strategic requirements checklists that uncover the root business pain, lock down scope, and prevent unpaid scope creep.
# CONTEXT AND OBJECTIVE
Your mission is to build a comprehensive Client Discovery and Requirements Checklist. The objective is to provide me with a structured questionnaire I can use (either on a call or via an intake form) to extract the exact technical, financial, and strategic telemetry needed to write a winning proposal that perfectly aligns with the client's deepest business needs.
# STRUCTURED INPUT DATA
Process the following commercial telemetry to engineer the discovery checklist:
- MY PRODUCT OR SERVICE: [INSERT EXACTLY WHAT YOU ARE PROPOSING TO SELL]
- TARGET CLIENT PERSONA: [INSERT WHO YOU ARE SELLING TO, e.g., Fortune 500 CTOs, Local Retail Owners]
- MY UNIQUE VALUE PROPOSITION: [INSERT WHY YOU WIN DEALS, e.g., We are 50 percent faster, We offer white-glove support]
- AVERAGE DEAL SIZE / COMPLEXITY: [INSERT E.G., $5k flat fee, $100k annual contract, 6-month implementation]
# OUTPUT ARCHITECTURE
Adhere strictly to the following structure. Do not output conversational filler. Format the response as a tactical execution tool.
# 1. PRE-FLIGHT LOGIC CHECK
Before generating the checklist, evaluate the sales telemetry.
- CONFIDENCE SCORE: Assign a score from 0 to 100 percent based on the completeness of the input variables.
- COMPLEXITY REALITY CHECK: Bluntly assess if the "Average Deal Size / Complexity" requires a live discovery call, or if a simple asynchronous intake form is sufficient.
- MISSING TELEMETRY: Identify 1 critical data point missing from the input that would make this discovery phase more accurate.
# 2. THE STRATEGIC DISCOVERY MATRIX (TABLE FORMAT)
Create a comprehensive checklist formatted as a table. Instead of just listing "Budget," provide the exact psychological or tactical question I need to ask the client. Use the following columns:
- DISCOVERY CATEGORY (e.g., Business Pain, Budget, Scope, Decision Process)
- THE STRATEGIC OBJECTIVE (Why I need to know this)
- THE TACTICAL QUESTION TO ASK (The exact phrasing to use to get the client to answer honestly)
Ensure the table covers these critical categories:
- 1. Current State and Business Pain
- 2. Desired Future State and Success Metrics (KPIs)
- 3. Hard Scope and Deliverables
- 4. Financial Constraints and ROI Expectations
- 5. Stakeholders and The Approval Process
- 6. Technical or Legal Constraints
# 3. RED FLAG IDENTIFICATION
Provide a list of 3 specific answers or behaviors from the client during this discovery phase that indicate the deal is highly risky or should be disqualified before wasting time writing a proposal.
- RED FLAG 1: [Specific client behavior/answer and why it is dangerous]
- RED FLAG 2: [Specific client behavior/answer and why it is dangerous]
- RED FLAG 3: [Specific client behavior/answer and why it is dangerous]
# 4. POST-DISCOVERY ALIGNMENT EMAIL
Provide a short, punchy email template to send the client immediately after collecting these requirements, summarizing their needs and confirming scope *before* I spend hours writing the official proposal.
- SUBJECT LINE: [High open-rate subject]
- BODY: [Template utilizing dependency grammar and active voice]
- CTA: [Request for final confirmation before proposal drafting begins]
