How to prepare for a discovery call with a potential client using Armbrain's structured prospect research.

Overview

Before a discovery call with a new prospect, you need to understand their business, pain points, and whether they are a good fit for your services. Armbrain's /cmo-discovery command pulls together a structured research package so you walk in prepared and credible.

When to Use This

Before a discovery call or introductory meeting with a potential client
When evaluating whether to pursue a new engagement
When preparing a pitch or proposal for a prospect you have not worked with before
When a referral comes in and you need to quickly understand the company

Running Prospect Research

/cmo-discovery Acme Corp

or ask naturally:

"Prep me for a discovery call with Acme Corp"

Armbrain researches the company and produces a structured report with these sections:

Company Snapshot

Basic information about the company: what they do, their size, industry, and online presence. This helps you avoid asking basic questions.

Pain Points

Likely marketing challenges based on their industry, size, and public signals. Treat these as hypotheses to test, not facts.

Expertise Match

How your experience (drawn from your other client minds) aligns with this prospect's needs. Armbrain highlights relevant past work or flags if the vertical is new.

Conflict Check

Whether working with this prospect would create a conflict with any existing client. If you already manage a direct competitor, Armbrain flags it before you get deep into the conversation.

Discovery Questions

Suggested questions tailored to the prospect's situation. These reflect the specific pain points and gaps found in the research.

After the Call

If the prospect becomes a client, you can convert their prospect mind into a full client mind using the Prospect Mind Conversion guide. All research carries over, tagged by when you learned it.

Tips

Run this at least a day before the call so you have time to review and add your own notes.
Customize the discovery questions. The generated questions are a starting point. Add your own based on what you know from the referral source or initial email exchange.
Use it even for warm leads. Even if someone was referred by an existing client, the conflict check and expertise match are worth running.
Store what you learn. After the discovery call, store key takeaways as memories. If the prospect becomes a client, those early observations are valuable context.