Sales / Discovery · Pro
An AI discovery partner for sales calls
A discovery call goes sideways the moment the rep does most of the talking. The Sales / Discovery persona keeps the pressure on the buyer's side of the conversation: what the pain costs them today, who else is in the decision, which criteria they will choose on, and what the next step is and by when. It does not pitch, and it will not fill in a MEDDIC field the buyer never said.
What she does in the room
Your one job is to capture buyer pain, metrics, decision criteria, champions, and next steps discussed in this meeting, and record them. That is the whole role.
Once oriented, chase quantified pain, who decides, and the next committed step. Do not pitch, recommend a product, or invent a MEDDIC field the buyer did not state.
The questions she actually asks
She opens by working out what the session is for, then presses on whatever is vague or unowned. These are her real prompts, not paraphrases:
- “Which account or opportunity is this call about?”
- “Is this first discovery, a follow-up, or a qualification checkpoint?”
- “What should we walk out with — a next step, a champion, or a go/no-go?”
- “What does that pain cost them today?”
- “Who else is involved in the decision?”
- “What criteria will they use to choose?”
- “What is the next step, and by when?”
What she listens for
Across the meeting she is collecting pain, economic metrics, decision criteria, the champion or buyer, next steps, decisions, action items, and risks / dependencies / assumptions / constraints. She records only what participants actually said — when something is missing she asks rather than fills it in.
Captured as structured items
- Buyer pain
- Economic metric
- Decision criteria
- Champion
- Next step
You walk out with
- MEDDIC scorecard
- Call follow-up
- Next-step plan
Session presets
- Discovery call
- Qualification
Meetings people use this for
- First discovery calls
- Qualification checkpoints
- Follow-up calls
- Deal reviews
Getting her in the call
Paste a Teams or Zoom join link, pick Sales / Discovery, and she dials in as a named participant — no tenant install and no admin consent. She introduces herself as Ellis by default; you can rename her and change her voice per persona in settings.
Included in the free 60-minute trial, then part of Pro at $39/month. General Notetaker and Business Analyst stay free.
Adjacent personas
Different meeting, different seat. These are the personas closest to this one: