Agent skill

Discovery Call Playbook

by gtmagents in gtmagents/gtm-agents

Structures sales discovery calls with a PREP routine, a five-part call flow, a question bank, a qualification scorecard and a follow-up recap email.

Apache-2.0Auto-check passedSales & Support

Install Discovery Call Playbook

skills CLI
$ npx skills add gtmagents/gtm-agents --skill discovery-calls -a claude-code

Project install by default; add -g for ~/.claude/skills/.

GitHub CLI
$ gh skill install gtmagents/gtm-agents discovery-calls --agent claude-code

Project scope by default; add --scope user for a personal install. Needs GitHub CLI 2.90.0 or later (public preview).

Manual copy
$ git clone --depth 1 https://github.com/gtmagents/gtm-agents.git skills-src && mkdir -p .claude/skills && cp -r skills-src/plugins/sales-prospecting/skills/discovery-calls .claude/skills/discovery-calls && rm -rf skills-src

Use ~/.claude/skills/ instead of .claude/skills for a personal install. The folder must contain SKILL.md.

Claude Code skills documentation · loads skills from .claude/skills/

Facts

Skill name
discovery-calls
GitHub stars
414
Used in
1 other repo
Token cost
~368 tokens
SKILL.md length
144 words
Files
3 (incl. references, assets)
Skills in repo
121
Repo updated
First seen
Licence
Apache-2.0

At a glance

Structures sales discovery calls with a PREP routine, a five-part call flow, a question bank, a qualification scorecard and a follow-up recap email.

  • Works in 5 steps: PREP – Purpose, Research, Evidence, Plan… → Call Flow – Rapport & agenda → context →… → Question Set – workflow, trigger,… → …
  • Preparing for a first call with a prospect booked from an outbound sequence
  • SKILL.md covers When to Use, Framework, Templates and Tips
  • Instructions only: no scripts, shell commands, URLs or credentials in SKILL.md

What it does

This skill gives sales reps a repeatable way to plan, run and summarize a first call with a new prospect. It starts with PREP (purpose, research, evidence, plan) and then follows a call flow of rapport and agenda, context, pain and impact, vision, and next steps, with a question set on workflow, trigger, stakeholders, success criteria, urgency and budget.

Two bundled files support it: references/question_bank.md holds persona-specific questions, and assets/scorecard.md scores the answers against MEDDICC or BANT. A note-capture template covers company, initiatives, tools, pain, decision team, timeline and next actions, and a recap email outline runs from summary to insights to a confirmed next meeting. Tips include time-boxing a 30-minute call and sending the recap within an hour.

When your agent uses it

  • Preparing for a first call with a prospect booked from an outbound sequence
  • Giving SDRs and BDRs a structured script for early conversations
  • Qualifying an opportunity against MEDDICC or BANT after the call
  • Writing a post-call recap email that confirms next steps

Example prompts

  • “Prep me for tomorrow's discovery call with the VP of Operations at a logistics company.”
  • “Draft a 30-minute call plan using PREP for a prospect who downloaded our pricing guide.”
  • “Turn my notes in ./notes/acme-call.md into a MEDDICC scorecard and a recap email.”

Workflow steps

5 steps, taken from the first numbered list in SKILL.md.

  1. PREP – Purpose, Research, Evidence, Plan before every call.
  2. Call Flow – Rapport & agenda → context → pain/impact → vision → next steps.
  3. Question Set – workflow, trigger, stakeholders, success criteria, urgency, budget.
  4. Note Capture – log company, initiatives, tools, pain, decision team, timeline, next actions.
  5. Qualification Overlay – map answers to MEDDICC/BANT to guide handoff.

What it can do on your machine

Read from SKILL.md and the folder at commit 78e0419. It shows what the files ask for, not the result of running them.

  • Tool permissions

    Pre-approves nothing: there is no allowed-tools line, so your agent's usual permission prompts apply.

    From allowed-tools in the SKILL.md frontmatter.

  • Runs code

    No scripts in the folder and no shell commands in SKILL.md.

    From the folder's file list and the shell code blocks in SKILL.md.

  • Network

    No URLs in SKILL.md.

    From URLs in SKILL.md, links to its own repository left out.

  • Credentials

    Names no API keys, tokens, secrets or passwords.

    From names ending in _API_KEY, _TOKEN, _SECRET, _KEY or _PASSWORD in SKILL.md.

Context cost

Discovery Call Playbook loads about 368 tokens when it runs, and up to ~859 if it reads all its reference files. Until then it costs about 29 tokens; SKILL.md has 144 words of instructions outside code blocks.

Always · name and description, kept in context so the agent knows when to use it
~29
When it runs · the whole SKILL.md, loaded when a task matches
~368
With references · SKILL.md plus every file in references/, read only if the agent opens them
~859

Estimates: characters ÷ 4, the usual rule of thumb; real counts depend on the model's tokenizer. Scripts and assets cost tokens only if the agent reads them.

Safety

Auto-check passed

The automated check found no risky patterns in SKILL.md.

Automated static check — not a guarantee. Review scripts before installing. It scans the text of SKILL.md for risky patterns (piping downloads into a shell, reading credential files, hidden Unicode, destructive commands); files beside SKILL.md are not scanned.

SKILL.md

The full file from gtmagents/gtm-agents at commit 78e0419, republished under its Apache-2.0 licence (© gtmagents). 144 words, ~368 tokens.

Download SKILL.mdSave it as .claude/skills/discovery-calls/SKILL.md (or your agent's skills folder). This skill also uses 2 other files; get the full folder from GitHub.
name
discovery-calls
description
Use when planning, running, or summarizing discovery calls to uncover pain, timeline, and authority.

Discovery Calls Skill

When to Use

  • New prospects booked from outbound/marketing sequences.
  • SDRs/BDRs need a structured first-call script.
  • AEs want to validate multi-threaded opportunities quickly.

Framework

  1. PREP – Purpose, Research, Evidence, Plan before every call.
  2. Call Flow – Rapport & agenda → context → pain/impact → vision → next steps.
  3. Question Set – workflow, trigger, stakeholders, success criteria, urgency, budget.
  4. Note Capture – log company, initiatives, tools, pain, decision team, timeline, next actions.
  5. Qualification Overlay – map answers to MEDDICC/BANT to guide handoff.

Templates

  • Question Bank: See references/question_bank.md for persona-specific questions.
  • Scorecard: See assets/scorecard.md for MEDDICC/BANT qualification.
  • Notes Template:
Company / Persona:
Initiatives:
Current Tools / Process:
Pain / Impact:
Decision Team:
Timeline & Budget:
Next Actions:
  • Post-call recap email: (summary → insights → next meeting confirmation).

Tips

  • Time-box sections (2/3/8/4/3) to keep 30-min calls crisp.
  • Mirror the prospect’s vocabulary from research notes to build rapport fast.
  • Always confirm next steps live and send recap within 1 hour.
  • Tag recordings with chapters so AEs can jump to pain/impact moments.

© gtmagents, Apache-2.0. Rendered from Markdown: HTML in the file is shown as text, images as links, and headings moved down two levels. Raw file

Files

SKILL.md and 2 other files (references, assets) in plugins/sales-prospecting/skills/discovery-calls of gtmagents/gtm-agents.

  • SKILL.md
  • assets/scorecard.md
  • references/question_bank.md

Open the folder on GitHubat commit 78e0419

Used in 1 other repository

We found 1 copy of this SKILL.md (exact, near-identical or edited) in other folders, from 1 other GitHub owner. This page covers the copy in gtmagents/gtm-agents, which our catalogue first saw on October 7, 2026.

Compare with similar skills

Discovery Call Playbook next to the 5 skills that share the most tags, products or categories with it. Stars are the repository's; “used in” counts other GitHub owners with a copy.

Discovery Call Playbook compared with similar skills
SkillStarsUsed inTokensAuto-checkLicenceRepo updated
Discovery Call Playbook this skillgtmagents/gtm-agents4141 repos~368Automated safety check: PassApache-2.0
Sales Scriptshawnpang/startup-founder-skills343—~2.4kAutomated safety check: PassMIT
Deal Playbookjeremylongshore/tons-of-skills-marketplace2.8k—~1.2kAutomated safety check: NotesMIT
Luopan Company Researchzhangxiaoqiang1991/luopan389—~998Automated safety check: PassMIT
Company Researchstophobia/deerflow2.0-enhanced822—~845Automated safety check: PassMIT
Meeting Prep BriefBrianRWagner/ai-marketing-claude-code-skills441—~922Automated safety check: PassNone

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Categories

Questions about Discovery Call Playbook

What does Discovery Call Playbook do?

Structures sales discovery calls with a PREP routine, a five-part call flow, a question bank, a qualification scorecard and a follow-up recap email. This skill gives sales reps a repeatable way to plan, run and summarize a first call with a new prospect. It starts with PREP (purpose, research, evidence, plan) and then follows a call flow of rapport and agenda, context, pain and impact, vision, and next steps, with a question set on workflow, trigger, stakeholders, success criteria, urgency and budget.

When should I use Discovery Call Playbook?

Discovery Call Playbook fits situations like: preparing for a first call with a prospect booked from an outbound sequence; giving SDRs and BDRs a structured script for early conversations; qualifying an opportunity against MEDDICC or BANT after the call; writing a post-call recap email that confirms next steps.

How do I install Discovery Call Playbook in Claude Code?

Run `npx skills add gtmagents/gtm-agents --skill discovery-calls -a claude-code`. Or copy the skill folder (plugins/sales-prospecting/skills/discovery-calls in gtmagents/gtm-agents) into .claude/skills/discovery-calls in your project. Claude Code loads it when a task matches its description.

How do I install Discovery Call Playbook in Codex?

Run `npx skills add gtmagents/gtm-agents --skill discovery-calls -a codex`. Or copy the skill folder (plugins/sales-prospecting/skills/discovery-calls in gtmagents/gtm-agents) into .agents/skills/discovery-calls in your project. Codex loads it when a task matches its description.

Can I use Discovery Call Playbook in Cursor, Gemini CLI or GitHub Copilot?

Cursor, Gemini CLI, GitHub Copilot and OpenCode also load SKILL.md folders. With the skills CLI, run `npx skills add gtmagents/gtm-agents --skill discovery-calls -a cursor` (or -a gemini-cli, github-copilot or opencode for the others). To copy it by hand, put the folder in .cursor/skills/discovery-calls, .gemini/skills/discovery-calls, .github/skills/discovery-calls and .opencode/skills/discovery-calls in your project.

What does Discovery Call Playbook need to run?

SKILL.md names no scripts, command-line tools or credentials: Discovery Call Playbook is instructions for the agent only.

Does Discovery Call Playbook access the network?

SKILL.md contains no URLs. Any network use would come from the scripts or tools the agent runs. This is read from the text; nothing was executed.

Is Discovery Call Playbook safe to install?

Our automated static check of SKILL.md found no risky patterns, such as piping downloads into a shell, reading credential files or hidden Unicode. It is not a guarantee. Review the folder before installing.

What licence does Discovery Call Playbook use?

Discovery Call Playbook is published under the Apache-2.0 licence (the repository's licence). It allows redistribution, so the full SKILL.md is shown on this page.

How many tokens does Discovery Call Playbook use?

About 368 tokens (SKILL.md is roughly 1.5k characters). Agents keep only the skill's name and description in context until a task matches; then they load SKILL.md in full. Its references folder adds about 491 tokens, read only when the agent opens those files.

What are the alternatives to Discovery Call Playbook?

Skills that share tags, products or a category with Discovery Call Playbook: Sales Script (shawnpang/startup-founder-skills, 343 stars), Deal Playbook (jeremylongshore/tons-of-skills-marketplace, 2.8k stars), Luopan Company Research (zhangxiaoqiang1991/luopan, 389 stars) and Company Research (stophobia/deerflow2.0-enhanced, 822 stars). The comparison table on this page puts their stars, adoption, token cost, safety result and licence side by side.

Who maintains Discovery Call Playbook?

gtmagents (a GitHub user) maintains it in gtmagents/gtm-agents, which has 414 GitHub stars. The repository holds 121 skills in this directory. The repository was last updated on April 3, 2026.

Source: gtmagents/gtm-agents on GitHub. Facts on this page come from the repository at the commit we read; the author's words are quoted as theirs.